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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
   Feltz Wealth PLAN Inc. 63 *New 2024-03-31 69,044 $4,810,000 69,044
   KINGSWOOD WEALTH ADVISORS LLC 242 *New 2024-03-31 11,415 $795,000 11,415
   Quadcap Wealth Management LLC 184 *New 2024-03-31 8,345 $581,000 8,345
   Simplicity WealthLLC 793 *New 2024-03-31 6,051 $422,000 6,051
   Pensionmark Financial Group LLC 270 *New 2024-03-31 5,189 $361,000 5,189
   HARBOR ADVISORY CORP /MA/ 72 *New 2024-03-31 5,000 $348,000 5,000
   Dynamic Advisors Solutions LLC 717 *New 2024-03-31 4,875 $340,000 4,875
   GTS SECURITIES LLC 988 *New 2024-03-31 4,399 $306,000 4,399
   Apollon Wealth Management LLC 865 *New 2024-03-31 4,280 $298,000 4,280
   Barry Investment Advisors LLC 93 *New 2024-03-31 4,125 $287,000 4,125
   Clear Creek Financial Management LLC 359 *New 2024-03-31 3,534 $246,000 3,534
   Mutual Advisors LLC 959 *New 2024-03-31 3,388 $236,000 3,388
   BUCKINGHAM ASSET MANAGEMENT, LLC 673 *New 2024-03-31 3,255 $227,000 3,255
   Pathstone Holdings LLC 2080 *New 2024-03-31 3,232 $225,000 3,232
   RWM Asset Management LLC 148 *New 2024-03-31 3,193 $222,000 3,193
   Key Client Fiduciary Advisors LLC 162 *New 2024-03-31 3,160 $220,000 3,160
   S.C. Financial Services Inc. 109 *New 2022-12-31 4,544 $217,000 4,544
   Argent Trust Co 641 *New 2024-03-31 3,044 $212,000 3,044
   FIRST CITIZENS BANK & TRUST CO 417 *New 2024-03-31 3,000 $209,000 3,000
   BARNES PETTEY FINANCIAL ADVISORS LLC 91 *New 2024-03-31 2,968 $207,000 2,968
   Owen LaRue LLC 86 *New 2024-03-31 2,919 $203,000 2,919
   1776 WEALTH LLC 130 *New 2024-03-31 2,887 $201,000 2,887
   Ahrens Investment Partners LLC 217 *New 2023-03-31 1,920 $104,000 1,920
   Atlantic Trust Group LLC 1901 *New 2024-03-31 401 $28,000 401
   Continuum Advisory LLC 850 *New 2024-03-31 200 $14,000 200
   Newbridge Financial Services Group Inc. 1043 *New 2024-03-31 12 $1,000 12
   KESSLER INVESTMENT GROUP, LLC 171 *New 2024-03-31 2 $0 2
  27 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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