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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
   1776 WEALTH LLC 14 - 2024-03-31 72,287 $3,072,000 0
   Fragasso Group Inc. 84 - 2024-03-31 43,208 $1,836,000 0
   Sloy Dahl & Holst LLC 21 - 2024-03-31 33,306 $1,415,000 0
   STEPHENS INC /AR/ 502 - 2024-03-31 32,430 $1,378,000 0
   THOROUGHBRED FINANCIAL SERVICES LLC 164 - 2024-03-31 29,462 $1,251,000 0
   Octavia Wealth Advisors LLC 72 - 2024-03-31 26,007 $1,105,000 0
   MCKINLEY CARTER WEALTH SERVICES, INC. 158 - 2024-03-31 21,559 $916,000 0
   SeaCrest Wealth Management LLC 233 - 2024-03-31 16,831 $715,000 0
   Sunbelt Securities Inc. 248 - 2024-03-31 15,555 $661,000 0
   Harwood Advisory Group LLC 88 - 2024-03-31 14,798 $629,000 0
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 192 - 2024-03-31 14,687 $624,000 0
   SWMG LLC 49 - 2024-03-31 13,584 $577,000 0
   WEALTHSOURCE PARTNERS LLC 391 - 2023-12-31 8,282 $333,000 0
   Catalina Capital Group LLC 159 - 2024-03-31 7,766 $330,000 0
   SOA Wealth Advisors LLC. 140 - 2024-03-31 7,379 $314,000 0
   Mutual Advisors LLC 848 - 2024-03-31 7,273 $309,000 0
   AIFG Consultants Ltd. 35 - 2024-03-31 6,903 $293,000 0
   Share Andrew L. 10 - 2024-03-31 6,000 $255,000 0
   Clear Creek Financial Management LLC 364 - 2024-03-31 5,679 $241,000 0
   We Are One Seven LLC 799 - 2024-03-31 5,416 $230,000 0
   Cedar Brook Financial Partners LLC 387 - 2024-03-31 5,310 $226,000 0
   BROWN WEALTH MANAGEMENT LLC 85 - 2024-03-31 5,100 $217,000 0
   Castleview Partners LLC 267 - 2024-03-31 2,171 $92,000 0
   Clear Point Advisors Inc. 179 - 2024-03-31 1,400 $59,000 0
   Tanglewood Legacy Advisors LLC 169 - 2024-03-31 1,030 $44,000 0
   Turtle Creek Wealth Advisors LLC 169 - 2024-03-31 860 $37,000 0
   Archer Investment Corp 506 - 2024-03-31 515 $22,000 0
   Capital Analysts Inc. 814 - 2024-03-31 460 $20,000 0
   SUMMIT INVESTMENT ADVISORS INC 2727 - 2024-03-31 300 $13,000 0
  29 Records found
  1    
  Page 1 of 1
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