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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  
Free Registration Required For Full Results

            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
   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
   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
   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
   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
   COMMONWEALTH EQUITY SERVICES LLC. 346 - 2024-03-31 840,843 $32,356,000 -200,069
   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
   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
   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
   HC Advisors LLC - 2023-12-31 296,799 $10,649,000 -8,322
   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
   HANSON MCCLAIN, INC. 150 - 2024-03-31 186,588 $7,180,000 -3,392
   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
   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
   AIFG Consultants Ltd. 11 - 2023-12-31 152,487 $5,471,000 -182,084
   Mach-1 Financial Group Inc. 9 - 2023-12-31 149,395 $5,360,000 -38,827
   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
   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
   ATRIA INVESTMENTS LLC 336 - 2023-12-31 119,971 $4,305,000 -48,564
   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
   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
   Equitable Holdings Inc. 282 - 2023-12-31 96,567 $3,465,000 -30,941
   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
   BENJAMIN F. EDWARDS & COMPANY INC. 291 - 2024-03-31 75,939 $2,922,000 -8,886
   COMERICA BANK 987 - 2023-12-31 79,312 $2,846,000 -3,746
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 828 - 2024-03-31 71,342 $2,745,000 -73,208
   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
   Sargent Investment Group LLC 40 - 2023-12-31 69,082 $2,479,000 -938
   NATIONAL ASSET MANAGEMENT, INC. 303 - 2023-12-31 68,578 $2,461,000 -6,459
   DAVENPORT & CO LLC - 2024-03-31 63,522 $2,444,000 -1,076
   Collaborative Wealth Managment Inc. 22 - 2023-12-31 67,918 $2,437,000 -4,470
   J.W. COLE ADVISORS INC. - 2024-03-31 62,998 $2,424,000 -11,703
   Resources Investment Advisors Inc. 281 - 2023-12-31 66,519 $2,387,000 -17,969
   Bickling Financial Services Inc. 17 - 2022-12-31 64,601 $2,362,000 -1,998
   RAYMOND JAMES TRUST CO 286 - 2024-03-31 60,104 $2,313,000 -1,692
   OPPENHEIMER & CO INC 473 - 2023-12-31 60,703 $2,178,000 -36,920
   VIRTU FINANCIAL LLC 92 - 2023-12-31 59,588 $2,138,000 -140,120
   Ergawealth Advisors Inc. - 2024-03-31 52,841 $2,033,000 -39,411
   Lakeview Capital Partners LLC 70 - 2023-12-31 55,951 $2,008,000 -1,464
   Quad-Cities Investment Group LLC 22 - 2024-03-31 50,906 $1,959,000 -3,993
   ADVISORY SERVICES NETWORK, LLC 433 - 2023-12-31 54,374 $1,951,000 -41,338
   FIRST HEARTLAND CONSULTANTS INC 97 - 2023-12-31 53,569 $1,922,000 -753
   We Are One Seven LLC 206 - 2023-12-31 53,192 $1,909,000 -2,195
   GOLDMAN SACHS GROUP INC/ 3203 - 2023-12-31 49,876 $1,790,000 -36,273
   Belpointe Asset Management LLC 135 - 2023-12-31 47,439 $1,702,000 -162
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 173 - 2024-03-31 43,309 $1,667,000 -32,061
   MONTICELLO WEALTH MANAGEMENT LLC 84 - 2024-03-31 41,039 $1,579,000 -1,206
   Crumly & Associates Inc. - 2024-03-31 39,901 $1,535,000 -66,104
   MISSION CREEK CAPITAL PARTNERS INC 74 - 2023-12-31 40,586 $1,456,000 -485
   NBC SECURITIES INC. 159 - 2024-03-31 37,095 $1,427,000 -5,333
   Ameritas Advisory Services LLC 229 - 2023-12-31 37,863 $1,370,000 -20,891
   Moors & Cabot Inc. 230 - 2023-12-31 37,752 $1,355,000 -778
   IAMS WEALTH MANAGEMENT LLC 38 - 2024-03-31 37,197 $1,352,000 -9,913
   TOWER RESEARCH CAPITAL LLC 712 - 2023-12-31 35,383 $1,270,000 -9,554
   JANE STREET GROUP LLC 2958 - 2023-12-31 34,215 $1,228,000 -37,026
   Moloney Securities Asset Management LLC - 2024-03-31 30,710 $1,182,000 -1,981
   Private Portfolio Partners LLC 67 - 2023-12-31 32,419 $1,163,000 -1,052
   PRIVATE TRUST CO NA 182 - 2024-03-31 30,022 $1,155,000 -3,131
   Capital Investment Advisory Services LLC 177 - 2024-03-31 29,733 $1,144,000 -1,354
   Kingsview Wealth Management LLC 439 - 2023-12-31 31,368 $1,125,000 -9,464
   Western Wealth Management LLC 214 - 2024-03-31 28,641 $1,102,000 -115
   INTL FCSTONE INC. 151 - 2024-03-31 27,969 $1,076,000 -10,844
   Arkadios Wealth Advisors - 2024-03-31 27,215 $1,047,000 -1,131
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 971 - 2023-09-30 29,799 $996,000 -32,267
   Advisor Resource Council 57 - 2024-03-31 26,654 $956,000 -89,450
   SILVER OAK SECURITIES Inc 171 - 2023-12-31 26,067 $935,000 -33,659
   Commonwealth Financial Services LLC 60 - 2023-12-31 25,681 $921,000 -130
   BANK OF NOVA SCOTIA / 763 - 2023-12-31 25,405 $911,000 -410
  100 Records found
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