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Get Institutions for : 
Market Vectors Preferred Securities Ex Financials (PFXF)  
$17.38 0.11 (0.64%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 160    9
Total shares held : 
 23,300,487  
% of shares held : 
 58.77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   14  
Amount of shares held : 
 847,765  
% of shares held change : 
   2.14%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $16.36  
Last Quarter's Ending Price : 
 $17.18  
Last Quarter's Average Price : 
 $16.54  
Change from last quarter's     
avg. price to the last closing  : 
0.84 (5.08%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
21
 698,029
 3%
 
Increased Positions :
56
 2,405,838
 10.33%
 
Unchanged Positions :
32
 1,962,630
 8.42%
 
Decreased Positions :
51
-2,128,889
-9.14%
 
Closed Positions :
12
-127,213
-0.55%
 
Guru Positions :
1
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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 487 - 2024-03-31 1,189,362 $21,040,000 -18,585
   Advisor Group Holdings Inc. 782 - 2024-03-31 457,198 $8,088,000 -2,376
   MY Wealth Management Inc. 9 - 2024-03-31 257,780 $4,560,000 -690,219
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 837 - 2024-03-31 215,527 $3,813,000 -28,256
   Concurrent Investment Advisors LLC 174 - 2024-03-31 173,917 $3,077,000 -3,278
   Brendel Financial Advisors LLC - 2024-03-31 172,600 $3,053,000 -1,841
   BB&T CORP 1157 - 2024-03-31 143,424 $2,537,000 -125
   Joseph P. Lucia & Associates LLC 36 - 2024-03-31 111,129 $1,966,000 -2,283
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 976 - 2024-03-31 102,665 $1,816,000 -1,795
   Lido Advisors LLC 438 - 2024-03-31 91,611 $1,621,000 -76,927
   SHEETS SMITH & ASSOCIATES INC 123 - 2024-03-31 88,069 $1,558,000 -9,080
   Powell Investment Advisors LLC 23 - 2024-03-31 82,060 $1,452,000 -738
   Advisory Resource Group 61 - 2024-03-31 75,632 $1,338,000 -439
   Signature Wealth Management Group 60 - 2024-03-31 71,709 $1,218,000 -318
   MIDLAND WEALTH ADVISORS LLC 93 - 2024-03-31 51,924 $919,000 -1,952
   PLIMOTH TRUST CO LLC 94 - 2024-03-31 45,049 $797,000 -12,201
   THRIVENT FINANCIAL FOR LUTHERANS 1961 - 2024-03-31 43,632 $772,000 -5,364
   Apollon Wealth Management LLC 555 - 2024-03-31 42,014 $743,000 -1,010
   NORTHERN OAK CAPITAL MANAGEMENT INC 140 - 2024-03-31 39,900 $706,000 -56,744
   Procyon Private Wealth Partners LLC 297 - 2024-03-31 34,246 $606,000 -7,928
   IWAMOTO KONG & CO INC 102 - 2024-03-31 30,000 $531,000 -250
   Mid-American Wealth Advisory Group Inc. 26 - 2024-03-31 26,372 $467,000 -8,623
   MAINSTAY CAPITAL MANAGEMENT LLC /ADV 75 - 2024-03-31 21,906 $388,000 -9,287
   Rockefeller Capital Management L.P. 1561 - 2024-03-31 18,229 $322,000 -1,018
   Hofer & Associates. Inc 44 - 2024-03-31 15,794 $279,000 -114
   Western Wealth Management LLC 560 - 2024-03-31 14,079 $249,000 -495
   Acorn Wealth Advisors LLC 174 - 2024-03-31 13,307 $235,000 -317
   ORLEANS CAPITAL MANAGEMENT CORP/LA 75 - 2023-12-31 13,450 $231,000 -700
   Equitable Holdings Inc. 1094 - 2024-03-31 11,318 $200,000 -3,237
   CITIGROUP INC 3168 - 2024-03-31 10,354 $183,000 -1,135
   STALEY CAPITAL ADVISERS INC 172 - 2024-03-31 10,000 $177,000 -1,300
   MEADOWBROOK INVESTMENT ADVISORS LLC 131 - 2024-03-31 7,235 $128,000 -300
   WOLFF WIESE MAGANA LLC 261 - 2024-03-31 735 $13,000 -12
   HOWE & RUSLING INC 350 - 2024-03-31 475 $8,000 -2,475
   GRADIENT INVESTMENTS LLC 846 - 2024-03-31 121 $2,000 -1,019
   BNP PARIBAS ARBITRAGE SA 3090 - 2024-03-31 5 $0 -3
  36 Records found
  1    
  Page 1 of 1
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