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Get Institutions for : 
First Trust Morningstar Div Leaders Idx (FDL)  
$38.12 0.21 (0.55%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 336    16
Total shares held : 
 61,934,514  
% of shares held : 
 68.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -95  
Amount of shares held : 
 -8,774,464  
% of shares held change : 
   -9.75%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $32.89  
Last Quarter's Ending Price : 
 $35.88  
Last Quarter's Average Price : 
 $33.88  
Change from last quarter's     
avg. price to the last closing  : 
4.24 (12.51%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
22
 230,846
 0.37%
 
Increased Positions :
83
 1,299,987
 2.1%
 
Unchanged Positions :
69
 1,067,495
 1.72%
 
Decreased Positions :
162
-9,636,012
-15.56%
 
Closed Positions :
38
-669,285
-1.08%
 
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
   LPL FINANCIAL CORP 107 - 2023-12-31 8,694,674 $311,965,000 -472,496
   MORGAN STANLEY 696 - 2023-12-31 6,663,473 $239,085,000 -568,440
   AMERIPRISE FINANCIAL INC 515 - 2023-12-31 2,828,337 $101,479,000 262,342
   WELLS FARGO & CO/MN 448 - 2023-12-31 2,817,764 $101,101,000 -395,615
   Advisor Group Holdings Inc. 163 - 2023-12-31 1,993,139 $71,517,000 -337,774
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 195 - 2024-03-31 1,773,322 $68,237,000 -141,819
   BANK OF AMERICA CORP /DE/ 1026 - 2023-12-31 1,800,349 $64,597,000 -357,852
   Csenge Advisory Group - 2024-03-31 1,641,103 $63,150,000 49,752
   ROYAL BANK OF CANADA 616 - 2023-12-31 1,754,103 $62,937,000 -203,666
   UBS Group AG 615 - 2023-12-31 1,616,488 $58,000,000 -317,825
   MULTIFINANCIAL SECURITIES CORP 17 - 2023-12-31 1,494,080 $53,608,000 30,404
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 174 - 2023-12-31 1,354,348 $48,594,000 -77,660
   STIFEL FINANCIAL CORP 302 - 2023-12-31 1,255,599 $45,050,000 -166,102
   ENVESTNET ASSET MANAGEMENT INC 660 - 2023-12-31 1,228,914 $44,093,000 -166,179
   TRUE Private Wealth Advisors 5 - 2024-03-31 1,108,956 $42,670,000 140,840
   RAYMOND JAMES & ASSOCIATES 458 - 2024-03-31 1,084,547 $41,733,000 -202,856
   Kowal Investment Group LLC 3 - 2024-03-31 1,075,557 $41,387,000 -281
   J P MORGAN CHASE & CO 1214 - 2023-12-31 1,092,772 $39,209,000 39,592
   COMMONWEALTH EQUITY SERVICES LLC. 346 - 2024-03-31 840,843 $32,356,000 -200,069
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 175 - 2024-03-31 729,142 $28,057,000 42,196
   FINANCIAL NETWORK 159 - 2023-12-31 636,141 $22,825,000 -75,904
   JANNEY MONTGOMERY SCOTT LLC 304 - 2024-03-31 570,275 $21,944,000 -9,236
   BB&T CORP 379 - 2023-12-31 602,552 $21,620,000 -104,908
   Private Advisor Group LLC - 2024-03-31 540,210 $20,787,000 21,196
   STEPHENS INC /AR/ 75 - 2023-12-31 550,885 $19,766,000 -641,691
   BEACON FINANCIAL GROUP 6 - 2023-12-31 531,757 $19,079,000 -3,040
   HIGHTOWER ADVISORS, LLC 529 - 2023-12-31 457,709 $16,429,000 93,849
   Southland Equity Partners LLC 6 - 2024-03-31 406,498 $15,642,000 4,680
   ICA Group Wealth Management LLC 2 - 2023-12-31 387,005 $13,886,000 111,924
   BANK HAPOALIM BM 20 *New 2024-03-31 348,000 $13,391,000 348,000
   Kestra Advisory Services LLC 230 - 2023-12-31 336,321 $12,067,000 26,673
   AE Wealth Management LLC 350 - 2023-12-31 329,089 $11,979,000 -80,445
   PROSPERA FINANCIAL SERVICES 51 - 2023-12-31 320,419 $11,497,000 -180,110
   Elevated Capital Advisors LLC 3 - 2024-03-31 283,232 $10,899,000 12,410
   HC Advisors LLC - 2023-12-31 296,799 $10,649,000 -8,322
   Lloyd Advisory Services LLC. 7 *New 2024-03-31 274,632 $10,568,000 274,632
   Spectrum Wealth Advisory Group LLC 2 - 2024-03-31 266,043 $10,237,000 4,743
   HARBOUR INVESTMENTS INC. 36 - 2023-12-31 283,338 $10,166,000 -6,634
   H D Vest Advisory Services 174 - 2023-12-31 261,143 $9,370,000 -15,859
   Steward Partners Investment Advisory LLC 186 - 2023-12-31 239,679 $8,600,000 -433,704
   Summit Financial Wealth Advisors LLC - 2024-03-31 210,694 $8,108,000 -507,619
   DAVIDSON D A & CO 202 - 2023-12-31 219,373 $7,871,000 25,159
   HANSON MCCLAIN, INC. 150 - 2024-03-31 186,588 $7,180,000 -3,392
