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Get Institutions for : 
First Trust Dow Jones Internet Index (FDN)  
$194.30 0.60 (0.31%) as of 4:30 Mon 6/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 465    9
Total shares held : 
 18,336,712  
% of shares held : 
 34.93%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -31  
Amount of shares held : 
 -1,550,993  
% of shares held change : 
   -2.95%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $160.35  
Last Quarter's Ending Price : 
 $186.55  
Last Quarter's Average Price : 
 $167.16  
Change from last quarter's     
avg. price to the last closing  : 
27.14 (16.24%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
42
 174,127
 0.95%
 
Increased Positions :
128
 2,154,347
 11.75%
 
Unchanged Positions :
127
 236,389
 1.29%
 
Decreased Positions :
168
-1,487,274
-8.11%
 
Closed Positions :
33
-2,392,193
-13.05%
 
Guru Positions :
1
1,045,761
 5.7%
 
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
   Harel Insurance Investments & Financial Services L - 2024-03-31 57,000 $11,690,000 0
   MGB Wealth Management LLC 12 - 2024-03-31 15,358 $3,150,000 0
   1776 WEALTH LLC 30 - 2024-03-31 6,884 $1,412,000 0
   Smith Anglin Financial LLC 68 - 2024-03-31 5,565 $1,141,000 0
   U.S. Capital Wealth Advisors LLC 337 - 2024-03-31 5,201 $1,067,000 0
   Unconventional Investor LLC 13 - 2024-03-31 5,101 $1,046,000 0
   RWM Asset Management LLC 73 - 2024-03-31 4,986 $1,023,000 0
   Bedel Financial Consulting Inc. 76 - 2024-03-31 4,875 $1,000,000 0
   Ayalon Holdings Ltd. 53 - 2024-03-31 4,758 $976,000 0
   HARMONY ASSET MANAGEMENT LLC 64 - 2024-03-31 4,744 $973,000 0
   Milestone Advisory Partners 28 - 2023-09-30 5,526 $882,000 0
   Family Asset Management LLC 45 - 2024-03-31 4,244 $870,000 0
   Princeton Global Asset Management LLC 90 - 2024-03-31 3,967 $814,000 0
   L.M. KOHN & COMPANY 101 - 2024-03-31 3,780 $775,000 0
   Pathstone Holdings LLC 1487 - 2024-03-31 3,536 $725,000 0
   MCKINLEY CARTER WEALTH SERVICES, INC. 183 - 2024-03-31 3,277 $672,000 0
   LEVEL FOUR ADVISORY SERVICES LLC 396 - 2024-03-31 3,465 $646,000 0
   Rockline Wealth Management LLC 67 - 2024-03-31 3,087 $633,000 0
   Perennial Investment Advisors LLC 167 - 2024-03-31 3,082 $632,000 0
   WAYNE HUMMER ASSET MANAGEMENT CO 574 - 2024-03-31 2,954 $606,000 0
   Wealthstream Advisors Inc. 65 - 2024-03-31 2,765 $567,000 0
   CHOATE INVESTMENT ADVISORS 262 - 2024-03-31 2,470 $507,000 0
   TFG Advisers LLC 131 - 2024-03-31 2,227 $457,000 0
   VALLEY NATIONAL ADVISERS INC 170 - 2024-03-31 2,141 $439,000 0
   Glassman Wealth Services 38 - 2024-03-31 1,935 $397,000 0
   Columbia Asset Management 124 - 2024-03-31 2,110 $394,000 0
   Cambridge Advisors Inc. 132 - 2024-03-31 1,868 $383,000 0
   NORTHERN TRUST CORP 3652 - 2024-03-31 1,833 $376,000 0
   Maltin Wealth Management Inc. 85 - 2024-03-31 1,785 $366,000 0
   Crown Wealth Group LLC 61 - 2024-03-31 1,769 $363,000 0
   Syntegra Private Wealth Group LLC 99 - 2024-03-31 1,738 $356,000 0
   Quantinno Capital Management LP 1034 - 2024-03-31 1,737 $356,000 0
   Madison Wealth Partners Inc 82 - 2024-03-31 1,668 $342,000 0
   RSM US WEALTH MANAGEMENT LLC 509 - 2024-03-31 1,590 $326,000 0
   Camden Capital LLC 230 - 2024-03-31 1,586 $325,000 0
   High Net Worth Advisory Group LLC 152 - 2024-03-31 1,575 $323,000 0
   HFG Advisors Inc. 78 - 2024-03-31 1,453 $298,000 0
   Genesee Capital Advisors LLC 90 - 2024-03-31 1,370 $281,000 0
   WAYNE HUMMER INVESTMENTS L.L.C. 392 - 2024-03-31 1,366 $280,000 0
   OAK HARBOR WEALTH PARTNERS LLC 146 - 2024-03-31 1,282 $263,000 0
   COUNTRY TRUST BANK 113 - 2024-03-31 1,267 $260,000 0
   GARRISON POINT ADVISORS LLC 138 - 2024-03-31 1,268 $260,000 0
