Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
First Tr Exchng Traded Fd Vi (DJUL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 91    10
Total shares held : 
 7,625,661  
% of shares held : 
 84.73%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   28  
Amount of shares held : 
 1,297,192  
% of shares held change : 
   14.41%  
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 :
17
 1,313,741
 17.23%
 
Increased Positions :
37
 1,673,668
 21.95%
 
Unchanged Positions :
18
 126,574
 1.66%
 
Decreased Positions :
19
-182,026
-2.39%
 
Closed Positions :
7
-1,508,191
-19.78%
 
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
   OGOREK ANTHONY JOSEPH /NY/ /ADV 1 - 2024-03-31 1,303,889 $50,434,000 -147,396
   Advisor Group Holdings Inc. 299 - 2023-12-31 942,912 $34,415,000 -29,767
   Bouchey Financial Group Ltd 17 - 2024-03-31 438,336 $16,955,000 1,137
   Ignite Planners LLC 3 - 2024-03-31 283,909 $10,973,000 -4,172
   AE Wealth Management LLC 462 - 2023-12-31 206,036 $7,652,000 24,643
   COMMONWEALTH EQUITY SERVICES LLC. 922 - 2024-03-31 196,090 $7,585,000 -71,249
   Smart Money Group LLC - 2024-03-31 193,764 $7,396,000 -348,452
   RAYMOND JAMES & ASSOCIATES 1362 - 2024-03-31 178,977 $6,923,000 -2,629
   FIRST HEARTLAND CONSULTANTS INC 38 *New 2023-12-31 164,598 $6,008,000 164,598
   Commonwealth Financial Services LLC 22 - 2023-12-31 133,083 $4,857,000 -549
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1168 - 2024-03-31 120,389 $4,657,000 -158,362
   Scissortail Wealth Management LLC 18 - 2023-12-31 116,339 $4,341,000 1,768
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 828 - 2024-03-31 111,761 $4,323,000 -31,923
   Kestra Advisory Services LLC 679 - 2023-12-31 71,991 $2,628,000 -508
   MULTIFINANCIAL SECURITIES CORP 478 - 2023-12-31 58,548 $2,137,000 1,380
   ENVESTNET ASSET MANAGEMENT INC 2473 - 2023-12-31 54,165 $1,977,000 -105
   Spire Wealth Management 254 - 2024-03-31 50,512 $1,954,000 -5,558
   BB&T CORP 1328 - 2023-12-31 46,257 $1,688,000 -5,239
   Atria Wealth Solutions Inc. 657 - 2023-12-31 45,584 $1,664,000 37,032
   H D Vest Advisory Services 563 - 2023-12-31 44,977 $1,642,000 5,609
   CWM LLC 686 - 2024-03-31 40,274 $1,558,000 -6,818
   Sunbelt Securities Inc. 128 - 2024-03-31 36,974 $1,430,000 -761
   Pinnacle Wealth Planning Services Inc. 77 - 2023-12-31 34,897 $1,274,000 19,872
   HARBOUR INVESTMENTS INC. 333 - 2023-12-31 31,459 $1,148,000 525
   MML INVESTORS SERVICES LLC 1268 - 2023-12-31 31,214 $1,139,000 6,935
   FINANCIAL NETWORK 1296 - 2023-12-31 30,411 $1,110,000 14,047
   JANE STREET GROUP LLC 3117 *New 2023-12-31 29,264 $1,068,000 29,264
   MARINER WEALTH ADVISORS, LLC 1396 - 2023-12-31 28,710 $1,048,000 1,060
   Claro Advisors LLC 124 - 2024-03-31 26,387 $1,021,000 -1,594
   LPL FINANCIAL CORP 2984 - 2023-12-31 27,892 $1,018,000 1,730
   HIGHTOWER ADVISORS, LLC 1817 - 2023-12-31 25,952 $949,000 -24,098
   EPG Wealth Management LLC 112 - 2023-12-31 24,000 $898,000 0
   Clear Creek Financial Management LLC 173 - 2024-03-31 22,084 $854,000 -2,504
   IFP Advisors Inc 417 - 2023-12-31 22,754 $831,000 -73,064
   Ameritas Advisory Services LLC 335 - 2023-12-31 21,256 $794,000 -26,590
   OPPENHEIMER & CO INC 806 - 2023-12-31 21,172 $773,000 2,410
   Encompass More Asset Management 34 - 2023-12-31 21,055 $768,000 0
   BAKER TILLY FINANCIAL LLC 181 - 2023-12-31 20,224 $738,000 8,976
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3340 *New 2023-12-31 18,465 $674,000 18,465
   Goss Wealth Management LLC 1161 - 2023-12-31 16,630 $616,000 -5,723
   Tanglewood Legacy Advisors LLC 48 - 2024-03-31 15,544 $601,000 0
   Cypress Wealth Services LLC 123 - 2024-03-31 15,163 $587,000 0
   Prosperity Consulting Group LLC - 2024-03-31 14,663 $567,000 -106
