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Get Institutions for : 
First Trust Vi First Trust Nasdaq Technology Dividend Index Fund (TDIV)  
$73.17 0.50 (0.69%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 245    1
Total shares held : 
 19,110,339  
% of shares held : 
 69.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 189,471  
% of shares held change : 
   0.69%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $56.07  
Last Quarter's Ending Price : 
 $64.09  
Last Quarter's Average Price : 
 $59.20  
Change from last quarter's     
avg. price to the last closing  : 
13.97 (23.6%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 158,233
 0.83%
 
Increased Positions :
95
 1,024,965
 5.36%
 
Unchanged Positions :
46
 180,438
 0.94%
 
Decreased Positions :
88
-769,816
-4.03%
 
Closed Positions :
17
-223,911
-1.17%
 
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
   LPL FINANCIAL CORP 226 - 2024-03-31 2,110,407 $147,032,000 242,903
   MORGAN STANLEY 980 - 2024-03-31 1,982,086 $138,092,000 -15,560
   WELLS FARGO & CO/MN 457 - 2024-03-31 1,511,263 $105,290,000 106,311
   BANK OF AMERICA CORP /DE/ 1010 - 2024-03-31 1,166,530 $81,272,000 -455,755
   UBS Group AG 566 - 2024-03-31 1,132,605 $78,909,000 49,739
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 204 - 2024-03-31 919,672 $64,074,000 -27,109
   ENVESTNET ASSET MANAGEMENT INC 788 - 2024-03-31 537,724 $37,463,000 3,995
   ROYAL BANK OF CANADA 840 - 2024-03-31 524,821 $36,564,000 -23,623
   Cetera Investment Advisers 272 - 2024-03-31 438,300 $30,536,000 104,896
   AMERIPRISE FINANCIAL INC 1143 - 2024-03-31 370,292 $25,798,000 4,574
   RAYMOND JAMES & ASSOCIATES 669 - 2024-03-31 367,031 $25,571,000 1,033
   Advisor Group Holdings Inc. 339 - 2024-03-31 358,694 $24,993,000 -115,347
   MULTIFINANCIAL SECURITIES CORP 114 - 2024-03-31 326,597 $22,754,000 282,825
   PARK NATIONAL CORP /OH/ 40 - 2024-03-31 315,716 $21,996,000 -1,347
   Flaharty Asset Management LLC 13 - 2024-03-31 310,211 $21,612,000 -142,199
   STIFEL FINANCIAL CORP 524 - 2024-03-31 307,273 $21,409,000 -7,961
   COMMONWEALTH EQUITY SERVICES LLC. 506 - 2024-03-31 275,895 $19,222,000 8,987
   CREATIVE PLANNING 280 - 2024-03-31 266,526 $18,569,000 -449
   DAVIDSON D A & CO 115 - 2024-03-31 236,588 $16,483,000 1,596
   Aprio Wealth Management LLC 8 - 2024-03-31 185,051 $12,892,000 1,542
   Arden Trust Co 17 - 2024-03-31 175,605 $12,234,000 -4,440
   Cherry Creek Investment Advisors Inc. 4 - 2024-03-31 158,209 $11,022,000 -4,432
   Concorde Asset Management LLC 3 - 2024-03-31 151,452 $10,552,000 -137
   New England Private Wealth Advisors LLC 15 - 2024-03-31 150,927 $10,521,000 16,786
   JANNEY MONTGOMERY SCOTT LLC 521 - 2024-03-31 146,630 $10,216,000 -736
   Orion Portfolio Solutions LLC 219 - 2024-03-31 126,037 $8,781,000 318
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 506 - 2024-03-31 123,558 $8,608,000 4,551
   Stratos Wealth Partners LTD. 147 - 2024-03-31 122,447 $8,531,000 -6,182
   Pine Valley Investments Ltd Liability Co 37 - 2024-03-31 115,482 $8,046,000 -2,133
   Equitable Holdings Inc. 174 - 2024-03-31 115,145 $8,022,000 -17,965
   Atria Wealth Solutions Inc. 244 - 2024-03-31 110,880 $7,725,000 10,281
   Sigma Planning Corp 80 - 2024-03-31 109,922 $7,658,000 53,964
   BENJAMIN F. EDWARDS & COMPANY INC. 172 - 2024-03-31 104,791 $7,301,000 254
   Goss Wealth Management LLC 290 - 2024-03-31 101,031 $7,039,000 11,425
   Private Wealth Group LLC 9 - 2024-03-31 100,767 $7,020,000 -465
   Robertson Stephens Wealth Management LLC 51 - 2024-03-31 94,427 $6,579,000 16,738
   Milestone Advisory Partners 5 - 2023-09-30 105,725 $5,930,000 7,978
   J P MORGAN CHASE & CO 2374 - 2024-03-31 82,853 $5,772,000 205
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 395 - 2024-03-31 79,910 $5,567,000 22,722
   Envestnet Portfolio Solutions Inc. 357 - 2024-03-31 77,348 $5,389,000 12,538
   Steward Partners Investment Advisory LLC 323 - 2024-03-31 74,616 $5,199,000 -1,312
   BANK OF NEW YORK MELLON CORP 2322 - 2024-03-31 72,405 $5,044,000 3,123
   ICAPITAL WEALTH LLC 9 - 2024-03-31 71,562 $4,986,000 2,135
