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Get Institutions for : 
First Trust Dow Jones Internet Index (FDN)  
$202.54 0.22 (0.11%) as of 4:30 Thu 5/9


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 465    9
Total shares held : 
18,336,712  
% of shares held : 
34.93%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -31  
Amount of shares held : 
-1,550,993  
% of shares held change : 
  -2.95%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$160.35  
Last Quarter's Ending Price : 
$186.55  
Last Quarter's Average Price
$167.16  
Change from last quarter's     
avg. price to the last closing  : 
35.38 (21.17%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
42
 174,127
 0.95%
 
Increased Positions :
128
 2,154,347
 11.75%
 
Unchanged Positions :
127
 236,389
 1.29%
 
Decreased Positions :
168
-1,487,274
-8.11%
 
Closed Positions :
33
-2,392,193
-13.05%
 
Guru Positions :
1
1,067,062
 5.82%
 
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
   FIRST TRUST ADVISORS LP 8 - 2023-12-31 3,778,226 $704,827,000 -476,639
   MORGAN STANLEY 612 - 2023-12-31 1,531,488 $285,699,000 32,199
   WELLS FARGO & CO/MN 264 - 2023-12-31 1,170,728 $218,399,000 19,582
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 131 - 2023-12-31 1,067,062 $199,060,000 -407,660
   BANK OF AMERICA CORP /DE/ 631 - 2023-12-31 891,620 $166,332,000 -29,543
   LPL FINANCIAL CORP 224 - 2023-12-31 691,850 $129,065,000 -30,148
   TWO SIGMA INVESTMENTS LLC 100 - 2023-12-31 571,300 $106,576,000 385,000
   ROYAL BANK OF CANADA 511 - 2023-12-31 483,194 $90,140,000 -13,880
   UBS Group AG 480 - 2023-12-31 446,464 $83,288,000 1,834
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 216 - 2024-03-31 294,407 $60,380,000 -23,815
   TWO SIGMA ADVISERS, LLC 162 - 2023-12-31 306,900 $57,252,000 176,400
   MERCER GLOBAL ADVISORS INC /ADV 96 - 2023-12-31 275,562 $51,406,000 272,107
   ENVESTNET ASSET MANAGEMENT INC 648 - 2023-12-31 243,707 $45,464,000 23,215
   RAYMOND JAMES & ASSOCIATES 439 - 2024-03-31 220,682 $45,260,000 -5,055
   J P MORGAN CHASE & CO 1222 - 2023-12-31 207,094 $38,634,000 158,799
   Advisor Group Holdings Inc. 300 - 2023-12-31 183,035 $34,143,000 -75,421
   BB&T CORP 291 - 2023-12-31 182,373 $34,022,000 8,520
   COMMONWEALTH EQUITY SERVICES LLC. 333 - 2024-03-31 162,056 $33,236,000 -495
   Northeast Financial Consultants Inc 13 - 2023-12-31 177,289 $33,073,000 -2,047
   AMERIPRISE FINANCIAL INC 1080 - 2023-12-31 146,269 $27,421,000 -11,824
   STIFEL FINANCIAL CORP 412 - 2023-12-31 144,235 $26,907,000 -1,015
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 239 - 2023-09-30 166,557 $26,584,000 -5,995
   GOLDMAN SACHS GROUP INC/ 1453 - 2023-12-31 124,123 $23,155,000 -28,547
   Baird Financial Group Inc. 297 - 2023-12-31 120,059 $22,397,000 -13,823
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 240 - 2024-03-31 103,563 $21,240,000 14,786
   ODell Group LLC 7 - 2023-12-31 110,286 $20,574,000 -1,408
   JANNEY MONTGOMERY SCOTT LLC 343 - 2024-03-31 93,645 $19,206,000 7,578
   Goss Wealth Management LLC 126 - 2023-12-31 99,485 $18,718,000 2,838
   Bensler LLC - 2024-03-31 81,888 $16,795,000 5,022
   BENJAMIN F. EDWARDS & COMPANY INC. 97 - 2024-03-31 80,462 $16,502,000 4,174
   Nilsine Partners LLC 4 - 2024-03-31 79,667 $16,339,000 31,639