   Financial Advisory Service Inc. 266 - 2024-03-31 1,244 $255,000 0
   Keystone Wealth Services LLC 187 - 2024-03-31 1,214 $249,000 0
   Insight Advisors LLC/ PA 256 - 2024-03-31 1,207 $248,000 0
   Clarus Group Inc. 94 - 2024-03-31 1,181 $242,000 0
   Vident Advisory LLC 1134 - 2024-03-31 1,162 $238,000 0
   MATHES COMPANY INC 125 - 2024-03-31 1,100 $226,000 0
   Smartleaf Asset Management LLC 288 - 2024-03-31 1,156 $218,000 0
   SIGNATUREFD, LLC 796 - 2024-03-31 1,065 $218,000 0
   Tyler-Stone Wealth Management 181 - 2024-03-31 1,059 $217,000 0
   DB Wealth Management Group LLC 87 - 2023-12-31 1,122 $209,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 307 - 2024-03-31 1,000 $205,000 0
   Clear Point Advisors Inc. 106 - 2024-03-31 885 $182,000 0
   EPG Wealth Management LLC 256 - 2024-03-31 850 $174,000 0
   BDO Wealth Advisors LLC 280 - 2023-06-30 1,005 $164,000 0
   Bank of New Hampshire 209 - 2024-03-31 790 $162,000 0
   NATIONAL BANK OF CANADA /FI/ 1295 - 2024-03-31 703 $142,000 0
   Rosenberg Matthew Hamilton 246 - 2024-03-31 690 $142,000 0
   WASHINGTON TRUST CO 300 - 2024-03-31 683 $140,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 173 - 2023-12-31 645 $120,000 0
   KENFARB & CO. 119 - 2023-09-30 750 $120,000 0
   Transcendent Capital Group LLC 125 - 2024-03-31 575 $118,000 0
   HAZLETT BURT & WATSON INC. 229 - 2024-03-31 562 $115,000 0
   PARKSIDE FINANCIAL BANK & TRUST 511 - 2024-03-31 510 $105,000 0
   Security National Bank 145 - 2024-03-31 495 $102,000 0
   Strengthening Families & Communities LLC 90 - 2024-03-31 404 $83,000 0
   BLACKROCK INC. 4462 - 2024-03-31 400 $82,000 0
   GoalVest Advisory LLC 171 - 2024-03-31 368 $75,000 0
   West Branch Capital LLC 142 - 2024-03-31 360 $74,000 0
   City State Bank 273 - 2024-03-31 361 $74,000 0
   WHITTIER TRUST CO 857 - 2024-03-31 350 $72,000 0
   AdvisorNet Financial Inc 714 - 2024-03-31 344 $71,000 0
   KISTLERTIFFANY COMPANIES, LLC 453 - 2023-06-30 415 $68,000 0
   Beacon Capital Management LLC 266 - 2024-03-31 284 $58,000 0
   SALEM INVESTMENT COUNSELORS INC 541 - 2024-03-31 260 $53,000 0
   Hartland & Co. LLC 751 - 2024-03-31 250 $51,000 0
   AMERICAN NATIONAL BANK 319 - 2024-03-31 250 $51,000 0
   WHITTIER TRUST CO OF NEVADA INC 680 - 2024-03-31 245 $50,000 0
   FinTrust Capital Advisors LLC 511 - 2024-03-31 239 $49,000 0
   M&R CAPITAL MANAGEMENT INC 230 - 2024-03-31 232 $48,000 0
   HM PAYSON & CO 605 - 2023-12-31 259 $48,000 0
   HHM Wealth Advisors LLC 303 - 2024-03-31 233 $48,000 0
   Glass Jacobson Investment Advisors llc 359 - 2024-03-31 230 $47,000 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 856 - 2024-03-31 227 $47,000 0
   Capital Advisors Ltd. LLC 461 - 2024-03-31 211 $43,000 0
   ALBION FINANCIAL GROUP /UT 236 - 2024-03-31 206 $42,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 697 - 2024-03-31 200 $41,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 837 - 2024-03-31 188 $39,000 0
   BARTLETT & CO. LLC 735 - 2023-12-31 200 $38,000 0
   Key Financial Inc 513 - 2024-03-31 156 $32,000 0
   Hexagon Capital Partners LLC 535 - 2024-03-31 155 $32,000 0
   MCF Advisors LLC 456 - 2024-03-31 150 $31,000 0
   CALDWELL SUTTER CAPITAL INC. 444 - 2024-03-31 120 $25,000 0
   FWL INVESTMENT MANAGEMENT LLC 128 - 2024-03-31 119 $24,000 0
   Venturi Wealth Management LLC 712 - 2024-03-31 109 $22,000 0
   Tidemark LLC 321 - 2024-03-31 108 $22,000 0
   BIDWELL C M & ASSOCIATES LTD/ 259 - 2024-03-31 100 $21,000 0
   Y.D. More Investments Ltd 286 - 2024-03-31 100 $21,000 0
   MARK SHEPTOFF FINANCIAL PLANNING LLC 232 - 2024-03-31 100 $21,000 0
  100 Records found
  1    
  Page 1 of 1
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