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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
   Key Financial Inc 9 - 2024-03-31 292,158 $7,763,000 0
   FIRST HAWAIIAN BANK 196 - 2024-03-31 87,647 $2,451,000 0
   HBW Advisory Services LLC 94 - 2024-03-31 64,690 $1,719,000 0
   Snowden Capital Advisors LLC 409 - 2023-12-31 41,383 $1,100,000 0
   Lion Street Advisors LLC 45 - 2024-03-31 39,190 $1,041,000 0
   Larson Financial Group LLC 170 - 2024-03-31 35,305 $987,000 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 505 - 2023-12-31 26,804 $712,000 0
   Capital Advisory Group Advisory Services LLC 84 - 2024-03-31 19,770 $553,000 0
   MCCORMACK ADVISORS INTERNATIONAL 934 - 2024-03-31 9,321 $261,000 0
   Chicago Partners Investment Group LLC 644 - 2024-03-31 8,398 $233,000 0
   Capital Analysts Inc. 415 - 2023-12-31 7,819 $208,000 0
   Sanctuary Wealth Management L.L.C. 49 - 2024-03-31 5,502 $154,000 0
   Geneos Wealth Management Inc. 863 - 2024-03-31 3,397 $95,000 0
   Archer Investment Corp 395 - 2024-03-31 1,779 $50,000 0
   CULLEN FROST BANKERS INC 665 - 2024-03-31 1,772 $50,000 0
   Asset Dedication LLC 456 - 2024-03-31 1,661 $46,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 822 - 2024-03-31 1,243 $35,000 0
   HAZLETT BURT & WATSON INC. 510 - 2024-03-31 369 $11,000 0
   HARBOR INVESTMENT ADVISORY LLC 855 - 2024-03-31 370 $10,000 0
   COMERICA BANK 3195 - 2023-12-31 280 $7,000 0
   Impact Partnership Wealth LLC 635 - 2023-12-31 109 $3,000 0
  21 Records found
  1    
  Page 1 of 1
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