Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
First Trust Nasdaq Artificial Intelligence And Robotics (ROBT)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 132    4
Total shares held : 
5,402,497  
% of shares held : 
6%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  12  
Amount of shares held : 
-128,806  
% of shares held change : 
  -0.14%  
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 :
15
 178,134
 3.3%
 
Increased Positions :
48
 769,207
 14.24%
 
Unchanged Positions :
29
 55,627
 1.03%
 
Decreased Positions :
40
-976,338
-18.07%
 
Closed Positions :
11
-99,809
-1.85%
 
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
   WELLS FARGO & CO/MN 1389 - 2024-03-31 278,882 $12,617,000 -57,597
   Good Life Advisors LLC 26 - 2024-03-31 202,262 $9,150,000 -5,199
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1015 - 2024-03-31 137,615 $6,226,000 -1,426
   BB&T CORP 799 - 2024-03-31 137,075 $6,201,000 -6,077
   ENVESTNET ASSET MANAGEMENT INC 1891 - 2024-03-31 124,665 $5,640,000 -6,089
   EPG Wealth Management LLC 31 - 2024-03-31 56,404 $2,552,000 -362
   Sargent Investment Group LLC 46 - 2024-03-31 48,755 $2,206,000 -2,910
   COMMONWEALTH EQUITY SERVICES LLC. 1831 - 2024-03-31 40,057 $1,812,000 -3,389
   AE Wealth Management LLC 702 - 2024-03-31 17,128 $775,000 -43,501
   Camden Capital LLC 142 - 2024-03-31 14,752 $667,000 -2,550
   GOLDMAN SACHS GROUP INC/ 3782 - 2024-03-31 14,750 $667,000 -7,441
   NBC SECURITIES INC. 394 - 2024-03-31 12,676 $573,000 -670
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1532 - 2024-03-31 11,800 $534,000 -488
   DAVIDSON D A & CO 1127 - 2024-03-31 7,503 $339,000 -265
   Gladstone Institutional Advisory LLC 523 - 2024-03-31 6,855 $310,000 -5,138
   Capital Investment Advisory Services LLC 395 - 2024-03-31 6,778 $307,000 -27
   TCP Asset Management LLC 61 - 2024-03-31 5,626 $255,000 -606
   J.W. COLE ADVISORS INC. 821 - 2024-03-31 4,521 $205,000 -1,386
   Steward Partners Investment Advisory LLC 1458 - 2024-03-31 4,164 $188,000 -13,688
   HARBOUR INVESTMENTS INC. 1124 - 2023-12-31 2,243 $102,000 -153
   IFP Advisors Inc 1229 - 2023-12-31 2,144 $98,000 -375
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 667 - 2024-03-31 1,803 $82,000 -370
   Migdal Insurance & Financial Holdings Ltd. 273 - 2024-03-31 1,144 $52,000 -140
   Global Retirement Partners LLC 1413 - 2024-03-31 1,084 $49,000 -124
   Dunhill Financial LLC 157 - 2024-03-31 560 $25,000 -9
   Coston McIsaac & Partners 421 - 2024-03-31 161 $7,000 -237
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 721 - 2024-03-31 1 $0 -90

  27 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results