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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
   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 9 - 2024-03-31 903,979 $25,275,000 -14,678
   Arkadios Wealth Advisors 10 - 2024-03-31 671,482 $18,775,000 -11,339
   Feltz Wealth PLAN Inc. 7 - 2024-03-31 596,381 $16,675,000 -1,180
   TOWNSQUARE CAPITAL LLC 79 - 2023-12-31 580,736 $15,430,000 -2,209
   HIGHTOWER ADVISORS, LLC 564 - 2024-03-31 511,860 $14,309,000 -6,509
   Amplius Wealth Advisors LLC 20 - 2024-03-31 442,269 $12,366,000 -762,837
   SimpliFi Inc. 9 - 2024-03-31 389,201 $10,882,000 -7,935
   WealthPlan Investment Management LLC 13 - 2023-12-31 388,500 $10,322,000 -1,309
   RiverTree Advisors LLC 5 - 2024-03-31 338,462 $9,463,000 -79,763
   Schulz Wealth LTD. 4 - 2024-03-31 321,463 $8,988,000 -9,244
   COLUMBIA ADVISORY PARTNERS LLC 6 - 2024-03-31 222,647 $6,225,000 -18,425
   Kingsview Wealth Management LLC 151 - 2024-03-31 212,621 $5,945,000 -10,785
   Purus Wealth Management LLC 8 - 2024-03-31 207,137 $5,792,000 -2,021
   Clarus Group Inc. 9 - 2024-03-31 188,280 $5,264,000 -5,262
   N.E.W. Advisory Services LLC 33 - 2024-03-31 158,095 $4,420,000 -171,641
   VitalStone Financial LLC 4 - 2024-03-31 154,691 $4,325,000 -26,491
   OPPENHEIMER & CO INC 310 - 2024-03-31 151,525 $4,237,000 -50,266
   Change Path LLC 85 - 2023-12-31 143,901 $3,823,000 -63,492
   Integrity Financial Corp /WA 11 - 2024-03-31 123,425 $3,451,000 -7,365
   Consolidated Portfolio Review Corp 25 - 2024-03-31 122,884 $3,436,000 -4,494
   Trail Ridge Investment Advisors LLC 10 - 2023-12-31 126,656 $3,365,000 -4,647
   EQIS CAPITAL MANAGEMENT, INC. 68 - 2023-12-31 124,966 $3,320,000 -3,605
   Orion Portfolio Solutions LLC 446 - 2024-03-31 115,902 $3,241,000 -6,004
   Ameritas Advisory Services LLC 117 - 2023-12-31 120,536 $3,228,000 -133,734
   AIFG Consultants Ltd. 15 - 2024-03-31 105,473 $2,949,000 -23,379
   USAdvisors Wealth Management LLC 31 - 2024-03-31 100,520 $2,810,000 -3,296
   PCG Wealth Advisors LLC 29 - 2024-03-31 97,003 $2,712,000 -82,712
   Onyx Bridge Wealth Group LLC 45 - 2024-03-31 95,943 $2,666,000 -1,966
   Sweet Financial Partners LLC 40 - 2024-03-31 88,280 $2,468,000 -410,547
   CAPTRUST FINANCIAL ADVISORS 844 - 2023-12-31 88,206 $2,344,000 -16,649
   FIRST HEARTLAND CONSULTANTS INC 105 - 2024-03-31 79,092 $2,211,000 -23,112
   QUANTITATIVE ADVANTAGE LLC 63 - 2023-03-31 93,290 $2,190,000 -8,578
   Madrona Financial Services LLC 30 - 2024-03-31 76,737 $2,146,000 -16,038
   IFP Advisors Inc 264 - 2023-12-31 65,783 $1,748,000 -40,488
   IAMS WEALTH MANAGEMENT LLC 32 - 2024-03-31 58,617 $1,613,000 -54,047
   MAGNOLIA CAPITAL ADVISORS LLC 29 - 2024-03-31 55,235 $1,510,000 -116
   RDA Financial Network 63 - 2024-03-31 48,853 $1,366,000 -721
   Patriot Financial Group Insurance Agency LLC 116 - 2024-03-31 45,731 $1,279,000 -2,108
   Pallas Capital Advisors LLC 195 - 2024-03-31 42,339 $1,184,000 -12,000
   Clear Creek Financial Management LLC 144 - 2024-03-31 36,233 $1,010,000 -123
   STEPHENS INC /AR/ 531 - 2023-12-31 37,943 $1,008,000 -320
   Private Advisory Group LLC 108 - 2023-12-31 32,563 $865,000 -6,940
   Western Wealth Management LLC 322 - 2024-03-31 21,470 $600,000 -39,106
   Prime Capital Investment Advisors LLC - 2023-12-31 20,103 $534,000 -1,350
   Apeiron RIA LLC 155 - 2024-03-31 12,135 $339,000 -667
   Signal Advisors Wealth LLC 216 - 2024-03-31 11,956 $334,000 -1,643
   ADVISORY SERVICES NETWORK, LLC 1104 - 2024-03-31 11,842 $331,000 -55,051
   DHJJ Financial Advisors Ltd. 109 - 2024-03-31 10,921 $305,000 -143
   LexAurum Advisors LLC 248 - 2024-03-31 8,908 $249,000 -786
   Echo Wealth Management LLC 41 - 2024-03-31 8,683 $243,000 -115
   Garden State Investment Advisory Services LLC 173 - 2023-12-31 8,850 $235,000 -2,500
   Private Portfolio Partners LLC 252 - 2024-03-31 8,185 $229,000 -156
   Castle Rock Wealth Management LLC 213 - 2023-12-31 8,592 $226,000 -250
   Masso Torrence Wealth Management Inc. 85 - 2024-03-31 7,820 $219,000 -375
   BENJAMIN EDWARDS INC 346 - 2024-03-31 6,456 $181,000 -174
  57 Records found
  1    
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