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Get Institutions for : 
First Trust Ise Global Copper Index Fund (CU)  
$13.42 0.13 (1.01%) as of 4:30 Thu 5/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 77    7
Total shares held : 
 12,136,979  
% of shares held : 
 6.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -26  
Amount of shares held : 
 -937,921  
% of shares held change : 
   -0.48%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $12.34  
Last Quarter's Ending Price : 
 $13.02  
Last Quarter's Average Price : 
 $12.62  
Change from last quarter's     
avg. price to the last closing  : 
0.80 (6.34%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 164,782
 1.36%
 
Increased Positions :
21
 862,122
 7.1%
 
Unchanged Positions :
12
 111,830
 0.92%
 
Decreased Positions :
40
-1,653,247
-13.62%
 
Closed Positions :
11
-311,578
-2.57%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 682 - 2023-12-31 2,379,327 $30,979,000 -62,832
   Global Assets Advisory LLC 19 - 2024-03-31 339,150 $25,500,000 298,650
   COMMONWEALTH EQUITY SERVICES LLC. 466 - 2023-12-31 1,475,986 $19,217,000 379,773
   MORGAN STANLEY 3117 - 2023-12-31 962,438 $12,531,000 -62,715
   ROYAL BANK OF CANADA 1601 - 2023-12-31 600,629 $7,820,000 -278,533
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 594 - 2024-03-31 518,325 $6,881,000 -36,031
   Financial Partners Group Inc 26 - 2023-12-31 501,883 $6,535,000 -76,050
   JANE STREET GROUP LLC 1571 - 2023-12-31 345,502 $4,498,000 195,169
   PARK NATIONAL CORP /OH/ 95 - 2024-03-31 328,354 $4,359,000 2,458
   Arkadios Wealth Advisors - 2023-12-31 245,614 $3,198,000 -2,751
   Aft Forsyth & Sober LLC 14 - 2023-12-31 225,000 $2,929,000 -75,000
   Advisor Group Holdings Inc. 1568 - 2023-12-31 221,795 $2,888,000 -401,302
   RFG Advisory Group LLC 175 - 2024-03-31 204,965 $2,721,000 -61,222
   Ausdal Financial Partners Inc. 90 - 2024-03-31 178,517 $2,370,000 51,267
   PCG Wealth Advisors LLC 32 - 2024-03-31 174,611 $2,318,000 -209,268
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1597 - 2024-03-31 159,883 $2,122,000 -95,132
   RAYMOND JAMES & ASSOCIATES 2142 - 2024-03-31 151,723 $2,014,000 -119,612
   MULTIFINANCIAL SECURITIES CORP 504 - 2023-12-31 154,071 $2,006,000 -16,651
   Snowden Capital Advisors LLC 305 - 2023-12-31 135,319 $1,762,000 -185
   Cetera Investment Advisers 868 - 2023-12-31 128,126 $1,668,000 9,148
   ENVESTNET ASSET MANAGEMENT INC 2582 - 2023-12-31 126,476 $1,647,000 -78,615
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2143 - 2023-12-31 121,452 $1,581,000 96,442
   Sawtooth Asset Management Inc. 354 - 2023-12-31 118,432 $1,542,000 -9
   PRINCIPAL SECURITIES INC. 364 - 2023-12-31 88,799 $1,156,000 0
   STIFEL FINANCIAL CORP 2067 - 2023-12-31 86,224 $1,123,000 -1,092
   DAVIDSON D A & CO 687 - 2023-12-31 82,763 $1,078,000 -8,771
   H D Vest Advisory Services 681 - 2023-12-31 82,786 $1,078,000 -9,128
   BANK OF AMERICA CORP /DE/ 3992 - 2023-12-31 78,278 $1,019,000 -21,184
   Equitable Holdings Inc. 574 - 2023-12-31 77,040 $1,003,000 16,000
   Sigma Planning Corp 275 - 2023-12-31 73,272 $954,000 14,077
   Quad-Cities Investment Group LLC 43 - 2024-03-31 70,906 $941,000 -1,148
   FINANCIAL NETWORK 1480 - 2023-12-31 64,950 $846,000 -37,315
   BENJAMIN F. EDWARDS & COMPANY INC. 531 - 2023-12-31 60,412 $787,000 4,313
   NATIONAL ASSET MANAGEMENT, INC. 609 - 2023-12-31 59,673 $777,000 -10,706
   Monument Capital Management 95 - 2024-03-31 57,698 $766,000 -2,305
   MML INVESTORS SERVICES LLC 1516 - 2023-12-31 58,050 $756,000 -25,005
