Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
First Trust Smid Cap Rising Dividend Achievers Etf (SDVY)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 221    34
Total shares held : 
 56,685,589  
% of shares held : 
 62.98%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   101  
Amount of shares held : 
 16,760,476  
% of shares held change : 
   18.62%  
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 :
42
 1,624,292
 2.87%
 
Increased Positions :
113
 16,029,349
 28.28%
 
Unchanged Positions :
20
 910,280
 1.61%
 
Decreased Positions :
46
-693,242
-1.22%
 
Closed Positions :
8
-199,923
-0.35%
 
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 88 - 2024-03-31 13,252,608 $461,456,000 4,159,143
   MORGAN STANLEY 562 - 2024-03-31 10,454,203 $364,015,000 4,222,732
   WELLS FARGO & CO/MN 244 - 2024-03-31 7,362,001 $256,345,000 2,884,233
   UBS Group AG 393 - 2024-03-31 3,842,201 $133,785,000 2,136,226
   BANK OF AMERICA CORP /DE/ 788 - 2024-03-31 3,743,190 $130,338,000 2,002,375
   RAYMOND JAMES & ASSOCIATES 225 - 2024-03-31 3,307,225 $115,158,000 727,612
   ROYAL BANK OF CANADA 489 - 2024-03-31 2,873,524 $100,056,000 1,067,606
   LVZ Advisors Inc. 1 *New 2024-03-31 2,693,387 $93,784,000 2,693,387
   BB&T CORP 157 - 2024-03-31 2,468,838 $85,965,000 365,202
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 163 - 2024-03-31 2,430,439 $84,628,000 853,848
   STIFEL FINANCIAL CORP 239 - 2024-03-31 2,091,538 $72,829,000 522,254
   COMMONWEALTH EQUITY SERVICES LLC. 186 - 2024-03-31 1,775,489 $61,823,000 688,037
   ENVESTNET ASSET MANAGEMENT INC 587 - 2024-03-31 1,774,622 $61,792,000 728,884
   Advisor Group Holdings Inc. 143 - 2024-03-31 1,769,500 $61,619,000 125,091
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 97 - 2024-03-31 1,400,969 $48,782,000 276,068
   BLAIR WILLIAM & CO/IL 152 - 2024-03-31 966,461 $33,652,000 237,950
   Private Advisor Group LLC 99 - 2024-03-31 849,602 $29,583,000 152,138
   MML INVESTORS SERVICES LLC 189 - 2024-03-31 835,967 $29,108,000 414,588
   Horizon Advisory Services Inc. 1 - 2024-03-31 809,790 $28,197,000 0
   Kestra Advisory Services LLC 116 - 2024-03-31 764,110 $26,606,000 252,523
   MULTIFINANCIAL SECURITIES CORP 98 - 2024-03-31 763,318 $26,579,000 676,723
   Baird Financial Group Inc. 283 - 2024-03-31 714,991 $24,896,000 -122,213
   Steward Partners Investment Advisory LLC 79 - 2024-03-31 680,773 $23,704,000 224,747
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 284 - 2024-03-31 676,558 $23,558,000 169,214
   FINANCIAL NETWORK 181 - 2024-03-31 665,534 $23,174,000 257,664
   HIGHTOWER ADVISORS, LLC 427 - 2024-03-31 663,452 $23,104,000 283,086
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 344 - 2024-03-31 518,530 $18,055,000 48,352
   PROSPERA FINANCIAL SERVICES 32 - 2023-12-31 533,298 $17,476,000 -83,226
   KESTRA PRIVATE WEALTH SERVICES LLC 54 - 2024-03-31 498,225 $17,348,000 248,150
   Good Life Advisors LLC 15 - 2024-03-31 463,115 $16,126,000 315,015
   Cetera Investment Advisers 131 - 2024-03-31 411,777 $14,338,000 -191,051
   Pine Valley Investments Ltd Liability Co 17 - 2024-03-31 387,141 $13,480,000 22,022
   Sanchez Wealth Management Group 12 - 2024-03-31 375,197 $13,064,000 -16,104
   Advantage Trust Co 4 - 2024-03-31 373,795 $13,016,000 620
   JANE STREET GROUP LLC 693 - 2024-03-31 360,377 $12,548,000 -111,117
   H D Vest Advisory Services 147 - 2024-03-31 344,864 $12,008,000 242,402
   Western Wealth Management LLC 19 - 2024-03-31 343,777 $11,970,000 26,270
   DAVIDSON D A & CO 160 - 2024-03-31 333,156 $11,600,000 84,325
   Wagner Wealth Management LLC 9 *New 2024-03-31 329,773 $11,483,000 329,773
   Integrated Wealth Concepts LLC 143 - 2024-03-31 323,867 $11,277,000 94,555
   Presidio Capital Management LLC 5 *New 2024-03-31 298,630 $10,398,000 298,630
   Visionary Wealth Advisors 32 - 2024-03-31 296,485 $10,324,000 165,277
   Ergawealth Advisors Inc. 7 - 2024-03-31 294,939 $10,270,000 15,542
   JANNEY MONTGOMERY SCOTT LLC 550 - 2024-03-31 269,868 $9,397,000 26,042
   FIRST HEARTLAND CONSULTANTS INC 26 - 2024-03-31 264,635 $9,215,000 123,996
