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Get Institutions for : 
First Tr Exchng Traded Fd Vi (BUFR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 241    27
Total shares held : 
 89,326,931  
% of shares held : 
 99.25%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   89  
Amount of shares held : 
 27,924,964  
% of shares held change : 
   31.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
51
 5,340,805
 5.98%
 
Increased Positions :
113
 24,884,719
 27.86%
 
Unchanged Positions :
26
 2,212,291
 2.48%
 
Decreased Positions :
51
-1,378,350
-1.54%
 
Closed Positions :
24
-922,210
-1.03%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 52 - 2024-03-31 24,902,705 $696,280,000 3,034,557
   COMMONWEALTH EQUITY SERVICES LLC. 66 - 2024-03-31 5,997,573 $167,692,000 2,082,727
   Cetera Investment Advisers 40 - 2024-03-31 5,834,841 $163,142,000 4,476,446
   Advisor Group Holdings Inc. 64 - 2024-03-31 4,492,308 $125,603,000 429,664
   ENVESTNET ASSET MANAGEMENT INC 421 - 2024-03-31 3,925,887 $109,768,000 545,886
   MULTIFINANCIAL SECURITIES CORP 13 - 2024-03-31 3,575,224 $99,963,000 2,918,716
   ROYAL BANK OF CANADA 609 - 2024-03-31 2,476,080 $69,232,000 987,036
   MML INVESTORS SERVICES LLC 67 - 2024-03-31 2,360,224 $65,992,000 586,193
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 74 - 2024-03-31 2,279,513 $63,735,000 837,121
   CWM LLC 60 - 2024-03-31 2,276,465 $63,650,000 303,155
   Kestra Advisory Services LLC 52 - 2024-03-31 1,760,583 $49,226,000 81,980
   JANNEY MONTGOMERY SCOTT LLC 142 - 2024-03-31 1,753,663 $49,032,000 31,893
   FINANCIAL NETWORK 97 - 2024-03-31 1,514,552 $42,347,000 249,749
   Private Advisor Group LLC 77 - 2024-03-31 1,421,685 $39,750,000 153,249
   KESTRA PRIVATE WEALTH SERVICES LLC 18 - 2024-03-31 1,262,549 $35,301,000 672,406
   IHT Wealth Management LLC 11 - 2024-03-31 1,232,825 $34,470,000 118,663
   MILESTONE ASSET MANAGEMENT LLC 1 - 2024-03-31 1,183,862 $33,101,000 659,889
   Tradition Wealth Management LLC 3 - 2024-03-31 1,146,472 $32,055,000 -79,018
   Atria Wealth Solutions Inc. 45 - 2024-03-31 1,114,410 $31,159,000 132,210
   Hobart Private Capital LLC 2 - 2024-03-31 1,083,815 $30,303,000 136,098
   Gladstone Institutional Advisory LLC 10 - 2024-03-31 976,511 $27,303,000 -84,177
   BB&T CORP 352 - 2024-03-31 959,290 $26,822,000 254,078
   Good Life Advisors LLC 9 - 2024-03-31 903,979 $25,275,000 -14,678
   Centennial Wealth Advisory LLC 2 - 2024-03-31 819,128 $22,903,000 90,371
   TOWNSQUARE CAPITAL LLC 69 - 2024-03-31 783,711 $21,913,000 202,975
   PROSPERA FINANCIAL SERVICES 24 - 2023-12-31 778,139 $20,675,000 523,888
   Aptus Capital Advisors LLC 48 - 2024-03-31 731,045 $20,440,000 703,270
   HARBOUR INVESTMENTS INC. 20 - 2023-12-31 768,726 $20,425,000 150,216
   Goss Wealth Management LLC 117 - 2024-03-31 718,084 $20,078,000 194,225
   GUARDIAN WEALTH ADVISORS LLC / NC 9 - 2024-03-31 717,115 $20,051,000 690,155
   Creekmur Asset Management LLC 1 - 2024-03-31 706,167 $19,744,000 -124,793
   Arkadios Wealth Advisors 10 - 2024-03-31 671,482 $18,775,000 -11,339
   RFG Advisory Group LLC 24 - 2024-03-31 640,145 $17,898,000 361
   Integrated Wealth Concepts LLC 92 - 2024-03-31 638,961 $17,865,000 204,628
   INTL FCSTONE INC. 7 - 2024-03-31 620,801 $17,358,000 97,695
   Concorde Asset Management LLC 1 - 2024-03-31 614,906 $17,193,000 2,125
   Feltz Wealth PLAN Inc. 7 - 2024-03-31 596,381 $16,675,000 -1,180
   Financial Network Wealth Advisors LLC 1 - 2024-03-31 549,926 $15,376,000 -39,037
   GREAT VALLEY ADVISOR GROUP INC. 58 - 2024-03-31 548,647 $15,340,000 261,399
   Mach-1 Financial Group Inc. 2 - 2024-03-31 541,623 $15,144,000 33,107
   Sound View Wealth Advisors Group LLC 13 - 2024-03-31 512,622 $14,333,000 446,613
   HIGHTOWER ADVISORS, LLC 564 - 2024-03-31 511,860 $14,309,000 -6,509
   Coppell Advisory Solutions Corp. 7 *New 2024-03-31 464,788 $12,995,000 464,788
   MARINER WEALTH ADVISORS, LLC 432 - 2024-03-31 462,801 $12,940,000 287,183
   Amplius Wealth Advisors LLC 20 - 2024-03-31 442,269 $12,366,000 -762,837