   Koshinski Asset Management Inc. 220 - 2023-12-31 56,044 $730,000 15,240
   Cedrus LLC 51 - 2024-03-31 54,974 $730,000 6,672
   WELLS FARGO & CO/MN 3168 - 2023-12-31 52,170 $679,000 51,969
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 369 - 2024-03-31 44,682 $593,000 -515
   AE Wealth Management LLC 1451 - 2023-12-31 38,257 $476,000 -12,448
   Aveo Capital Partners LLC 215 - 2023-12-31 35,371 $461,000 -871
   Virtue Capital Management LLC 193 - 2023-12-31 35,535 $459,000 2,260
   HARBOUR INVESTMENTS INC. 579 - 2023-12-31 33,048 $430,000 -2,379
   COLUMBIA ADVISORY PARTNERS LLC 35 - 2024-03-31 29,548 $392,000 -13,729
   Resources Investment Advisors Inc. 811 - 2023-12-31 29,918 $390,000 331
   Clarus Wealth Advisors 90 *New 2024-03-31 27,363 $371,000 27,363
   Kestra Advisory Services LLC 1761 - 2023-12-31 25,765 $335,000 -7,709
   Cambridge Advisors Inc. 134 - 2024-03-31 24,845 $330,000 -4,716
   JANNEY MONTGOMERY SCOTT LLC 2187 - 2023-12-31 23,274 $303,000 -3,061
   BENJAMIN EDWARDS INC 250 - 2023-12-31 22,951 $299,000 8
   KESTRA PRIVATE WEALTH SERVICES LLC 973 - 2023-12-31 21,351 $278,000 -1,796
   Ameritas Advisory Services LLC 574 - 2023-12-31 21,741 $272,000 -96,701
   Accel Wealth Management 176 - 2024-03-31 19,450 $258,000 -2,791
   Walkner Condon Financial Advisors LLC 244 - 2024-03-31 17,671 $235,000 -144,747
   FSB PREMIER WEALTH MANAGEMENT INC. 170 - 2023-12-31 14,646 $191,000 -100
   Peterson Wealth Services 105 - 2023-12-31 13,385 $174,000 13,385
   PRIVATE TRUST CO NA 850 - 2024-03-31 7,820 $104,000 0
   COMERICA BANK 2583 - 2023-12-31 5,734 $75,000 86
   UBS Group AG 5218 - 2023-12-31 4,210 $55,000 2,349
   PROEQUITIES INC. 1208 - 2023-12-31 3,060 $40,000 0
   CWM LLC 2500 - 2024-03-31 2,722 $36,000 -3,649
   Global Retirement Partners LLC 1687 - 2024-03-31 1,959 $26,000 4
   Stonehage Fleming Financial Services Holdings Ltd 201 *New 2023-12-31 1,562 $20,000 1,562
   Pinnacle Bank 552 *New 2024-03-31 1,500 $20,000 1,500
   IFP Advisors Inc 2082 - 2023-12-31 900 $12,000 -300
   TRUSTCORE FINANCIAL SERVICES LLC 689 - 2022-12-31 851 $12,000 29
   Investors Research Corp 741 - 2023-12-31 800 $10,000 0
   TOWER RESEARCH CAPITAL LLC 4526 *New 2023-12-31 579 $8,000 579
   NBC SECURITIES INC. 1747 - 2024-03-31 531 $7,000 -323
   Capital Investment Advisory Services LLC 843 - 2024-03-31 500 $7,000 0
   Piscataqua Savings Bank 324 - 2024-03-31 230 $3,000 0
   Qube Research & Technologies Ltd 3457 - 2023-12-31 73 $1,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3075 - 2023-12-31 59 $1,000 -270
   PCA Investment Advisory Services Inc. 121 *Closed 2023-12-31 0 $0 -14,076
   FARMERS & MERCHANTS INVESTMENTS INC 1662 *Closed 2024-03-31 0 $0 -223
   FMR LLC 4755 - 2023-12-31 1 $0 0
   Security National Bank 298 *Closed 2024-03-31 0 $0 -443,923
   OLD MISSION CAPITAL LLC 942 *Closed 2023-12-31 0 $0 -128,326
   TOMPKINS FINANCIAL CORP 649 *Closed 2024-03-31 0 $0 -2,511
   OPPENHEIMER & CO INC 1387 *Closed 2023-12-31 0 $0 -13,172
   Parallel Advisors LLC 3344 *Closed 2023-12-31 0 $0 -300
   Rockefeller Capital Management L.P. 1600 *Closed 2023-12-31 0 $0 -18,529
   Independent Wealth Network Inc. 170 *Closed 2024-03-31 0 $0 -28,398
   Goss Wealth Management LLC 3791 *Closed 2023-12-31 0 $0 -5,603
   DHJJ Financial Advisors Ltd. 761 - 2024-03-31 16 $0 0
   PROSPERA FINANCIAL SERVICES 1113 *Closed 2023-12-31 0 $0 -68,957
   TSFG LLC 951 *Closed 2024-03-31 0 $0 -1,649
  88 Records found
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