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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
   Procyon Private Wealth Partners LLC 512 *Closed 2024-03-31 0 $0 -7,830
   Visionary Wealth Advisors 473 *Closed 2023-12-31 0 $0 -13,413
   AXXCESS WEALTH MANAGEMENT LLC 832 *Closed 2023-12-31 0 $0 -9,257
   FARMERS & MERCHANTS INVESTMENTS INC 1659 *Closed 2024-03-31 0 $0 -500
   REGAL INVESTMENT ADVISORS, LLC 547 *Closed 2023-12-31 0 $0 -21,185
   Cape Investment Advisory Inc. 1060 *Closed 2023-12-31 0 $0 -2,000
   Covestor Ltd 2362 *Closed 2024-03-31 0 $0 -270
   Kraft Davis & Associates LLC 137 *Closed 2023-12-31 0 $0 -14,684
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3324 *Closed 2023-12-31 0 $0 -1,245
   Wealth Alliance Advisory Group LLC 192 *Closed 2024-03-31 0 $0 -279,858
   FDX ADVISORS, INC. *Closed 2024-03-31 0 $0 -448,008
   Stonebridge Capital Advisors LLC 503 *Closed 2023-12-31 0 $0 -117
   Sonoma Private Wealth LLC 86 *Closed 2024-03-31 0 $0 -11,111
   GTS SECURITIES LLC 1596 *Closed 2023-12-31 0 $0 -31,289
   Sound Income Strategies LLC 1326 *Closed 2024-03-31 0 $0 -897
   Kure Advisory LLC 87 *Closed 2024-03-31 0 $0 -369,905
   Pine Valley Investments Ltd Liability Co 463 *Closed 2024-03-31 0 $0 -45,218
   Bruce G. Allen Investments LLC 948 *Closed 2024-03-31 0 $0 -61
   CITADEL ADVISORS LLC 6266 *Closed 2023-12-31 0 $0 -12,533
   Beacon Financial Advisory LLC 254 *Closed 2024-03-31 0 $0 -114,626
   Worth Asset Management LLC 134 *Closed 2024-03-31 0 $0 -11,510
   Kovack Advisors Inc. 582 *Closed 2024-03-31 0 $0 -92,000
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6484 *Closed 2024-03-31 0 $0 -46,483
   Meridian Wealth Management LLC 564 *Closed 2024-03-31 0 $0 -256,235
   Vista Private Wealth Partners. LLC 104 *Closed 2023-12-31 0 $0 -249,416
   VALMARK ADVISERS INC 530 *Closed 2024-03-31 0 $0 -89,974
   SUMMIT INVESTMENT ADVISORS INC 3131 *Closed 2023-12-31 0 $0 -9,523

  27 Records found
  1    
  Page 1 of 1
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