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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
   WELLS FARGO & CO/MN 457 - 2024-03-31 1,511,263 $105,290,000 106,311
   UBS Group AG 566 - 2024-03-31 1,132,605 $78,909,000 49,739
   ENVESTNET ASSET MANAGEMENT INC 788 - 2024-03-31 537,724 $37,463,000 3,995
   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
   MULTIFINANCIAL SECURITIES CORP 114 - 2024-03-31 326,597 $22,754,000 282,825
   COMMONWEALTH EQUITY SERVICES LLC. 506 - 2024-03-31 275,895 $19,222,000 8,987
   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
   New England Private Wealth Advisors LLC 15 - 2024-03-31 150,927 $10,521,000 16,786
   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
   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
   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
   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 LLC 22 - 2023-12-31 75,602 $4,845,000 37,119
   Kestra Advisory Services LLC 540 - 2024-03-31 68,765 $4,791,000 6,889
   FINANCIAL NETWORK 707 - 2024-03-31 58,329 $4,064,000 17,677
   Pacitti Group Inc. 11 - 2024-03-31 44,270 $3,084,000 684
   Lido Advisors LLC 334 - 2024-03-31 40,801 $2,843,000 40,801
   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
   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
   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
   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
   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
   Tyler-Stone Wealth Management 28 - 2024-03-31 25,096 $1,748,000 3,083
   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
   PROSPERA FINANCIAL SERVICES 360 - 2023-12-31 24,878 $1,594,000 2,287
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1039 - 2024-03-31 22,586 $1,574,000 3,380
   PARK AVENUE SECURITIES LLC 487 - 2024-03-31 22,575 $1,573,000 1,503
   US BANCORP 935 - 2024-03-31 21,972 $1,531,000 5,846
   Global Retirement Partners LLC 282 - 2024-03-31 21,630 $1,507,000 90
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 871 - 2023-09-30 24,627 $1,381,000 2,940
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 911 - 2024-03-31 19,343 $1,348,000 1,417
   MERCER GLOBAL ADVISORS INC /ADV 859 - 2024-03-31 18,437 $1,285,000 235
   Resources Investment Advisors Inc. 441 - 2024-03-31 17,964 $1,252,000 1,876
   CIBC WORLD MARKETS INC. 685 - 2024-03-31 17,919 $1,248,000 6,837
   Pinnacle Family Advisors LLC 34 - 2024-03-31 17,730 $1,235,000 477
   Retirement Planning Co of New England Inc. 51 - 2024-03-31 14,978 $1,043,000 87
   TFG Advisers LLC 76 - 2024-03-31 12,991 $905,000 697
   GeoWealth Management LLC 340 - 2024-03-31 11,044 $769,000 6,317
   Patriot Financial Group Insurance Agency LLC 200 - 2024-03-31 10,528 $733,000 2,323
   PCA Investment Advisory Services Inc. 49 - 2024-03-31 8,239 $574,000 8
   Cornerstone Wealth Management LLC 309 - 2024-03-31 8,154 $568,000 16
   TrueWealth Advisors LLC 88 - 2024-03-31 7,709 $537,000 709
   EP WEALTH ADVISORS, INC. 503 - 2024-03-31 7,482 $521,000 305
   ATLAS CAPITAL ADVISORS LLC 212 - 2024-03-31 7,350 $512,000 140
   GREAT VALLEY ADVISOR GROUP INC. 491 - 2024-03-31 7,273 $507,000 1,345
   NATIONAL ASSET MANAGEMENT, INC. 792 - 2024-03-31 8,885 $498,000 2,734
   HARBOR INVESTMENT ADVISORY LLC 231 - 2024-03-31 6,930 $483,000 150
   National Wealth Management Group LLC 76 - 2024-03-31 6,551 $456,000 2,975
   FMR LLC 2597 - 2024-03-31 6,482 $452,000 522
   EPG Wealth Management LLC 178 - 2024-03-31 6,413 $447,000 517
   Coastal Investment Advisors Inc. 261 - 2024-03-31 6,134 $427,000 1,620
   Dominguez Wealth Management Solutions Inc. 47 - 2024-03-31 6,029 $420,000 26
   Sawtooth Asset Management Inc. 740 - 2023-12-31 6,311 $404,000 2,428
   PFG Investments LLC 631 - 2024-03-31 5,622 $392,000 1,001
   Financial Perspectives Inc 87 - 2024-03-31 5,468 $381,000 3
   Waterfront Wealth Inc. 182 - 2024-03-31 5,635 $379,000 140
   ACCESS FINANCIAL SERVICES INC. 82 - 2024-03-31 4,779 $333,000 2
   Genesee Capital Advisors LLC 83 - 2024-03-31 4,742 $330,000 39
   PNC FINANCIAL SERVICES GROUP INC 1830 - 2024-03-31 4,684 $326,000 4
   ICA Group Wealth Management LLC 227 - 2024-03-31 4,337 $302,000 1,394
   GOLDMAN SACHS GROUP INC/ 4118 - 2024-03-31 4,261 $297,000 4,261
   RAYMOND JAMES TRUST CO 1022 - 2024-03-31 3,966 $276,000 376
   BENJAMIN EDWARDS INC 302 - 2024-03-31 3,633 $253,000 30
   HAZLETT BURT & WATSON INC. 174 - 2024-03-31 2,752 $191,000 724
   PRIVATE TRUST CO NA 724 - 2024-03-31 2,266 $158,000 236
   SIGNATUREFD, LLC 954 - 2024-03-31 2,239 $156,000 1,379
   PRINCIPAL SECURITIES INC. 1114 - 2024-03-31 2,177 $152,000 747
   GPS Wealth Strategies Group LLC 316 - 2024-03-31 1,964 $137,000 88
   Nelson Van Denburg & Campbell Wealth Management Gr 849 - 2024-03-31 1,889 $132,000 1,575
   CITIGROUP INC 3313 - 2024-03-31 1,765 $123,000 22
   WHITTIER TRUST CO 829 - 2024-03-31 1,178 $82,000 11
   Creekmur Asset Management LLC 204 - 2024-03-31 1,065 $74,000 3
  100 Records found
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