Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
First Trust Dow Jones Global Select Dividend Index Fund (FGD)  
$23.60 0.03 (0.15%) as of 4:30 Tue 5/28


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 119    6
Total shares held : 
15,572,186  
% of shares held : 
87.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -11  
Amount of shares held : 
-1,403,164  
% of shares held change : 
  -7.88%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$20.29  
Last Quarter's Ending Price : 
$22.26  
Last Quarter's Average Price
$21.03  
Change from last quarter's     
avg. price to the last closing  : 
2.57 (12.22%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 68,809
 0.44%
 
Increased Positions :
42
 926,456
 5.95%
 
Unchanged Positions :
22
 746,020
 4.79%
 
Decreased Positions :
47
-2,103,856
-13.51%
 
Closed Positions :
14
-294,573
-1.89%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   WELLS FARGO & CO/MN 896 - 2024-03-31 1,376,215 $31,336,000 -242,300
   LPL FINANCIAL CORP 768 - 2024-03-31 1,279,787 $29,141,000 -15,446
   MORGAN STANLEY 2585 - 2024-03-31 959,636 $21,851,000 -357,711
   AE Wealth Management LLC 125 - 2024-03-31 818,791 $18,644,000 -363,965
   FUKOKU MUTUAL LIFE INSURANCE CO 37 - 2024-03-31 632,000 $14,391,000 0
   UBS Group AG 1435 - 2024-03-31 573,030 $13,048,000 -192,476
   BANK OF AMERICA CORP /DE/ 2423 - 2024-03-31 465,932 $10,609,000 7,725
   AMERIPRISE FINANCIAL INC 1801 - 2024-03-31 407,702 $9,290,000 -1,551,279
   PARK NATIONAL CORP /OH/ 77 - 2024-03-31 343,189 $7,814,000 -2,335
   JANE STREET GROUP LLC 1007 - 2024-03-31 316,038 $7,196,000 -26,022
   ENVESTNET ASSET MANAGEMENT INC 1900 - 2024-03-31 243,289 $5,540,000 -20,396
   ROYAL BANK OF CANADA 1904 - 2024-03-31 221,288 $5,039,000 6,092
   PNC FINANCIAL SERVICES GROUP INC 689 - 2024-03-31 190,619 $4,340,000 9,046
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 609 - 2024-03-31 175,491 $3,996,000 -39,418
   ForthRight Wealth Management LLC 17 - 2024-03-31 143,522 $3,268,000 -5,835
   Baird Financial Group Inc. 813 - 2024-03-31 142,296 $3,240,000 -1,174
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1292 - 2024-03-31 142,122 $3,236,000 26,918
   U.S. Capital Wealth Advisors LLC 197 - 2024-03-31 110,545 $2,517,000 -498
   JANNEY MONTGOMERY SCOTT LLC 1045 - 2024-03-31 108,413 $2,469,000 -827
   COMMONWEALTH EQUITY SERVICES LLC. 1626 - 2024-03-31 108,343 $2,467,000 15,722
   Steward Partners Investment Advisory LLC 519 - 2024-03-31 105,333 $2,398,000 10,354
   Cetera Investment Advisers 1442 *New 2024-03-31 100,210 $2,282,000 100,210
   RAYMOND JAMES & ASSOCIATES 2111 - 2024-03-31 93,659 $2,133,000 -72,052
   FINANCIAL NETWORK 1017 - 2024-03-31 89,031 $2,027,000 1,243
   STIFEL FINANCIAL CORP 1719 - 2024-03-31 86,885 $1,978,000 -3,275
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1294 - 2024-03-31 83,528 $1,902,000 -4,849
   Harvest Investment Services LLC 42 - 2024-03-31 78,008 $1,776,000 -944
   Twelve Points Wealth Management LLC 37 - 2024-03-31 75,117 $1,710,000 5,331
   Integrated Wealth Concepts LLC 579 - 2024-03-31 69,811 $1,590,000 7,545
   CITADEL ADVISORS LLC 2670 - 2024-03-31 65,064 $1,482,000 -9,402
   Kestra Advisory Services LLC 1026 - 2024-03-31 62,552 $1,424,000 21,440
   MISSION CREEK CAPITAL PARTNERS INC 83 - 2024-03-31 60,227 $1,371,000 -733
   Elevated Capital Advisors LLC 78 - 2024-03-31 57,947 $1,319,000 3,917
   Triumph Capital Management 41 - 2024-03-31 57,254 $1,293,000 23,663
   Advisor Group Holdings Inc. 2079 - 2024-03-31 56,439 $1,285,000 -718
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1902 - 2024-03-31 56,311 $1,282,000 -7,657
   FOREFRONT WEALTH MANAGEMENT INC. 19 - 2023-09-30 59,564 $1,228,000 -4,843
   Trueblood Wealth Management LLC 47 - 2024-03-31 47,816 $1,089,000 -8,322
   Equitable Holdings Inc. 604 - 2024-03-31 45,965 $1,047,000 1,671
   Capital Investment Advisory Services LLC 190 - 2024-03-31 45,940 $1,046,000 -1,125
   Sigma Planning Corp 506 - 2024-03-31 42,889 $977,000 16,553
