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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
   Coppell Advisory Solutions Corp. 7 *New 2024-03-31 464,788 $12,995,000 464,788
   Solitude Financial Services 8 *New 2024-03-31 386,551 $10,808,000 386,551
   Simplicity WealthLLC 83 *New 2024-03-31 355,987 $9,953,000 355,987
   ABLE Financial Group LLC 5 *New 2024-03-31 301,639 $8,434,000 301,639
   Naviter Wealth LLC 19 *New 2024-03-31 232,732 $6,507,000 232,732
   Delta Investment Management LLC 19 *New 2024-03-31 210,750 $5,893,000 210,750
   CoreCap Advisors LLC 62 *New 2023-12-31 185,757 $4,936,000 185,757
   Andina Capital Management LLC 10 *New 2024-03-31 127,639 $3,569,000 127,639
   PFG Investments LLC 97 *New 2024-03-31 122,884 $3,436,000 122,884
   Coppell Advisory Solutions LLC 35 *New 2023-12-31 112,272 $2,983,000 112,272
   OLD MISSION CAPITAL LLC 184 *New 2024-03-31 99,083 $2,770,000 99,083
   Wagner Wealth Management LLC 27 *New 2024-03-31 71,214 $1,991,000 71,214
   ICAPITAL WEALTH LLC 41 *New 2024-03-31 37,000 $1,035,000 37,000
   Belpointe Asset Management LLC 287 *New 2024-03-31 33,137 $927,000 33,137
   Keystone Financial Group 124 *New 2024-03-31 30,893 $864,000 30,893
   Independent Wealth Network Inc. 68 *New 2024-03-31 29,338 $820,000 29,338
   Ergawealth Advisors Inc. 24 *New 2024-03-31 28,532 $798,000 28,532
   EWG Elevate Inc. 70 *New 2024-03-31 27,763 $776,000 27,763
   Beacon Pointe Advisors LLC 965 *New 2024-03-31 15,251 $426,000 15,251
   WEALTHSOURCE PARTNERS LLC 385 *New 2023-12-31 13,360 $355,000 13,360
   Imprint Wealth LLC 205 *New 2024-03-31 12,509 $349,000 12,509
   Arete Wealth Advisors LLC 328 *New 2024-03-31 12,340 $345,000 12,340
   Apollon Financial LLC 116 *New 2024-03-31 11,444 $320,000 11,444
   Prosperity Financial Group Inc. 109 *New 2024-03-31 10,816 $302,000 10,816
   TWO SIGMA SECURITIES LLC 644 *New 2024-03-31 10,557 $295,000 10,557
   Independent Advisor Alliance 576 *New 2024-03-31 10,465 $293,000 10,465
   Strategic Financial Concepts LLC 235 *New 2024-03-31 10,082 $282,000 10,082
   True Capital Management 104 *New 2023-03-31 11,385 $267,000 11,385
   American Institute for Advanced Investment Managem 114 *New 2024-03-31 9,175 $257,000 9,175
   Sunbelt Securities Inc. 467 *New 2024-03-31 9,000 $252,000 9,000
   Element Wealth LLC 113 *New 2024-03-31 9,000 $252,000 9,000
   CASCADE INVESTMENT GROUP INC. 128 *New 2024-03-31 8,342 $233,000 8,342
   GPS Wealth Strategies Group LLC 230 *New 2024-03-31 8,138 $228,000 8,138
   PFG Advisors 599 *New 2024-03-31 8,021 $224,000 8,021
   Golden State Equity Partners 343 *New 2023-12-31 7,690 $204,000 7,690
   Retirement Group LLC 124 *New 2024-03-31 6,110 $171,000 6,110
   FIFTH THIRD BANCORP 1232 *New 2024-03-31 2,442 $68,000 2,442
   Financial Gravity Wealth Inc. 219 *New 2024-03-31 1,800 $50,000 1,800
   Pinnacle Bank 418 *New 2024-03-31 1,663 $46,000 1,663
   CITIGROUP INC 3758 *New 2024-03-31 1,600 $45,000 1,600
   TOWER RESEARCH CAPITAL LLC 2602 *New 2024-03-31 1,150 $32,000 1,150
   BANK OF AMERICA CORP /DE/ 6123 *New 2024-03-31 20 $1,000 20
   Raleigh Capital Management Inc. 829 *New 2024-03-31 30 $1,000 30
  43 Records found
  1    
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