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Get Institutions for : 
First Trust Morningstar Div Leaders Idx (FDL)  
$38.39 0.27 (0.71%) as of 4:30 Thu 5/9


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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  : 
4.51 (13.31%)  




 
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
   AMERIPRISE FINANCIAL INC 515 - 2023-12-31 2,828,337 $101,479,000 262,342
   Csenge Advisory Group - 2024-03-31 1,641,103 $63,150,000 49,752
   MULTIFINANCIAL SECURITIES CORP 17 - 2023-12-31 1,494,080 $53,608,000 30,404
   TRUE Private Wealth Advisors 5 - 2024-03-31 1,108,956 $42,670,000 140,840
   J P MORGAN CHASE & CO 1214 - 2023-12-31 1,092,772 $39,209,000 39,592
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 175 - 2024-03-31 729,142 $28,057,000 42,196
   Private Advisor Group LLC - 2024-03-31 540,210 $20,787,000 21,196
   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
   Kestra Advisory Services LLC 230 - 2023-12-31 336,321 $12,067,000 26,673
   Elevated Capital Advisors LLC 3 - 2024-03-31 283,232 $10,899,000 12,410
   Spectrum Wealth Advisory Group LLC 2 - 2024-03-31 266,043 $10,237,000 4,743
   DAVIDSON D A & CO 202 - 2023-12-31 219,373 $7,871,000 25,159
   Key Client Fiduciary Advisors LLC 5 - 2024-03-31 183,262 $7,052,000 409
   Rockefeller Capital Management L.P. 568 - 2023-12-31 181,476 $6,511,000 56,780
   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
   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
   BlueChip Wealth Advisors LLC - 2024-03-31 127,929 $4,923,000 18,315
   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
   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
   Sigma Planning Corp - 2024-03-31 97,809 $3,764,000 39,190
   Bennett Associates Wealth Management 11 - 2024-03-31 91,276 $3,512,000 6,792
   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
   CITADEL ADVISORS LLC 1995 - 2023-12-31 82,532 $2,961,000 38,353
   Total Clarity Wealth Management Inc. 24 - 2024-03-31 75,129 $2,891,000 25
   Baird Financial Group Inc. 832 - 2023-12-31 78,774 $2,826,000 134
   Cedrus LLC 21 - 2024-03-31 65,817 $2,533,000 6,358
   Investors Research Corp 25 - 2023-12-31 69,396 $2,490,000 4,540
   Claraphi Advisory Network LLC 26 - 2022-12-31 67,470 $2,467,000 48,385
   Coppell Advisory Solutions LLC 44 - 2023-12-31 67,457 $2,420,000 58,474
   Vestmark Advisory Solutions Inc. 211 - 2023-12-31 61,911 $2,221,000 1,271
   CAPTRUST FINANCIAL ADVISORS 866 - 2023-12-31 60,530 $2,172,000 47,173
   Streettalk Advisors LLC - 2024-03-31 55,639 $2,141,000 1,492
   GeoWealth Management LLC 117 - 2023-12-31 56,078 $2,012,000 2,335
   Comprehensive Financial Consultants Institutional - 2024-03-31 51,624 $1,986,000 40,505
   IHT Wealth Management LLC 225 - 2023-12-31 54,516 $1,956,000 5,378
   IFP Advisors Inc 242 - 2023-12-31 53,215 $1,909,000 25,783
   Independent Advisor Alliance 219 - 2023-12-31 50,743 $1,821,000 9,287
   US BANCORP 868 - 2023-12-31 49,455 $1,774,000 17,448
   Virtue Capital Management LLC 50 - 2023-12-31 47,331 $1,724,000 23,963
   Gateway Wealth Partners LLC 37 - 2023-12-31 46,505 $1,669,000 9,676
   Eagle Strategies LLC 77 - 2024-03-31 38,142 $1,468,000 26,755
   Gladstone Institutional Advisory LLC 243 - 2023-12-31 40,379 $1,449,000 11,452