   Key Client Fiduciary Advisors LLC 5 - 2024-03-31 183,262 $7,052,000 409
   FIRST TRUST ADVISORS LP 1135 - 2023-12-31 192,537 $6,907,000 -8,361
   Salomon & Ludwin LLC - 2024-03-31 173,691 $6,683,000 -13,844
   Rockefeller Capital Management L.P. 568 - 2023-12-31 181,476 $6,511,000 56,780
   Cetera Investment Advisers 360 - 2023-12-31 179,662 $6,446,000 -2,166,792
   Bulltick Wealth Management LLC 29 - 2023-12-31 174,425 $6,258,000 -4,985
   Financial Advocates Investment Management - 2024-03-31 155,859 $5,997,000 -52,168
   JFS WEALTH ADVISORS, LLC - 2024-03-31 154,798 $5,957,000 -4,005
   Alpha Omega Group Inc. 6 - 2023-12-31 162,390 $5,827,000 -6,492
   COZAD ASSET MANAGEMENT INC 40 - 2023-12-31 159,825 $5,735,000 -23,486
   Retirement Network 17 - 2023-12-31 155,490 $5,579,000 -10,239
   Retireful LLC 5 *New 2024-03-31 144,458 $5,559,000 144,458
   AIFG Consultants Ltd. 11 - 2023-12-31 152,487 $5,471,000 -182,084
   Advisory Alpha LLC - 2023-12-31 152,128 $5,458,000 6,529
   MANCHESTER FINANCIAL INC 13 - 2024-03-31 140,864 $5,420,000 50,275
   Mach-1 Financial Group Inc. 9 - 2023-12-31 149,395 $5,360,000 -38,827
   Harvest Investment Services LLC 5 - 2023-12-31 145,575 $5,223,000 746
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 27 - 2024-03-31 131,991 $5,063,000 2,468
   Goss Wealth Management LLC 341 - 2023-12-31 140,487 $5,047,000 -36,850
   MML INVESTORS SERVICES LLC 594 - 2023-12-31 138,263 $4,961,000 -54,792
   BlueChip Wealth Advisors LLC - 2024-03-31 127,929 $4,923,000 18,315
   Envestnet Portfolio Solutions Inc. 331 - 2023-12-31 136,285 $4,890,000 -2,023
   Integrated Wealth Concepts LLC 244 - 2023-12-31 130,855 $4,695,000 -202,455
   Atria Wealth Solutions Inc. 331 - 2023-12-31 130,445 $4,680,000 -63,505
   HFG Advisors Inc. 6 - 2024-03-31 120,625 $4,642,000 4,333
   Rehmann Capital Advisory Group - 2024-03-31 113,776 $4,378,000 14,659
   ATRIA INVESTMENTS LLC 336 - 2023-12-31 119,971 $4,305,000 -48,564
   WETZEL INVESTMENT ADVISORS INC. 7 - 2024-03-31 116,412 $4,263,000 3,119
   Hobart Private Capital LLC 21 - 2024-03-31 107,381 $4,132,000 30,334
   Concurrent Investment Advisors LLC 125 - 2023-12-31 114,073 $4,093,000 0
   SNS Financial Group LLC 34 - 2024-03-31 103,392 $3,979,000 -11,669
   PCG Wealth Advisors LLC 14 - 2024-03-31 101,351 $3,900,000 -41,077
   Orion Portfolio Solutions LLC 373 - 2023-12-31 103,950 $3,807,000 -18,269
   Sigma Planning Corp - 2024-03-31 97,809 $3,764,000 39,190
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 97,192 $3,740,000 -2,665
   Next Level Private LLC 17 - 2024-03-31 96,731 $3,722,000 -170
   Bennett Associates Wealth Management 11 - 2024-03-31 91,276 $3,512,000 6,792
   Equitable Holdings Inc. 282 - 2023-12-31 96,567 $3,465,000 -30,941
   Stratos Wealth Partners LTD. 308 - 2024-03-31 89,184 $3,432,000 7,878
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 88,371 $3,401,000 1,990
   Kure Advisory LLC 18 - 2023-12-31 90,099 $3,233,000 3,521
   Snowden Capital Advisors LLC 209 - 2023-12-31 89,466 $3,210,000 43,369
   HRT FINANCIAL LLC 434 - 2023-12-31 88,783 $3,185,000 -69,837
   GDS Wealth Management 57 - 2024-03-31 80,065 $3,081,000 -26,530
   MARINER WEALTH ADVISORS, LLC 878 - 2023-12-31 83,587 $2,999,000 -121,147
   Teamwork Financial Advisors LLC 44 - 2024-03-31 77,084 $2,966,000 -17,938
   CITADEL ADVISORS LLC 1995 - 2023-12-31 82,532 $2,961,000 38,353
   BENJAMIN F. EDWARDS & COMPANY INC. 291 - 2024-03-31 75,939 $2,922,000 -8,886
   Total Clarity Wealth Management Inc. 24 - 2024-03-31 75,129 $2,891,000 25
   COMERICA BANK 987 - 2023-12-31 79,312 $2,846,000 -3,746
   Baird Financial Group Inc. 832 - 2023-12-31 78,774 $2,826,000 134
   PRINCIPAL SECURITIES INC. 183 - 2023-12-31 78,066 $2,801,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 828 - 2024-03-31 71,342 $2,745,000 -73,208
   ROI Financial Advisors LLC 16 - 2023-12-31 73,999 $2,655,000 0
   Foundations Investment Advisors LLC 199 - 2023-12-31 72,391 $2,630,000 -1,624
   CITIGROUP INC 1420 - 2023-12-31 73,074 $2,622,000 -9,195
   Cedrus LLC 21 - 2024-03-31 65,817 $2,533,000 6,358
  100 Records found
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