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Get Institutions for : 
First Trust Ise Global Copper Index Fund (CU)  
$12.90 0.09 (0.73%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 77    7
Total shares held : 
12,136,979  
% of shares held : 
6.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -26  
Amount of shares held : 
-937,921  
% of shares held change : 
  -0.48%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$13.04  
Last Quarter's Ending Price : 
$13.27  
Last Quarter's Average Price
$12.59  
Change from last quarter's     
avg. price to the last closing  : 
0.31 (2.47%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 164,782
 1.36%
 
Increased Positions :
21
 862,122
 7.1%
 
Unchanged Positions :
12
 111,830
 0.92%
 
Decreased Positions :
40
-1,653,247
-13.62%
 
Closed Positions :
11
-311,578
-2.57%
 
Guru Positions :
0
 0%
 
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 period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   LPL FINANCIAL CORP 775 - 2024-03-31 2,171,948 $28,832,000 -207,379
   MORGAN STANLEY 3433 - 2024-03-31 632,765 $8,400,000 -329,673
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 594 - 2024-03-31 518,325 $6,881,000 -36,031
   Financial Partners Group Inc 26 - 2024-03-31 461,033 $6,120,000 -40,850
   ROYAL BANK OF CANADA 1846 - 2024-03-31 407,619 $5,411,000 -193,010
   Arkadios Wealth Advisors 100 - 2024-03-31 225,715 $2,996,000 -19,899
   RFG Advisory Group LLC 175 - 2024-03-31 204,965 $2,721,000 -61,222
   PCG Wealth Advisors LLC 32 - 2024-03-31 174,611 $2,318,000 -209,268
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1597 - 2024-03-31 159,883 $2,122,000 -95,132
   Advisor Group Holdings Inc. 1672 - 2024-03-31 154,810 $2,055,000 -66,985
   RAYMOND JAMES & ASSOCIATES 2142 - 2024-03-31 151,723 $2,014,000 -119,612
   Sawtooth Asset Management Inc. 354 - 2023-12-31 118,432 $1,542,000 -9
   STIFEL FINANCIAL CORP 2114 - 2024-03-31 83,939 $1,114,000 -2,285
   DAVIDSON D A & CO 708 - 2024-03-31 80,147 $1,064,000 -2,616
   Equitable Holdings Inc. 614 - 2024-03-31 76,651 $1,018,000 -389
   BANK OF AMERICA CORP /DE/ 4056 - 2024-03-31 71,458 $949,000 -6,820
   Quad-Cities Investment Group LLC 43 - 2024-03-31 70,906 $941,000 -1,148
   Monument Capital Management 95 - 2024-03-31 57,698 $766,000 -2,305
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 369 - 2024-03-31 44,682 $593,000 -515
   FINANCIAL NETWORK 1816 - 2024-03-31 44,217 $587,000 -20,733
   Koshinski Asset Management Inc. 330 - 2024-03-31 35,702 $474,000 -20,342
   MML INVESTORS SERVICES LLC 1865 - 2024-03-31 32,953 $437,000 -25,097
   HARBOUR INVESTMENTS INC. 579 - 2023-12-31 33,048 $430,000 -2,379
   PRINCIPAL SECURITIES INC. 735 - 2024-03-31 31,448 $417,000 -57,351
   Aveo Capital Partners LLC 246 - 2024-03-31 30,229 $408,000 -5,142
   COLUMBIA ADVISORY PARTNERS LLC 35 - 2024-03-31 29,548 $392,000 -13,729
   Independent Wealth Network Inc. 149 - 2024-03-31 26,571 $353,000 -1,827
   WELLS FARGO & CO/MN 3629 - 2024-03-31 25,382 $337,000 -26,788
   Cambridge Advisors Inc. 134 - 2024-03-31 24,845 $330,000 -4,716
   Kestra Advisory Services LLC 1944 - 2024-03-31 23,777 $316,000 -1,988
   AE Wealth Management LLC 936 - 2024-03-31 23,747 $315,000 -14,510
   BENJAMIN EDWARDS INC 290 - 2024-03-31 20,619 $274,000 -2,332
   Accel Wealth Management 176 - 2024-03-31 19,450 $258,000 -2,791
   Walkner Condon Financial Advisors LLC 244 - 2024-03-31 17,671 $235,000 -144,747
   KESTRA PRIVATE WEALTH SERVICES LLC 1133 - 2024-03-31 16,547 $220,000 -4,804
   FSB PREMIER WEALTH MANAGEMENT INC. 176 - 2024-03-31 12,866 $171,000 -1,780
   Snowden Capital Advisors LLC 1126 - 2024-03-31 12,162 $161,000 -123,157
   COMERICA BANK 2709 - 2024-03-31 4,265 $57,000 -1,469
   CWM LLC 2500 - 2024-03-31 2,722 $36,000 -3,649
   IFP Advisors Inc 2082 - 2023-12-31 900 $12,000 -300
   NBC SECURITIES INC. 1747 - 2024-03-31 531 $7,000 -323
   TOWER RESEARCH CAPITAL LLC 4655 - 2024-03-31 392 $5,000 -187
   BENJAMIN F. EDWARDS & COMPANY INC. 1978 - 2024-03-31 254 $3,000 -60,158

  43 Records found
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