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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 52 - 2024-03-31 24,902,705 $696,280,000 3,034,557
   COMMONWEALTH EQUITY SERVICES LLC. 66 - 2024-03-31 5,997,573 $167,692,000 2,082,727
   Advisor Group Holdings Inc. 64 - 2024-03-31 4,492,308 $125,603,000 429,664
   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
   JANNEY MONTGOMERY SCOTT LLC 142 - 2024-03-31 1,753,663 $49,032,000 31,893
   MML INVESTORS SERVICES LLC 100 - 2023-12-31 1,774,031 $47,136,000 485,564
   Kestra Advisory Services LLC 46 - 2023-12-31 1,678,603 $44,600,000 324,139
   Private Advisor Group LLC 77 - 2024-03-31 1,421,685 $39,750,000 153,249
   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
   KESTRA PRIVATE WEALTH SERVICES LLC 18 - 2024-03-31 1,262,549 $35,301,000 672,406
   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
   Centennial Wealth Advisory LLC 2 - 2024-03-31 819,128 $22,903,000 90,371
   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
   RFG Advisory Group LLC 24 - 2024-03-31 640,145 $17,898,000 361
   MULTIFINANCIAL SECURITIES CORP 89 - 2023-12-31 656,508 $17,443,000 73,354
   INTL FCSTONE INC. 7 - 2024-03-31 620,801 $17,358,000 97,695
   Concorde Asset Management LLC 1 - 2023-12-31 612,781 $16,282,000 270,216
   GREAT VALLEY ADVISOR GROUP INC. 58 - 2024-03-31 548,647 $15,340,000 261,399
   Mach-1 Financial Group Inc. 2 - 2024-03-31 541,623 $15,144,000 33,107
   Sound View Wealth Advisors Group LLC 13 - 2024-03-31 512,622 $14,333,000 446,613
   Goss Wealth Management LLC 161 - 2023-12-31 523,859 $14,043,000 232,357
   Brookstone Capital Management 108 - 2024-03-31 438,209 $12,252,000 83,177
   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
   PSI Advisors LLC 4 - 2024-03-31 381,105 $10,656,000 275,811
   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
   Drake & Associates LLC 12 - 2024-03-31 363,205 $10,155,000 22,649
   Tower Wealth Partners Inc. 7 - 2024-03-31 361,984 $10,121,000 1,482
   Concurrent Investment Advisors LLC 57 - 2024-03-31 340,622 $9,524,000 119,064
   H D Vest Advisory Services 189 - 2024-03-31 331,785 $9,277,000 47,079
   Hibernia Wealth Partners LLC 5 - 2024-03-31 314,552 $8,795,000 60,244
   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
   Bleakley Financial Group LLC 82 - 2024-03-31 284,557 $7,956,000 147,843
   MONEY CONCEPTS CAPITAL CORP 32 - 2024-03-31 284,490 $7,954,000 135,123
   Stratos Wealth Partners LTD. 156 - 2024-03-31 282,120 $7,888,000 133,178
   Valtinson Bruner Financial Planning LLC 5 - 2024-03-31 280,066 $7,831,000 92,221
   NorthRock Partners LLC 26 - 2024-03-31 270,266 $7,557,000 5,972
   Sigma Planning Corp 82 - 2024-03-31 262,748 $7,346,000 184,698
   Envestnet Portfolio Solutions Inc. 296 - 2024-03-31 258,834 $7,237,000 41,470
   IFG Advisory LLC 37 - 2024-03-31 255,518 $7,144,000 115,992
   Sawtooth Asset Management Inc. 94 - 2023-12-31 256,493 $6,815,000 80,442
   Financial Futures Ltd Liability Co. 9 - 2024-03-31 225,040 $6,292,000 21,474
   Resources Investment Advisors Inc. 172 - 2024-03-31 223,722 $6,255,000 10,648
   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
   Philip James Wealth Mangement LLC 8 - 2024-03-31 209,840 $5,867,000 11,376
   Steward Partners Investment Advisory LLC 247 - 2023-12-31 220,487 $5,858,000 12,575
   Cooper Financial Group 23 - 2024-03-31 202,695 $5,667,000 175,241
   Encompass More Asset Management 4 - 2024-03-31 195,618 $5,469,000 51,333
   LINCOLN NATIONAL CORP 158 - 2024-03-31 179,092 $5,007,000 37,729
   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
   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
   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
   Stratos Wealth Advisors LLC 105 - 2024-03-31 140,876 $3,939,000 54,038
   ATRIA INVESTMENTS LLC 365 - 2023-12-31 144,392 $3,836,000 61,582
   Capital Investment Advisory Services LLC 54 - 2024-03-31 134,484 $3,760,000 94,643
   AdvisorNet Financial Inc 64 - 2024-03-31 132,829 $3,714,000 21,629
   Rehmann Capital Advisory Group 73 - 2024-03-31 125,153 $3,499,000 58,632
   Cambridge Advisors Inc. 22 - 2024-03-31 119,125 $3,331,000 3,795
   L.M. KOHN & COMPANY 20 - 2024-03-31 112,011 $3,132,000 58,400
   PROEQUITIES INC. 117 - 2024-03-31 107,235 $2,998,000 6,581
   Jacobi Capital Management LLC 68 - 2024-03-31 103,360 $2,890,000 81,472
   BENJAMIN F. EDWARDS & COMPANY INC. 295 - 2024-03-31 101,468 $2,837,000 2,511
   Navalign LLC 20 - 2024-03-31 100,610 $2,813,000 34,747
   Apollon Wealth Management LLC 222 - 2024-03-31 96,444 $2,697,000 59,067
   FLAGSHIP HARBOR ADVISORS LLC 125 - 2024-03-31 95,660 $2,675,000 27,884
   Householder Group Estate & Retirement Specialist L 29 - 2024-03-31 85,668 $2,395,000 32,501
   Equitable Holdings Inc. 367 - 2023-12-31 88,852 $2,361,000 39,152
   TFB Advisors LLC 25 - 2024-03-31 81,936 $2,257,000 4,196
   SYNOVUS FINANCIAL CORP 309 - 2023-12-31 81,518 $2,166,000 25,507
   WEDBUSH MORGAN SECURITIES INC 163 - 2023-12-31 78,859 $2,095,000 51,022
   SIGNATURE SECURITIES GROUP CORPORATION 47 - 2024-03-31 69,980 $1,957,000 11,524
   FINANCIAL ADVISORY CORP /UT/ /ADV 30 - 2024-03-31 68,869 $1,926,000 45,050
   Acorn Wealth Advisors LLC 27 - 2024-03-31 62,767 $1,755,000 23,980
   SILVER OAK SECURITIES Inc 91 - 2024-03-31 59,837 $1,673,000 5,951
   NATIONAL ASSET MANAGEMENT, INC. 437 - 2023-12-31 54,765 $1,455,000 9,876
   Merit Financial Group LLC 330 - 2024-03-31 49,985 $1,395,000 16,077
   Financial Advocates Investment Management 252 - 2024-03-31 46,758 $1,307,000 1,617
   PRIVATE TRUST CO NA 160 - 2024-03-31 46,652 $1,304,000 11,474
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 62 - 2024-03-31 46,605 $1,303,000 22,426
  100 Records found
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