Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
First Trust Dow 30 Equal Weight Etf (EDOW)  
$32.82 0.04 (0.12%) as of 4:30 Wed 5/1


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 63    4
Total shares held : 
 5,105,642  
% of shares held : 
 32.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -6  
Amount of shares held : 
 -521,678  
% of shares held change : 
   -3.37%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $28.85  
Last Quarter's Ending Price : 
 $32.60  
Last Quarter's Average Price : 
 $30.26  
Change from last quarter's     
avg. price to the last closing  : 
2.56 (8.47%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 225,538
 4.42%
 
Increased Positions :
24
 356,176
 6.98%
 
Unchanged Positions :
11
 46,232
 0.91%
 
Decreased Positions :
26
-987,777
-19.35%
 
Closed Positions :
6
-115,615
-2.26%
 
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
   MORGAN STANLEY 2199 - 2024-03-31 908,371 $31,281,000 -17,347
   Gratus Wealth Advisors LLC 14 - 2024-03-31 478,952 $15,662,000 -16,077
   Ignite Planners LLC 18 - 2024-03-31 120,990 $4,152,000 -8,451
   Goss Wealth Management LLC 447 - 2024-03-31 117,304 $4,040,000 -546,574
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1270 - 2024-03-31 113,440 $3,907,000 -8,436
   BANK OF AMERICA CORP /DE/ 3384 - 2024-03-31 83,249 $2,867,000 -4,849
   ENVESTNET ASSET MANAGEMENT INC 2569 - 2024-03-31 56,799 $1,956,000 -28,230
   Kestra Advisory Services LLC 900 - 2024-03-31 55,035 $1,895,000 -350,083
   Integrated Wealth Concepts LLC 531 - 2024-03-31 54,934 $1,892,000 -11,326
   Advisor Group Holdings Inc. 2003 - 2024-03-31 40,049 $1,379,000 -18,129
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2573 - 2024-03-31 28,872 $994,000 -40,223
   J Arnold Wealth Management Co 14 - 2023-12-31 29,864 $974,000 -372,244
   JANE STREET GROUP LLC 3148 - 2024-03-31 27,275 $939,000 -11,542
   Cetera Investment Advisers 983 - 2024-03-31 23,359 $804,000 -44,710
   ROYAL BANK OF CANADA 3231 - 2024-03-31 20,590 $710,000 -10,759
   MML INVESTORS SERVICES LLC 1706 - 2024-03-31 17,092 $589,000 -314
   INTL FCSTONE INC. 220 - 2024-03-31 13,536 $466,000 -5,098
   FINANCIAL NETWORK 2118 - 2024-03-31 10,800 $372,000 -989
   HARBOUR INVESTMENTS INC. 667 - 2023-12-31 10,598 $345,000 -23,176
   INSIGNEO ADVISORY SERVICES LLC 356 - 2024-03-31 9,760 $336,000 -1,090
   STIFEL FINANCIAL CORP 2906 - 2024-03-31 8,594 $296,000 -1,584
   Tidemark LLC 368 - 2024-03-31 473 $16,000 -351
   UBS Group AG 6367 - 2024-03-31 106 $4,000 -2,652
   NBC SECURITIES INC. 1991 - 2024-03-31 81 $2,000 -12
  24 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