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Get Institutions for : 
First Trust Us Equity Dividend Select (RNDV)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 17    2
Total shares held : 
286,599  
% of shares held : 
14.33%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -1  
Amount of shares held : 
-225,743  
% of shares held change : 
  -11.29%  
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 :
3
 46,823
 16.34%
 
Increased Positions :
4
 2,512
 0.88%
 
Unchanged Positions :
3
 17,694
 6.17%
 
Decreased Positions :
7
-254,778
-88.9%
 
Closed Positions :
1
-20,300
-7.08%
 
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
   LPL FINANCIAL CORP 1453 - 2024-03-31 257,223 $8,141,000 150,428
   Collaborative Wealth Managment Inc. 42 - 2024-03-31 37,651 $1,192,000 -11,383
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2804 - 2024-03-31 25,924 $820,000 25,924
   Private Advisor Group LLC 1311 - 2024-03-31 23,206 $734,000 -2,733
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 392 - 2024-03-31 17,193 $544,000 -500
   COMMONWEALTH EQUITY SERVICES LLC. 3040 - 2024-03-31 11,653 $369,000 -680
   Private Portfolio Partners LLC 212 - 2024-03-31 9,774 $309,000 117
   DAVIDSON D A & CO 1162 *New 2024-03-31 9,728 $308,000 9,728
   GOLDMAN SACHS GROUP INC/ 4117 *New 2024-03-31 9,372 $297,000 9,372
   Advisor Group Holdings Inc. 3380 - 2024-03-31 8,735 $276,000 -1,024
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 555 - 2024-03-31 8,786 $275,000 -1,875
   ENVESTNET ASSET MANAGEMENT INC 3754 *New 2024-03-31 8,382 $265,000 8,382
   Global Retirement Partners LLC 892 - 2024-03-31 4,800 $152,000 0
   Ahrens Investment Partners LLC 208 *New 2023-03-31 3,926 $111,000 3,926
   ICA Group Wealth Management LLC 502 - 2024-03-31 1,950 $62,000 0
   NBC SECURITIES INC. 1239 - 2024-03-31 1,094 $34,000 2
   UBS Group AG 6544 - 2024-03-31 84 $3,000 -595
   IFP Advisors Inc 2723 - 2023-12-31 44 $1,000 -388
   CITADEL ADVISORS LLC 6288 *Closed 2024-03-31 0 $0 -36,161
   WELLS FARGO & CO/MN 6555 - 2024-03-31 1 $0 0
   MORGAN STANLEY 7497 - 2024-03-31 1 $0 0
   PROEQUITIES INC. 8001 - 2024-03-31 0 $0 0

  22 Records found
  1    
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