Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
First Trust Morningstar Div Leaders Idx (FDL)  
$38.39 0.27 (0.71%) as of 4:30 Thu 5/9


Download
     
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
   TWO SIGMA SECURITIES LLC 1423 *Closed 2023-12-31 0 $0 -6,508
   VisionPoint Advisory Group LLC 690 *Closed 2023-12-31 0 $0 -14
   Harwood Advisory Group LLC 145 *Closed 2023-12-31 0 $0 -12,279
   TWO SIGMA INVESTMENTS LLC 3099 *Closed 2023-12-31 0 $0 -33,391
   Bensler LLC *Closed 2024-03-31 0 $0 -92,999
   GRADIENT INVESTMENTS LLC 1262 *Closed 2024-03-31 0 $0 -232
   Strategic Investment Solutions Inc. /IL 691 *Closed 2023-12-31 0 $0 -31,500
   MILLENNIUM MANAGEMENT LLC 4040 *Closed 2023-12-31 0 $0 -12,508
   OneAscent Financial Services LLC 385 *Closed 2024-03-31 0 $0 -12,201
   Advisor OS LLC 350 *Closed 2023-12-31 0 $0 -7,882
   GSA CAPITAL PARTNERS LLP 1883 *Closed 2024-03-31 0 $0 -74,200
   Wealthcare Advisory Partners LLC 819 *Closed 2024-03-31 0 $0 -5,650
   RE Dickinson Investment Advisors LLC 279 *Closed 2023-12-31 0 $0 -500
   TRANSAMERICA FINANCIAL ADVISORS, INC. 658 *Closed 2023-12-31 0 $0 -439
   KARLINSKI ANDREW C 48 *Closed 2022-12-31 0 $0 -104
   SUMMIT INVESTMENT ADVISORS INC 3099 *Closed 2023-12-31 0 $0 -3
   High Falls Advisors Inc 112 *Closed 2023-12-31 0 $0 -6,185
   Kovack Advisors Inc. 532 *Closed 2024-03-31 0 $0 -15,563
   Authentikos Wealth Advisory LLC 518 *Closed 2023-12-31 0 $0 -222
   Castle Rock Wealth Management LLC 234 *Closed 2023-12-31 0 $0 -8,612
   KCM INVESTMENT ADVISORS LLC 373 *Closed 2023-12-31 0 $0 -13,509
   Aptus Capital Advisors LLC 979 *Closed 2023-12-31 0 $0 -6,286
   CUTTER & CO BROKERAGE INC *Closed 2024-03-31 0 $0 -5,758
   Atomi Financial Group Inc. 629 *Closed 2023-12-31 0 $0 -8,860
   PARK AVENUE SECURITIES LLC 1400 *Closed 2024-03-31 0 $0 -11,275
   Beacon Financial Advisory LLC 274 *Closed 2024-03-31 0 $0 -8,103
   Herold Advisors Inc. 257 *Closed 2023-12-31 0 $0 -12,626
   EVERETT HARRIS & CO /CA/ 278 *Closed 2024-03-31 0 $0 -5,694
   Ford Financial Group Inc. 105 *Closed 2023-03-31 0 $0 -11,980
   National Wealth Management Group LLC 150 *Closed 2023-12-31 0 $0 -6,763
   BANK OF MONTREAL /CAN/ 3675 *Closed 2023-12-31 0 $0 -59,131
   Independent Wealth Network Inc. 207 *Closed 2024-03-31 0 $0 -5,989
   Iron Horse Wealth Management LLC 503 *Closed 2024-03-31 0 $0 -137
   Sterling Manor Financial LLC 29 *Closed 2024-03-31 0 $0 -287,712
   EDMOND DE ROTHSCHILD HOLDING S.A. 678 *Closed 2023-12-31 0 $0 -850
   FOUNDERS FINANCIAL SECURITIES LLC 423 *Closed 2024-03-31 0 $0 -6,512

  36 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results