   Brookstone Capital Management 108 - 2024-03-31 438,209 $12,252,000 83,177
   POM Investment Strategies LLC 4 - 2024-03-31 430,963 $12,050,000 26,425
   Pitti Group Wealth Management LLC 1 - 2024-03-31 414,803 $11,569,000 64
   SimpliFi Inc. 9 - 2024-03-31 389,201 $10,882,000 -7,935
   Solitude Financial Services 8 *New 2024-03-31 386,551 $10,808,000 386,551
   PSI Advisors LLC 4 - 2024-03-31 381,105 $10,656,000 275,811
   WealthPlan Investment Management LLC 19 - 2024-03-31 367,344 $10,271,000 -21,156
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 462 - 2024-03-31 365,711 $10,225,000 128,365
   FTB Advisors Inc. 106 - 2024-03-31 364,419 $10,189,000 830
   Drake & Associates LLC 12 - 2024-03-31 363,205 $10,155,000 22,649
   Tower Wealth Partners Inc. 7 - 2024-03-31 361,984 $10,121,000 1,482
   Simplicity WealthLLC 83 *New 2024-03-31 355,987 $9,953,000 355,987
   Concurrent Investment Advisors LLC 57 - 2024-03-31 340,622 $9,524,000 119,064
   RiverTree Advisors LLC 5 - 2024-03-31 338,462 $9,463,000 -79,763
   H D Vest Advisory Services 189 - 2024-03-31 331,785 $9,277,000 47,079
   Foundations Investment Advisors LLC 80 - 2024-03-31 327,200 $9,149,000 -491,181
   Redhawk Wealth Advisors Inc. 11 - 2024-03-31 326,105 $9,118,000 16,731
   Schulz Wealth LTD. 4 - 2024-03-31 321,463 $8,988,000 -9,244
   Hibernia Wealth Partners LLC 5 - 2024-03-31 314,552 $8,795,000 60,244
   Key Financial Inc 9 - 2024-03-31 309,168 $8,644,000 17,010
   ABLE Financial Group LLC 5 *New 2024-03-31 301,639 $8,434,000 301,639
   Change Path LLC 61 - 2024-03-31 301,569 $8,432,000 157,668
   Triton Wealth Management PLLC 4 - 2024-03-31 300,874 $8,328,000 69,257
   Strategic Blueprint LLC 39 - 2024-03-31 296,526 $8,291,000 270,703
   Bleakley Financial Group LLC 82 - 2024-03-31 284,557 $7,956,000 147,843
   MONEY CONCEPTS CAPITAL CORP 32 - 2024-03-31 284,490 $7,954,000 135,123
   Stratos Wealth Partners LTD. 156 - 2024-03-31 282,120 $7,888,000 133,178
   ICA Group Wealth Management LLC 12 - 2024-03-31 280,415 $7,840,000 61,013
   Valtinson Bruner Financial Planning LLC 5 - 2024-03-31 280,066 $7,831,000 92,221
   CENTAURUS FINANCIAL INC. 40 - 2024-03-31 274,620 $7,678,000 43,572
   NorthRock Partners LLC 26 - 2024-03-31 270,266 $7,557,000 5,972
   Sigma Planning Corp 82 - 2024-03-31 262,748 $7,346,000 184,698
   Envestnet Portfolio Solutions Inc. 296 - 2024-03-31 258,834 $7,237,000 41,470
   IFG Advisory LLC 37 - 2024-03-31 255,518 $7,144,000 115,992
   Sawtooth Asset Management Inc. 94 - 2023-12-31 256,493 $6,815,000 80,442
   JANE STREET GROUP LLC 1041 - 2024-03-31 242,290 $6,774,000 193,828
   Naviter Wealth LLC 19 *New 2024-03-31 232,732 $6,507,000 232,732
   Rockefeller Capital Management L.P. 618 - 2024-03-31 232,236 $6,493,000 49,390
   Financial Futures Ltd Liability Co. 9 - 2024-03-31 225,040 $6,292,000 21,474
   Resources Investment Advisors Inc. 172 - 2024-03-31 223,722 $6,255,000 10,648
   COLUMBIA ADVISORY PARTNERS LLC 6 - 2024-03-31 222,647 $6,225,000 -18,425
   Equitable Holdings Inc. 209 - 2024-03-31 219,933 $6,149,000 131,081
   Steward Partners Investment Advisory LLC 287 - 2024-03-31 217,883 $6,092,000 -2,604
   Twin Peaks Wealth Advisors LLC 6 - 2024-03-31 216,832 $6,063,000 98,043
   Kingsview Wealth Management LLC 151 - 2024-03-31 212,621 $5,945,000 -10,785
   Delta Investment Management LLC 19 *New 2024-03-31 210,750 $5,893,000 210,750
   Philip James Wealth Mangement LLC 8 - 2024-03-31 209,840 $5,867,000 11,376
   Purus Wealth Management LLC 8 - 2024-03-31 207,137 $5,792,000 -2,021
   Cooper Financial Group 23 - 2024-03-31 202,695 $5,667,000 175,241
   RENAISSANCE TECHNOLOGIES LLC 1345 - 2024-03-31 201,000 $5,620,000 -31,991
   Encompass More Asset Management 4 - 2024-03-31 195,618 $5,469,000 51,333
   Clarus Group Inc. 9 - 2024-03-31 188,280 $5,264,000 -5,262
   SSI INVESTMENT MANAGEMENT INC 20 - 2024-03-31 185,146 $5,177,000 780
   LINCOLN NATIONAL CORP 158 - 2024-03-31 179,092 $5,007,000 37,729
   CoreCap Advisors LLC 62 *New 2023-12-31 185,757 $4,936,000 185,757
  100 Records found
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