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Get Institutions for : 
First Tr Exchng Traded Fd Vi (DJUL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Commonwealth Financial Services LLC 22 - 2024-03-31 133,083 $4,857,000 0
   EPG Wealth Management LLC 114 - 2024-03-31 24,000 $928,000 0
   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
   HBW Advisory Services LLC 182 - 2024-03-31 13,844 $505,000 0
   Mutual Advisors LLC 717 - 2024-03-31 11,814 $457,000 0
   Rockefeller Capital Management L.P. 1498 - 2024-03-31 11,450 $443,000 0
   STEPHENS INC /AR/ 976 - 2024-03-31 8,585 $332,000 0
   LVZ Advisors Inc. 93 - 2024-03-31 8,488 $328,000 0
   FinTrust Capital Advisors LLC 255 - 2024-03-31 6,400 $248,000 0
   PROEQUITIES INC. 615 - 2024-03-31 6,275 $243,000 0
   Eudaimonia Partners LLC 231 - 2024-03-31 5,901 $228,000 0
   Inspire Advisors LLC 306 - 2024-03-31 5,700 $220,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1279 - 2024-03-31 1,280 $50,000 0
   MTM Investment Management LLC 225 - 2024-03-31 1,000 $39,000 0
   ALPHAMARK ADVISORS LLC 398 - 2024-03-31 750 $29,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 901 - 2024-03-31 681 $26,000 0
   Steward Partners Investment Advisory LLC 2451 - 2024-03-31 598 $23,000 0
   WETZEL INVESTMENT ADVISORS INC. 372 - 2024-03-31 512 $19,000 0
   Larson Financial Group LLC 957 - 2024-03-31 356 $14,000 0
   SOA Wealth Advisors LLC. 515 - 2024-03-31 315 $12,000 0
  21 Records found
  1    
  Page 1 of 1
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