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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
   BANK HAPOALIM BM 20 *New 2024-03-31 348,000 $13,391,000 348,000
   Lloyd Advisory Services LLC. 7 *New 2024-03-31 274,632 $10,568,000 274,632
   Retireful LLC 5 *New 2024-03-31 144,458 $5,559,000 144,458
   CoreCap Advisors LLC 278 *New 2023-12-31 21,385 $767,000 21,385
   Y-Intercept (Hong Kong) Ltd 441 *New 2023-12-31 20,482 $735,000 20,482
   Archford Capital Strategies LLC 152 *New 2024-03-31 16,675 $642,000 16,675
   NewEdge Wealth LLC 505 *New 2023-12-31 14,733 $529,000 14,733
   Global Assets Advisory LLC 326 *New 2024-03-31 19,180 $500,000 19,180
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 344 *New 2024-03-31 12,216 $470,000 12,216
   D E SHAW & CO INC 2376 *New 2023-12-31 9,166 $329,000 9,166
   SYKON CAPITAL LLC 64 *New 2023-12-31 8,717 $313,000 8,717
   WEALTHSPAN PARTNERS LLC *New 2024-03-31 7,451 $287,000 7,451
   ABLE Financial Group LLC *New 2023-12-31 7,886 $283,000 7,886
   Waterloo Capital L.P. 312 *New 2023-12-31 7,539 $270,000 7,539
   Twin Peaks Wealth Advisors LLC 108 *New 2024-03-31 6,981 $269,000 6,981
   Bond & Devick Financial Network Inc. 138 *New 2024-03-31 5,511 $212,000 5,511
   FINANCIAL COUNSELORS INC 554 *New 2024-03-31 5,413 $208,000 5,413
   Horst & Graben Wealth Management LLC 139 *New 2024-03-31 5,369 $207,000 5,369
   Sweet Financial Partners LLC 188 *New 2024-03-31 5,319 $205,000 5,319
   PALISADE ASSET MANAGEMENT, LLC *New 2024-03-31 2,102 $81,000 2,102
   Sound Income Strategies LLC 383 *New 2024-03-31 1,618 $62,000 1,618
   CULLEN FROST BANKERS INC 675 *New 2023-12-31 1,299 $47,000 1,299
   JONES FINANCIAL COMPANIES LLLP 497 *New 2023-12-31 1,197 $43,000 1,197
   VALLEY NATIONAL ADVISERS INC 505 *New 2024-03-31 577 $22,000 577
   Glassman Wealth Services 139 *New 2024-03-31 525 $20,000 525
   Ohio Valley Financial Group *New 2024-03-31 517 $20,000 517
  26 Records found
  1    
  Page 1 of 1
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