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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 88    1
Total shares held : 
 3,399,820  
% of shares held : 
 37.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -1  
Amount of shares held : 
 17,807  
% of shares held change : 
   0.2%  
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 :
11
 192,056
 5.65%
 
Increased Positions :
27
 413,465
 12.16%
 
Unchanged Positions :
21
 340,244
 10.01%
 
Decreased Positions :
29
-487,172
-14.33%
 
Closed Positions :
10
-100,542
-2.96%
 
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
   Kestra Advisory Services LLC 553 - 2024-03-31 109,504 $4,653,000 72,295
   LPL FINANCIAL CORP 1931 - 2024-03-31 94,156 $4,001,000 47,235
   PROSPERA FINANCIAL SERVICES 295 - 2023-12-31 52,515 $2,113,000 620
   FSB PREMIER WEALTH MANAGEMENT INC. 30 - 2024-03-31 38,420 $1,633,000 877
   Gerber Kawasaki Wealth & Investment Management 111 - 2024-03-31 36,878 $1,567,000 36,878
   MULTIFINANCIAL SECURITIES CORP 936 - 2024-03-31 36,593 $1,555,000 2,953
   ROYAL BANK OF CANADA 2782 - 2024-03-31 31,124 $1,323,000 1,797
   DHJJ Financial Advisors Ltd. 56 - 2024-03-31 17,508 $744,000 115
   CITADEL ADVISORS LLC 3396 - 2024-03-31 16,693 $709,000 9,579
   PROEQUITIES INC. 373 - 2024-03-31 16,566 $704,000 7,240
   Change Path LLC 484 - 2024-03-31 15,612 $663,000 39
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3370 - 2024-03-31 12,313 $523,000 12,313
   KINGSWOOD WEALTH ADVISORS LLC 366 - 2024-03-31 10,900 $463,000 100
   Ameritas Advisory Services LLC 604 - 2024-03-31 9,842 $414,000 9,842
   CREATIVE FINANCIAL DESIGNS INC /ADV 291 - 2024-03-31 9,484 $403,000 370
   Opes Wealth Management LLC 109 - 2024-03-31 6,842 $291,000 131
  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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