   FSB PREMIER WEALTH MANAGEMENT INC. 35 - 2023-12-31 33,255 $1,193,000 2,611
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 644 - 2023-12-31 32,547 $1,168,000 168
   FLYNN ZITO CAPITAL MANAGEMENT LLC - 2024-03-31 29,313 $1,128,000 12,397
   FinTrust Capital Advisors LLC 100 - 2024-03-31 29,277 $1,127,000 14,716
   SMITH MOORE & CO. 143 - 2023-12-31 31,108 $1,116,000 5,340
   CREATIVE PLANNING 1188 - 2023-12-31 29,932 $1,074,000 1,935
   Colonial River Wealth Management LLC - 2023-12-31 28,386 $1,018,000 10,465
   Altus Wealth Group LLC - 2024-03-31 24,772 $953,000 53
   Good Life Advisors LLC - 2024-03-31 20,200 $777,000 3,409
   Diversified LLC - 2024-03-31 19,398 $746,000 174
   Priebe Wealth Holdings LLC 22 - 2024-03-31 19,362 $745,000 730
   Sound View Wealth Advisors Group LLC 195 - 2023-12-31 18,836 $676,000 1,460
   Apollon Wealth Management LLC - 2024-03-31 16,795 $646,000 3,616
   WEDBUSH MORGAN SECURITIES INC 479 - 2023-12-31 17,490 $628,000 229
   CWM LLC 1045 - 2024-03-31 16,078 $619,000 7,122
   Cresset Asset Management LLC 1132 - 2023-12-31 16,245 $583,000 1,753
   Intrua Financial LLC 168 - 2023-03-31 16,480 $559,000 8,114
   True Capital Management 58 - 2023-03-31 15,681 $557,000 275
   Capital Analysts Inc. 302 - 2023-12-31 14,939 $536,000 3,484
   PERSONAL CFO SOLUTIONS LLC 224 - 2023-12-31 13,867 $498,000 14
   TUCKER ASSET MANAGEMENT LLC 50 - 2023-12-31 13,628 $489,000 138
   Paragon Private Wealth Management LLC 89 - 2023-12-31 12,640 $454,000 192
   Calton & Associates Inc. 116 - 2024-03-31 10,404 $400,000 203
   Koshinski Asset Management Inc. 327 - 2023-12-31 11,077 $397,000 3,770
   Coppell Advisory Solutions Corp. 137 - 2023-03-31 11,113 $391,000 2,130
   Fortress Wealth Group LLC 64 - 2023-12-31 10,590 $388,000 3
   Arete Wealth Advisors LLC 484 - 2023-12-31 10,362 $372,000 10,362
   Santori & Peters Inc. 41 - 2024-03-31 9,561 $368,000 106
   Patriot Financial Group Insurance Agency LLC - 2024-03-31 9,119 $351,000 1,140
   XML Financial LLC 250 - 2023-12-31 9,703 $348,000 1,634
   Strategic Financial Concepts LLC 209 - 2024-03-31 8,927 $344,000 2,593
   MOSELEY INVESTMENT MANAGEMENT INC 98 - 2024-03-31 8,900 $342,000 637
   Clarus Group Inc. 74 - 2024-03-31 8,742 $336,000 1,933
   Stratos Wealth Advisors LLC 543 - 2024-03-31 8,214 $316,000 1,383
   WealthTrust Asset Management LLC - 2024-03-31 7,895 $304,000 11
   FMR LLC 2669 - 2023-12-31 8,381 $301,000 665
   Waterfront Wealth Inc. 202 - 2023-12-31 7,815 $280,000 329
   Nelson Van Denburg & Campbell Wealth Management Gr - 2024-03-31 7,251 $279,000 71
   GPS Wealth Strategies Group LLC - 2024-03-31 7,061 $272,000 3
   MONEY CONCEPTS CAPITAL CORP 351 - 2024-03-31 6,792 $261,000 778
   Trexquant Investment LP 1292 - 2023-12-31 6,874 $247,000 6,874
   Semus Wealth Partners LLC - 2023-12-31 6,600 $237,000 64
   Core Wealth Partners LLC 112 - 2024-03-31 6,146 $237,000 415
   SYNOVUS FINANCIAL CORP 767 - 2023-12-31 6,575 $236,000 68
   Aveo Capital Partners LLC 303 - 2023-12-31 6,462 $232,000 32
   Cedar Brook Financial Partners LLC 377 - 2024-03-31 6,006 $231,000 19
   TrueWealth Advisors LLC 200 - 2024-03-31 5,400 $208,000 5,400
   Spire Wealth Management 795 - 2024-03-31 4,733 $182,000 8
   TSFG LLC 167 - 2024-03-31 3,595 $138,000 45
  100 Records found
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