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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 241    27
Total shares held : 
 89,326,931  
% of shares held : 
 99.25%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   89  
Amount of shares held : 
 27,924,964  
% of shares held change : 
   31.03%  
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 :
51
 5,340,805
 5.98%
 
Increased Positions :
113
 24,884,719
 27.86%
 
Unchanged Positions :
26
 2,212,291
 2.48%
 
Decreased Positions :
51
-1,378,350
-1.54%
 
Closed Positions :
24
-922,210
-1.03%
 
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 56 - 2023-12-31 21,868,148 $581,037,000 9,561,038
   Advisor Group Holdings Inc. 112 - 2023-12-31 4,062,644 $107,943,000 -188,187
   COMMONWEALTH EQUITY SERVICES LLC. 105 - 2023-12-31 3,914,846 $104,017,000 905,706
   ENVESTNET ASSET MANAGEMENT INC 431 - 2023-12-31 3,380,001 $89,807,000 1,113,046
   AE Wealth Management LLC 39 - 2023-12-31 2,892,775 $78,134,000 1,455,390
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 74 - 2024-03-31 2,279,513 $63,735,000 837,121
   CWM LLC 60 - 2024-03-31 2,276,465 $63,650,000 303,155
   MML INVESTORS SERVICES LLC 100 - 2023-12-31 1,774,031 $47,136,000 485,564
   JANNEY MONTGOMERY SCOTT LLC 139 - 2023-12-31 1,721,770 $45,747,000 139,025
   Kestra Advisory Services LLC 46 - 2023-12-31 1,678,603 $44,600,000 324,139
   ROYAL BANK OF CANADA 790 - 2023-12-31 1,489,044 $39,564,000 393,938
   Cetera Investment Advisers 64 - 2023-12-31 1,358,395 $36,093,000 21,673
   Private Advisor Group LLC 85 - 2023-12-31 1,268,436 $33,702,000 780,926
   FINANCIAL NETWORK 107 - 2023-12-31 1,264,803 $33,606,000 479,261
   MILESTONE ASSET MANAGEMENT LLC 1 - 2024-03-31 1,183,862 $33,101,000 659,889
   Tradition Wealth Management LLC 2 - 2023-12-31 1,225,490 $32,232,000 82,973
   Hobart Private Capital LLC 2 - 2024-03-31 1,083,815 $30,303,000 136,098
   IHT Wealth Management LLC 11 - 2023-12-31 1,114,162 $29,603,000 835,918
   Gladstone Institutional Advisory LLC 9 - 2023-12-31 1,060,688 $28,182,000 -23,033
   Atria Wealth Solutions Inc. 55 - 2023-12-31 982,200 $26,097,000 -36,231
   Good Life Advisors LLC 7 - 2023-12-31 918,657 $24,409,000 70,161
   Centennial Wealth Advisory LLC 2 - 2024-03-31 819,128 $22,903,000 90,371
   Foundations Investment Advisors LLC 40 *New 2023-12-31 818,381 $22,137,000 818,381
   Creekmur Asset Management LLC - 2023-12-31 830,960 $22,079,000 0
   PROSPERA FINANCIAL SERVICES 24 - 2023-12-31 778,139 $20,675,000 523,888
   HARBOUR INVESTMENTS INC. 20 - 2023-12-31 768,726 $20,425,000 150,216
   BB&T CORP 422 - 2023-12-31 705,212 $18,737,000 236,987
   Arkadios Wealth Advisors - 2023-12-31 682,821 $18,143,000 -15,167
   RFG Advisory Group LLC 24 - 2024-03-31 640,145 $17,898,000 361
   KICKSTAND VENTURES LLC. 3 *New 2023-12-31 666,562 $17,711,000 666,562
   MULTIFINANCIAL SECURITIES CORP 89 - 2023-12-31 656,508 $17,443,000 73,354
   Concorde Asset Management LLC 1 - 2023-12-31 612,781 $16,282,000 270,216
   Feltz Wealth PLAN Inc. 7 - 2023-12-31 597,561 $15,877,000 -9,189
   KESTRA PRIVATE WEALTH SERVICES LLC 54 - 2023-12-31 590,143 $15,680,000 258,002
   Financial Network Wealth Advisors LLC 1 - 2023-12-31 588,963 $15,649,000 0
   TOWNSQUARE CAPITAL LLC 79 - 2023-12-31 580,736 $15,430,000 -2,209
   Goss Wealth Management LLC 161 - 2023-12-31 523,859 $14,043,000 232,357
   INTL FCSTONE INC. 9 - 2023-12-31 523,106 $13,899,000 435,609
   HIGHTOWER ADVISORS, LLC 577 - 2023-12-31 518,369 $13,780,000 -158,438
   Mach-1 Financial Group Inc. 2 - 2023-12-31 508,516 $13,511,000 32,690
   Amplius Wealth Advisors LLC 20 - 2024-03-31 442,269 $12,366,000 -762,837
   Brookstone Capital Management 108 - 2024-03-31 438,209 $12,252,000 83,177
   FDX ADVISORS, INC. 19 - 2023-12-31 448,008 $11,904,000 -17,067
   Pitti Group Wealth Management LLC 1 - 2024-03-31 414,803 $11,569,000 64
   Integrated Wealth Concepts LLC 125 - 2023-12-31 434,333 $11,540,000 385,089
   SimpliFi Inc. 9 - 2024-03-31 389,201 $10,882,000 -7,935