   L.M. KOHN & COMPANY 80 - 2024-03-31 42,315 $964,000 8,607
   WealthBridge Capital Management LLC 68 - 2024-03-31 34,454 $785,000 5,517
   Concurrent Investment Advisors LLC 439 - 2024-03-31 32,956 $750,000 -1,136
   BB&T CORP 1732 - 2024-03-31 32,693 $744,000 -1,090
   BlueChip Wealth Advisors LLC 45 - 2024-03-31 32,443 $739,000 0
   DDFG Inc 36 - 2024-03-31 32,429 $738,000 -1,883
   WARREN AVERETT ASSET MANAGEMENT, LLC 421 *New 2024-03-31 30,307 $690,000 30,307
   HIGHTOWER ADVISORS, LLC 2021 - 2024-03-31 30,095 $685,000 -147
   DAVIDSON D A & CO 892 - 2024-03-31 27,530 $627,000 -225
   Strategic Financial Group LLC - 2023-12-31 26,216 $584,000 9,273
   RAYMOND JAMES TRUST CO 677 - 2024-03-31 24,100 $549,000 0
   NBC SECURITIES INC. 408 - 2024-03-31 23,811 $542,000 204
   OLD MISSION CAPITAL LLC 551 - 2024-03-31 22,443 $511,000 -14,744
   Stratos Wealth Partners LTD. 877 - 2024-03-31 22,201 $506,000 5,004
   COTTONWOOD CAPITAL ADVISORS LLC 58 - 2024-03-31 22,421 $491,000 -217
   COMERICA BANK 1880 - 2024-03-31 21,266 $484,000 0
   GSA CAPITAL PARTNERS LLP 938 *New 2024-03-31 20,161 $459,000 20,161
   Authentikos Wealth Advisory LLC 39 - 2024-03-31 19,541 $445,000 -641
   Rockport Wealth LLC 41 - 2024-03-31 18,968 $429,000 0
   ADVISORS CAPITAL MANAGEMENT LLC 368 - 2024-03-31 18,741 $427,000 0
   Foundations Investment Advisors LLC 503 - 2024-03-31 18,524 $422,000 -97
   RETIREMENT GUYS FORMULA LLC 103 - 2024-03-31 16,987 $387,000 297
   Western Wealth Management LLC 436 - 2024-03-31 16,429 $374,000 801
   Virtue Capital Management LLC 266 - 2024-03-31 16,246 $359,000 -3,290
   TWO SIGMA SECURITIES LLC 561 *New 2024-03-31 15,434 $351,000 15,434
   Main Street Financial Solutions LLC 390 - 2024-03-31 14,957 $341,000 65
   KESTRA PRIVATE WEALTH SERVICES LLC 977 - 2024-03-31 14,292 $325,000 -6,297
   SIGNALPOINT ASSET MANAGEMENT, LLC 185 - 2024-03-31 13,852 $315,000 0
   Kowal Investment Group LLC 137 - 2024-03-31 13,364 $304,000 9
   Private Advisor Group LLC 1813 - 2024-03-31 13,353 $304,000 -11,181
   GPS Wealth Strategies Group LLC 204 - 2024-03-31 13,249 $302,000 -848
   HPM Partners LLC 1864 - 2024-03-31 13,133 $299,000 -764
   Financial Advocates Investment Management 625 - 2024-03-31 11,667 $266,000 67
   Envestnet Portfolio Solutions Inc. 1434 - 2024-03-31 11,320 $258,000 -825
   Csenge Advisory Group 596 - 2024-03-31 11,171 $254,000 -173
   Private Portfolio Partners LLC 238 - 2024-03-31 11,078 $252,000 -5,732
   Rockefeller Capital Management L.P. 1618 - 2024-03-31 11,022 $251,000 300
   HOWE & RUSLING INC 222 - 2024-03-31 10,983 $250,000 -17
   Snowden Capital Advisors LLC 1029 - 2024-03-31 10,816 $246,000 0
   Slagle Financial LLC 98 - 2024-03-31 10,528 $240,000 -13,162
   H D Vest Advisory Services 1435 *New 2024-03-31 10,347 $236,000 10,347
   PRIVATE TRUST CO NA 586 - 2024-03-31 10,285 $234,000 0
   Worth Financial Advisory Group LLC 125 - 2024-03-31 10,157 $231,000 15
   MULTIFINANCIAL SECURITIES CORP 2121 - 2024-03-31 10,065 $229,000 -17,186
   Atria Wealth Solutions Inc. 1736 - 2024-03-31 9,803 $223,000 -10,428
   Holistic Financial Partners 119 - 2024-03-31 9,577 $218,000 -268
   MILLENNIUM MANAGEMENT LLC 3529 *New 2024-03-31 9,134 $208,000 9,134
   PFG Investments LLC 891 *New 2024-03-31 9,098 $207,000 9,098
   Kingdom Financial Group LLC. 59 *New 2024-03-31 9,003 $205,000 9,003
   IFP Advisors Inc 955 - 2023-12-31 8,383 $187,000 -2,365
   Archer Investment Corp 233 - 2024-03-31 7,711 $176,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 942 - 2024-03-31 7,581 $173,000 -173
   HARBOUR INVESTMENTS INC. 983 - 2023-12-31 6,537 $146,000 -1,284
   CREATIVE FINANCIAL DESIGNS INC /ADV 524 - 2024-03-31 5,296 $121,000 -134
   US BANCORP 2279 - 2024-03-31 5,100 $116,000 0
   Global Retirement Partners LLC 1160 - 2024-03-31 3,528 $80,000 -350
   SANDY SPRING BANK 496 - 2024-03-31 3,517 $80,000 75
   PRINCIPAL SECURITIES INC. 1355 - 2024-03-31 3,495 $80,000 -6,318
   AdvisorNet Financial Inc 706 - 2024-03-31 3,185 $73,000 68

  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results