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Get Institutions for : 
First Trust Dorsey Wright Momentum & Value Etf (DVLU)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 12    0
Total shares held : 
 797,289  
% of shares held : 
 8.86%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -3  
Amount of shares held : 
 33,088  
% of shares held change : 
   0.37%  
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 :
1
 1
 0%
 
Increased Positions :
3
 111,250
 13.95%
 
Unchanged Positions :
2
 50
 0.01%
 
Decreased Positions :
6
-77,397
-9.71%
 
Closed Positions :
1
-766
-0.1%
 
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 EQUITY SERVICES LLC. 561 - 2024-03-31 553,732 $16,678,000 3,431
   Private Advisory Group LLC 56 - 2023-12-31 105,556 $2,741,000 71,631
   CITADEL ADVISORS LLC 3003 - 2023-12-31 35,679 $927,000 35,679
   LPL FINANCIAL CORP 3440 - 2024-03-31 22,829 $688,000 4,878
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2262 - 2024-03-31 16,580 $499,000 -1,923
   Accel Wealth Management 114 - 2024-03-31 15,372 $463,000 -87
   GOLDMAN SACHS GROUP INC/ 3977 - 2023-12-31 13,523 $351,000 -14,725
   Global Retirement Partners LLC 2659 - 2024-03-31 50 $2,000 0
   Ahrens Investment Partners LLC 900 *New 2023-03-31 68 $2,000 68
   WELLS FARGO & CO/MN 5679 *New 2024-03-31 0 $0 0
   PROEQUITIES INC. 2799 - 2024-03-31 0 $0 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5949 *Closed 2024-03-31 0 $0 -36,536
   UBS Group AG 7977 *Closed 2023-12-31 0 $0 -766
   MORGAN STANLEY 7738 *New 2023-12-31 1 $0 1
   Advisor Group Holdings Inc. 7098 *Closed 2024-03-31 0 $0 -3,730
  15 Records found
  1    
  Page 1 of 1
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