   Solitude Financial Services 8 *New 2024-03-31 386,551 $10,808,000 386,551
   PSI Advisors LLC 4 - 2024-03-31 381,105 $10,656,000 275,811
   WealthPlan Investment Management LLC 13 - 2023-12-31 388,500 $10,322,000 -1,309
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 462 - 2024-03-31 365,711 $10,225,000 128,365
   FTB Advisors Inc. 106 - 2024-03-31 364,419 $10,189,000 830
   Tower Wealth Partners Inc. 7 - 2024-03-31 361,984 $10,121,000 1,482
   Simplicity WealthLLC 83 *New 2024-03-31 355,987 $9,953,000 355,987
   Kure Advisory LLC 5 - 2023-12-31 369,905 $9,828,000 69,404
   RiverTree Advisors LLC 5 - 2024-03-31 338,462 $9,463,000 -79,763
   Drake & Associates LLC 12 - 2023-12-31 340,556 $9,049,000 9,483
   Schulz Wealth LTD. 4 - 2024-03-31 321,463 $8,988,000 -9,244
   Triton Wealth Management PLLC 4 - 2024-03-31 300,874 $8,328,000 69,257
   Strategic Blueprint LLC 39 - 2024-03-31 296,526 $8,291,000 270,703
   Redhawk Wealth Advisors Inc. 14 *New 2023-12-31 309,374 $8,220,000 309,374
   Stratos Wealth Partners LTD. 156 - 2024-03-31 282,120 $7,888,000 133,178
   Key Financial Inc 9 - 2023-12-31 292,158 $7,763,000 21,560
   GREAT VALLEY ADVISOR GROUP INC. 95 *New 2023-12-31 287,248 $7,632,000 287,248
   H D Vest Advisory Services 205 - 2023-12-31 284,706 $7,565,000 62,935
   NorthRock Partners LLC 21 - 2023-12-31 264,294 $7,022,000 -7,538
   Sawtooth Asset Management Inc. 94 - 2023-12-31 256,493 $6,815,000 80,442
   Hibernia Wealth Partners LLC 8 - 2023-12-31 254,308 $6,757,000 254,298
   Naviter Wealth LLC 19 *New 2024-03-31 232,732 $6,507,000 232,732
   COLUMBIA ADVISORY PARTNERS LLC 6 - 2024-03-31 222,647 $6,225,000 -18,425
   RENAISSANCE TECHNOLOGIES LLC 1217 - 2023-12-31 232,991 $6,191,000 169,277
   CENTAURUS FINANCIAL INC. 42 - 2023-12-31 231,048 $6,139,000 17,078
   Twin Peaks Wealth Advisors LLC 6 - 2024-03-31 216,832 $6,063,000 98,043
   Kingsview Wealth Management LLC 136 - 2023-12-31 223,406 $5,936,000 32,260
   Concurrent Investment Advisors LLC 80 - 2023-12-31 221,558 $5,887,000 0
   Steward Partners Investment Advisory LLC 247 - 2023-12-31 220,487 $5,858,000 12,575
   ICA Group Wealth Management LLC 16 *New 2023-12-31 219,402 $5,830,000 219,402
   Purus Wealth Management LLC 8 - 2024-03-31 207,137 $5,792,000 -2,021
   Envestnet Portfolio Solutions Inc. 296 - 2023-12-31 217,364 $5,775,000 54,678
   Cooper Financial Group 23 - 2024-03-31 202,695 $5,667,000 175,241
   Resources Investment Advisors Inc. 172 - 2023-12-31 213,074 $5,661,000 27,726
   Financial Futures Ltd Liability Co. *New 2023-12-31 203,566 $5,409,000 203,566
   OPPENHEIMER & CO INC 235 - 2023-12-31 201,791 $5,362,000 16,641
   Philip James Wealth Mangement LLC 8 - 2023-12-31 198,464 $5,273,000 0
   Clarus Group Inc. 9 - 2024-03-31 188,280 $5,264,000 -5,262
   Valtinson Bruner Financial Planning LLC 10 - 2023-12-31 187,845 $4,991,000 17,342
   CoreCap Advisors LLC 62 *New 2023-12-31 185,757 $4,936,000 185,757
   SSI INVESTMENT MANAGEMENT INC 17 - 2023-12-31 184,366 $4,899,000 86
   Rockefeller Capital Management L.P. 641 - 2023-12-31 182,846 $4,858,000 47,185
   VitalStone Financial LLC 4 - 2023-12-31 181,182 $4,814,000 -9,525
   Capital CS Group LLC 3 - 2024-03-31 171,636 $4,799,000 80,769
   MARINER WEALTH ADVISORS, LLC 703 - 2023-12-31 175,618 $4,666,000 116,495
   TSFG LLC 25 - 2024-03-31 166,626 $4,659,000 149,344
   Wealthcare Advisory Partners LLC 115 - 2024-03-31 166,564 $4,657,000 80,652
   FOCUS Wealth Advisors LLC 12 - 2024-03-31 164,457 $4,598,000 26,927
   Ignite Planners LLC 13 - 2024-03-31 163,279 $4,557,000 106,906
   N.E.W. Advisory Services LLC 33 - 2024-03-31 158,095 $4,420,000 -171,641
   Dynamic Advisors Solutions LLC 181 - 2024-03-31 157,340 $4,399,000 8,793
   Truadvice LLC 8 - 2023-09-30 167,677 $4,204,000 4,315
   MONEY CONCEPTS CAPITAL CORP 80 - 2023-12-31 149,367 $3,969,000 -128,698
   Stratos Wealth Advisors LLC 105 - 2024-03-31 140,876 $3,939,000 54,038
  100 Records found
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