   ROYAL BANK OF CANADA 3573 *New 2023-12-31 15,130 $552,000 15,130
   HBW Advisory Services LLC 182 - 2024-03-31 13,844 $505,000 0
   Mutual Advisors LLC - 2024-03-31 11,814 $457,000 0
   Cambridge Advisors Inc. 127 - 2024-03-31 10,898 $422,000 1,398
   Rockefeller Capital Management L.P. 1387 - 2023-12-31 11,450 $418,000 400
   Strategic Blueprint LLC 410 - 2024-03-31 10,756 $416,000 -15,552
   OLD MISSION CAPITAL LLC 667 - 2023-12-31 11,278 $412,000 11,278
   Orion Portfolio Solutions LLC 1276 *New 2023-12-31 11,276 $411,000 11,276
   HRT FINANCIAL LLC 1346 *New 2023-12-31 11,096 $404,000 11,096
   Truadvice LLC 155 - 2023-09-30 10,125 $350,000 2,325
   Keystone Wealth Services LLC 158 - 2024-03-31 9,039 $350,000 219
   Cetera Investment Advisers 1692 - 2023-12-31 9,483 $346,000 -1,120
   Integrity Financial Corp /WA 83 - 2024-03-31 8,565 $331,000 -1,141
   LVZ Advisors Inc. 93 - 2024-03-31 8,488 $328,000 0
   1ST SOURCE BANK 206 - 2023-12-31 8,939 $326,000 0
   STEPHENS INC /AR/ 917 - 2023-12-31 8,585 $313,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 521 - 2024-03-31 8,062 $312,000 -64,019
   CENTAURUS FINANCIAL INC. 499 - 2023-12-31 7,868 $287,000 156
   Signal Advisors Wealth LLC 247 *New 2024-03-31 6,829 $264,000 6,829
   ESSEX FINANCIAL SERVICES INC 450 - 2024-03-31 6,690 $259,000 -750
   FinTrust Capital Advisors LLC 255 - 2024-03-31 6,400 $248,000 0
   Lifestyle Asset Management Inc. 75 - 2024-03-31 6,355 $246,000 -823,263
   PROEQUITIES INC. - 2024-03-31 6,275 $243,000 0
   ARBOR CAPITAL MANAGEMENT INC /ADV 101 - 2023-12-31 6,450 $233,000 0
   NATIONAL ASSET MANAGEMENT, INC. 1190 - 2023-12-31 6,248 $228,000 145
   Eudaimonia Partners LLC 231 - 2024-03-31 5,901 $228,000 0
   Inspire Advisors LLC 290 *New 2023-12-31 5,700 $208,000 5,700
   ADVISORY SERVICES NETWORK, LLC 1732 *New 2023-12-31 2,231 $81,000 2,231
   BENJAMIN F. EDWARDS & COMPANY INC. 1279 - 2024-03-31 1,280 $50,000 0
   UBS Group AG 5338 - 2023-12-31 1,168 $43,000 1,168
   MTM Investment Management LLC 225 - 2024-03-31 1,000 $39,000 0
   DHJJ Financial Advisors Ltd. 311 - 2024-03-31 877 $34,000 -653
   NBC SECURITIES INC. 1252 - 2024-03-31 892 $34,000 -1,524
   ALPHAMARK ADVISORS LLC 398 - 2024-03-31 750 $29,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 681 $26,000 0
   PRINCIPAL SECURITIES INC. 1812 - 2023-12-31 670 $24,000 0
   Steward Partners Investment Advisory LLC 2340 - 2023-12-31 598 $22,000 0
   WETZEL INVESTMENT ADVISORS INC. 372 - 2024-03-31 512 $19,000 0
   Larson Financial Group LLC - 2024-03-31 356 $14,000 0
   SOA Wealth Advisors LLC. 515 - 2024-03-31 315 $12,000 0
   Impact Partnership Wealth LLC 751 *New 2023-12-31 35 $1,000 35
   Foundations Investment Advisors LLC 698 *Closed 2023-12-31 0 $0 -676,198
   JANNEY MONTGOMERY SCOTT LLC 2726 *Closed 2024-03-31 0 $0 -6,453
   RFG Advisory Group LLC 725 *Closed 2024-03-31 0 $0 -67,791
   Stratos Wealth Advisors LLC 711 *Closed 2024-03-31 0 $0 -23,773
   Capital CS Group LLC 91 *Closed 2024-03-31 0 $0 -40,744
   CARY STREET PARTNER INVESTMENT ADVISORY LLC *Closed 2024-03-31 0 $0 -22,718
   TOWNSQUARE CAPITAL LLC 1172 *Closed 2023-12-31 0 $0 -9,343
   KESTRA PRIVATE WEALTH SERVICES LLC *Closed 2024-03-31 0 $0 -7,050
   HHM Wealth Advisors LLC 770 *Closed 2023-12-31 0 $0 -605
   SILVER OAK SECURITIES Inc 509 *Closed 2023-12-31 0 $0 -11,300
   Comprehensive Financial Consultants Institutional *Closed 2024-03-31 0 $0 -95,518
   Donald L. Hagan LLC 106 *Closed 2024-03-31 0 $0 -78,782
   Meridian Wealth Management LLC 477 *Closed 2024-03-31 0 $0 -8,185
   Ferguson Shapiro LLC 45 *Closed 2024-03-31 0 $0 -16,765
   Main Street Financial Solutions LLC 513 *Closed 2024-03-31 0 $0 -9,810
  99 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us