   Coppell Advisory Solutions Corp. 22 - 2024-03-31 70,621 $4,920,000 -576
   Coppell Advisory Solutions LLC 22 - 2023-12-31 75,602 $4,845,000 37,119
   Feltz Wealth PLAN Inc. 63 *New 2024-03-31 69,044 $4,810,000 69,044
   H D Vest Advisory Services 312 - 2024-03-31 68,888 $4,799,000 -1,406
   Kestra Advisory Services LLC 540 - 2024-03-31 68,765 $4,791,000 6,889
   Great Diamond Partners LLC 23 - 2024-03-31 62,540 $4,357,000 -999
   FINANCIAL NETWORK 707 - 2024-03-31 58,329 $4,064,000 17,677
   HIGHTOWER ADVISORS, LLC 1048 - 2024-03-31 57,570 $4,008,000 -552
   HENGEHOLD CAPITAL MANAGEMENT LLC 47 - 2024-03-31 56,571 $3,941,000 -2,210
   Private Advisor Group LLC 555 - 2024-03-31 54,930 $3,827,000 -900
   DEFINED WEALTH MANAGEMENT LLC 11 - 2024-03-31 49,249 $3,431,000 -173
   CWM LLC 498 - 2024-03-31 48,603 $3,386,000 -476
   COTTONWOOD CAPITAL ADVISORS LLC 10 - 2024-03-31 50,136 $3,380,000 -1,172
   Harvest Investment Services LLC 16 - 2024-03-31 47,557 $3,313,000 -678
   AE Wealth Management LLC 382 - 2024-03-31 46,379 $3,231,000 -20,005
   BB&T CORP 1064 - 2024-03-31 45,945 $3,201,000 -14,375
   REGAL INVESTMENT ADVISORS, LLC 128 - 2024-03-31 45,876 $3,196,000 -1,758
   Snowden Capital Advisors LLC 235 - 2024-03-31 44,457 $3,097,000 -16,299
   Pacitti Group Inc. 11 - 2024-03-31 44,270 $3,084,000 684
   FSB PREMIER WEALTH MANAGEMENT INC. 16 - 2024-03-31 44,254 $3,083,000 -96
   IAMS WEALTH MANAGEMENT LLC 12 - 2024-03-31 44,828 $3,023,000 -556
   Apeiron RIA LLC 29 - 2024-03-31 43,118 $3,004,000 -8,518
   Lido Advisors LLC 334 - 2024-03-31 40,801 $2,843,000 40,801
   Main Street Financial Solutions LLC 71 - 2024-03-31 39,843 $2,776,000 -377
   Elevated Capital Advisors LLC 39 - 2024-03-31 39,654 $2,763,000 1,037
   OPPENHEIMER & CO INC 438 - 2024-03-31 37,366 $2,603,000 888
   Baird Financial Group Inc. 877 - 2024-03-31 36,510 $2,544,000 -1,024
   Rockefeller Capital Management L.P. 904 - 2024-03-31 36,067 $2,513,000 -19,486
   HARBOUR INVESTMENTS INC. 189 - 2023-12-31 39,137 $2,508,000 15,677
   MML INVESTORS SERVICES LLC 949 - 2024-03-31 35,656 $2,484,000 1,488
   Capital Advisors Ltd. LLC 50 - 2024-03-31 34,677 $2,416,000 2,502
   Ballew Advisors Inc 13 - 2024-03-31 33,482 $2,299,000 1,333
   Gateway Wealth Partners LLC 33 - 2024-03-31 32,923 $2,294,000 2,892
   Kaydan Wealth Management Inc. 19 - 2024-03-31 32,168 $2,241,000 240
   MARINER WEALTH ADVISORS, LLC 1055 - 2024-03-31 32,093 $2,236,000 -596
   BlueChip Wealth Advisors LLC 18 - 2024-03-31 31,957 $2,226,000 6,741
   ATRIA INVESTMENTS LLC 612 - 2024-03-31 31,864 $2,220,000 2,432
   CLS INVESTMENT FIRM LLC 440 - 2022-12-31 45,543 $2,176,000 700
   IFP Advisors Inc 221 - 2023-12-31 33,571 $2,152,000 9,318
   J.W. COLE ADVISORS INC. 199 - 2024-03-31 30,771 $2,146,000 2,006
   Ayalon Holdings Ltd. 42 - 2024-03-31 30,589 $2,131,000 0
   BSC PRIVATE WEALTH MANAGEMENT LLC 53 - 2024-03-31 30,489 $2,124,000 -320
   Redhawk Wealth Advisors Inc. 67 - 2024-03-31 30,188 $2,103,000 6,026
   Gladstone Institutional Advisory LLC 206 - 2024-03-31 28,529 $1,988,000 805
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1819 - 2024-03-31 27,367 $1,907,000 -34,484
   Connecticut Wealth Management LLC 96 - 2024-03-31 27,339 $1,905,000 0
   Prosperity Financial Group Inc. 26 - 2024-03-31 27,071 $1,886,000 5,083
   Migdal Insurance & Financial Holdings Ltd. 119 - 2024-03-31 26,415 $1,840,000 4,735
   OneAscent Financial Services LLC 69 - 2024-03-31 25,508 $1,777,000 2,498
   Bennett Associates Wealth Management 17 - 2024-03-31 25,488 $1,776,000 -785
   NewEdge Wealth LLC 346 - 2024-03-31 26,295 $1,759,000 -1,557
   Tyler-Stone Wealth Management 28 - 2024-03-31 25,096 $1,748,000 3,083
   BIONDO INVESTMENT ADVISORS LLC 51 - 2024-03-31 24,847 $1,731,000 -75
   Wealthfront Advisers LLC 516 - 2024-03-31 24,612 $1,715,000 4,038
   Financial Advocates Investment Management 208 - 2024-03-31 24,069 $1,677,000 1,281
   Hobart Private Capital LLC 34 - 2024-03-31 23,633 $1,647,000 11,555
   Kingsview Wealth Management LLC 378 - 2024-03-31 23,528 $1,639,000 -279
  100 Records found
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