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Get Institutions for : 
First Trust Smid Cap Rising Dividend Achievers Etf (SDVY)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Baird Financial Group Inc. 283 - 2024-03-31 714,991 $24,896,000 -122,213
   PROSPERA FINANCIAL SERVICES 32 - 2023-12-31 533,298 $17,476,000 -83,226
   Sanchez Wealth Management Group 12 - 2024-03-31 375,197 $13,064,000 -16,104
   JANE STREET GROUP LLC 693 - 2024-03-31 360,377 $12,548,000 -111,117
   TrueWealth Advisors LLC 6 - 2024-03-31 241,554 $8,411,000 -75,172
   Per Stirling Capital Management LLC. 24 - 2024-03-31 195,023 $6,791,000 -6,295
   ARVEST INVESTMENTS INC. 27 - 2024-03-31 164,253 $5,719,000 -5,973
   Wealthcare Advisory Partners LLC 111 - 2024-03-31 136,108 $4,739,000 -6,448
   FSB PREMIER WEALTH MANAGEMENT INC. 9 - 2024-03-31 123,672 $4,306,000 -16,050
   Goss Wealth Management LLC 479 - 2024-03-31 105,780 $3,683,000 -9,978
   Naviter Wealth LLC 37 - 2024-03-31 102,975 $3,586,000 -19,434
   CX Institutional 153 - 2024-03-31 96,970 $3,376,000 -10,334
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 610 - 2023-09-30 112,510 $3,176,000 -1,287
   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
   US BANCORP 767 - 2024-03-31 69,524 $2,421,000 -12,316
   GOLDMAN SACHS GROUP INC/ 3107 - 2024-03-31 64,164 $2,234,000 -10,481
   HILLTOP HOLDINGS INC. 104 - 2024-03-31 63,433 $2,209,000 -8,465
   RENAISSANCE TECHNOLOGIES LLC 1999 - 2024-03-31 60,200 $2,096,000 -3,200
   Summit Investment Advisory Services LLC 14 - 2024-03-31 55,836 $1,944,000 -304
   Gladstone Institutional Advisory LLC 208 - 2024-03-31 55,217 $1,923,000 -2,358
   Purus Wealth Management LLC 33 - 2024-03-31 48,639 $1,694,000 -629
   Root Financial Partners LLC 27 - 2024-03-31 44,730 $1,557,000 -189
   PCG Wealth Advisors LLC 45 - 2024-03-31 42,908 $1,494,000 -17,668
   AE Wealth Management LLC 570 - 2024-03-31 41,278 $1,437,000 -356,379
   SILVER OAK SECURITIES Inc 104 - 2024-03-31 41,034 $1,429,000 -2,131
   Koshinski Asset Management Inc. 152 - 2024-03-31 40,204 $1,400,000 -22,724
   ORBA Wealth Advisors L.L.C. 41 - 2024-03-31 28,421 $990,000 -40
   CIBC WORLD MARKETS INC. 832 - 2024-03-31 19,914 $693,000 -1,929
   REGAL INVESTMENT ADVISORS, LLC 312 - 2024-03-31 18,533 $645,000 -6,431
   Clear Point Advisors Inc. 52 - 2024-03-31 17,887 $623,000 -1,747
   NATIONAL ASSET MANAGEMENT, INC. 752 - 2024-03-31 19,338 $546,000 -14,689
   Old Port Advisors 148 - 2023-09-30 14,666 $414,000 -60
   TFB Advisors LLC 177 - 2024-03-31 10,663 $350,000 -515
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4191 - 2024-03-31 7,639 $266,000 -13,522
   CHIRON CAPITAL MANAGEMENT LLC 92 - 2024-03-31 7,547 $263,000 -37,082
   Capital Analysts Inc. 410 - 2024-03-31 6,930 $241,000 -2,407
   Waterfront Wealth Inc. 232 - 2024-03-31 6,425 $214,000 -110
   Mattern Wealth Management LLC 173 - 2024-03-31 6,111 $213,000 -1,270
   Creekmur Asset Management LLC 114 - 2024-03-31 5,635 $196,000 -220
   DHJJ Financial Advisors Ltd. 149 - 2024-03-31 5,016 $175,000 -727
   CWM LLC 1967 - 2024-03-31 2,419 $84,000 -832
   Spire Wealth Management 1435 - 2024-03-31 724 $25,000 -75,709
   FARMERS & MERCHANTS INVESTMENTS INC 934 - 2024-03-31 83 $3,000 -216
   Coppell Advisory Solutions LLC 1387 - 2023-12-31 18 $1,000 -2,453
  45 Records found
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