   Aft Forsyth & Sober LLC 8 *New 2024-03-31 250,000 $8,705,000 250,000
   Astor Investment Management LLC 11 *New 2024-03-31 247,078 $8,603,000 247,078
   TrueWealth Advisors LLC 6 - 2024-03-31 241,554 $8,411,000 -75,172
   Sigma Planning Corp 74 - 2024-03-31 228,883 $7,970,000 190,471
   Mach-1 Financial Group Inc. 5 - 2024-03-31 219,135 $7,630,000 90,246
   MARINER WEALTH ADVISORS, LLC 593 - 2024-03-31 215,988 $7,521,000 17,174
   TMD Wealth Management LLC 15 *New 2024-03-31 214,290 $7,462,000 214,290
   PROEQUITIES INC. 44 - 2024-03-31 199,197 $6,936,000 168,922
   Per Stirling Capital Management LLC. 24 - 2024-03-31 195,023 $6,791,000 -6,295
   BENJAMIN F. EDWARDS & COMPANY INC. 183 - 2024-03-31 191,010 $6,651,000 65,530
   Crumly & Associates Inc. 20 - 2024-03-31 186,356 $6,489,000 164,785
   AIFG Consultants Ltd. 11 - 2024-03-31 184,577 $6,427,000 9,932
   Rockefeller Capital Management L.P. 621 - 2024-03-31 183,054 $6,374,000 95,742
   Gallagher Fiduciary Advisors LLC 22 - 2024-03-31 181,859 $6,332,000 30,000
   Aprio Wealth Management LLC 19 - 2024-03-31 180,798 $6,295,000 20,212
   HARBOUR INVESTMENTS INC. 66 - 2023-12-31 189,608 $6,213,000 86,482
   RiverTree Advisors LLC 10 - 2024-03-31 177,716 $6,188,000 4,739
   WAYNE HUMMER INVESTMENTS L.L.C. 38 - 2024-03-31 176,158 $6,134,000 22,810
   INTL FCSTONE INC. 28 - 2024-03-31 175,861 $6,123,000 39,722
   TAP Consulting LLC 12 - 2024-03-31 175,408 $6,108,000 31,943
   IHT Wealth Management LLC 86 - 2024-03-31 172,393 $6,003,000 20,235
   Hobart Private Capital LLC 17 - 2024-03-31 171,984 $5,988,000 29,263
   Concorde Asset Management LLC 6 *New 2024-03-31 169,636 $5,907,000 169,636
   Elevated Capital Advisors LLC 11 - 2024-03-31 167,152 $5,820,000 148,396
   ARVEST INVESTMENTS INC. 27 - 2024-03-31 164,253 $5,719,000 -5,973
   J.W. COLE ADVISORS INC. 84 - 2024-03-31 148,392 $5,167,000 21,210
   Stratos Wealth Partners LTD. 236 - 2024-03-31 144,485 $5,031,000 20,428
   Equitable Holdings Inc. 240 - 2024-03-31 143,617 $5,001,000 43,006
   PSI Advisors LLC 12 - 2024-03-31 142,617 $4,966,000 31,368
   J P MORGAN CHASE & CO 2468 - 2024-03-31 142,599 $4,965,000 9,007
   Wealthcare Advisory Partners LLC 111 - 2024-03-31 136,108 $4,739,000 -6,448
   Harwood Advisory Group LLC 25 *New 2024-03-31 128,353 $4,469,000 128,353
   N.E.W. Advisory Services LLC 34 - 2024-03-31 125,928 $4,385,000 113,991
   FSB PREMIER WEALTH MANAGEMENT INC. 9 - 2024-03-31 123,672 $4,306,000 -16,050
   Redhawk Wealth Advisors Inc. 33 - 2024-03-31 123,420 $4,297,000 116,154
   Financial Advocates Investment Management 104 - 2024-03-31 107,682 $3,749,000 9,819
   Goss Wealth Management LLC 479 - 2024-03-31 105,780 $3,683,000 -9,978
   SYNOVUS FINANCIAL CORP 235 - 2024-03-31 105,510 $3,674,000 12,399
   GPS Wealth Strategies Group LLC 29 - 2024-03-31 103,031 $3,588,000 16,984
   Naviter Wealth LLC 37 - 2024-03-31 102,975 $3,586,000 -19,434
   Owen LaRue LLC 15 - 2024-03-31 102,973 $3,586,000 11,583
   D E SHAW & CO INC 1338 - 2024-03-31 100,296 $3,492,000 88,652
   ICA Group Wealth Management LLC 32 - 2024-03-31 97,038 $3,379,000 90,419
   CX Institutional 153 - 2024-03-31 96,970 $3,376,000 -10,334
   Capital Investment Advisory Services LLC 72 - 2024-03-31 91,355 $3,181,000 44,854
   Stratos Wealth Advisors LLC 130 - 2024-03-31 91,333 $3,180,000 19,407
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 610 - 2023-09-30 112,510 $3,176,000 -1,287
   RFG Advisory Group LLC 150 - 2024-03-31 90,466 $3,150,000 37,901
   SIGNALPOINT ASSET MANAGEMENT, LLC 26 - 2024-03-31 86,830 $3,023,000 -46,943
   Atria Wealth Solutions Inc. 500 - 2024-03-31 84,615 $2,946,000 -22,397
   Cherry Creek Investment Advisors Inc. 19 - 2024-03-31 78,732 $2,741,000 11,469
   CUSTOM INDEX SYSTEMS LLC 9 - 2024-03-31 78,582 $2,736,000 25,457
   POM Investment Strategies LLC 13 - 2024-03-31 77,808 $2,709,000 3,488
   Cedrus LLC 19 - 2024-03-31 77,168 $2,687,000 7,004
   SECURED RETIREMENT ADVISORS LLC 8 - 2024-03-31 76,209 $2,654,000 1,051
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us