   PRUDENTIAL CORP PLC 74 - 2023-12-31 86,400 $16,118,000 73,700
   ADVISORY SERVICES NETWORK, LLC 43 - 2023-12-31 84,787 $15,817,000 2,459
   HIGHTOWER ADVISORS, LLC 543 - 2023-12-31 83,426 $15,569,000 -1,734
   BANK HAPOALIM BM 13 - 2024-03-31 70,753 $14,511,000 66,633
   CFG ASSET MANAGEMENT LLC 19 - 2023-12-31 76,315 $14,237,000 -40,888
   Sequoia Financial Advisors LLC 115 - 2024-03-31 66,462 $13,631,000 -1,343
   Kestra Advisory Services LLC 200 - 2023-12-31 72,386 $13,504,000 2,596
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 364 - 2023-12-31 63,013 $11,755,000 991
   Harel Insurance Investments & Financial Services L - 2024-03-31 57,000 $11,690,000 0
   Kraft Davis & Associates LLC 6 - 2023-12-31 58,019 $11,372,000 -585
   Private Advisor Group LLC - 2024-03-31 55,296 $11,340,000 -5,175
   SeaCrest Wealth Management LLC 10 - 2024-03-31 54,595 $11,197,000 1,495
   CAPTRUST FINANCIAL ADVISORS 349 - 2023-12-31 59,347 $11,071,000 -2,785
   MIRABELLA FINANCIAL SERVICES LLP 14 - 2023-12-31 54,030 $10,079,000 15,582
   PINNACLE ASSOCIATES LTD 166 - 2024-03-31 47,834 $9,810,000 4,613
   Beaumont Financial Advisors LLC 37 - 2023-12-31 50,516 $9,424,000 -383
   MILLENNIUM MANAGEMENT LLC 1448 - 2023-12-31 50,403 $9,403,000 -43,428
   WCG Wealth Advisors LLC 46 - 2023-12-31 50,361 $9,395,000 -8,120
   Tamar Securities LLC - 2023-12-31 46,220 $8,622,000 -7,354
   PEAPACK GLADSTONE FINANCIAL CORP 158 - 2023-12-31 45,977 $8,577,000 -2,780
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 787 - 2023-12-31 44,899 $8,376,000 33,407
   Southland Equity Partners LLC 10 - 2024-03-31 35,275 $7,235,000 -683
   Rockefeller Capital Management L.P. 547 - 2023-12-31 38,598 $7,200,000 1,309
   Cetera Investment Advisers 324 - 2023-12-31 38,386 $7,161,000 1,706
   AE Wealth Management LLC 486 - 2023-12-31 35,511 $6,941,000 16,481
   DAYMARK WEALTH PARTNERS LLC 66 - 2024-03-31 33,220 $6,813,000 266
   CWM LLC 364 - 2024-03-31 32,570 $6,680,000 -10,424
   MML INVESTORS SERVICES LLC 498 - 2023-12-31 35,624 $6,646,000 1,602
   Wealth Management Partners LLC 7 - 2024-03-31 32,371 $6,639,000 209
   MARSHALL WACE LLP 663 - 2023-12-31 35,510 $6,624,000 35,510
   MONEY CONCEPTS CAPITAL CORP 43 - 2024-03-31 31,415 $6,443,000 418
   FSC Wealth Advisors LLC 7 *New 2024-03-31 31,035 $6,365,000 31,035
   PACIFIC SUN FINANCIAL CORP - 2024-03-31 30,850 $6,327,000 -76
   FINANCIAL NETWORK 479 - 2023-12-31 33,358 $6,223,000 -1,228
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv - 2024-03-31 28,720 $5,890,000 -2,136
   HARTLINE INVESTMENT CORP/ 18 *New 2024-03-31 28,720 $5,890,000 28,720
   NTV ASSET MANAGEMENT LLC 26 - 2023-12-31 30,944 $5,773,000 -2,250
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 27,003 $5,538,000 -5,312
   Lindbrook Capital LLC 37 - 2024-03-31 26,154 $5,364,000 -479
   NATIONAL ASSET MANAGEMENT, INC. 162 - 2023-12-31 28,711 $5,356,000 -839
   GTS SECURITIES LLC 168 *New 2023-12-31 27,691 $5,166,000 27,691
   Gladstone Institutional Advisory LLC 92 - 2023-12-31 27,091 $5,054,000 16,483
   OPPENHEIMER & CO INC 252 - 2023-12-31 27,016 $5,040,000 6,436
   Somerset Trust Co 12 - 2024-03-31 24,557 $5,036,000 -348
   Paragon Private Wealth Management LLC 3 - 2023-12-31 25,958 $4,842,000 935
   Crestone Asset Management LLC 19 - 2024-03-31 23,276 $4,774,000 -750
   GATEWAY ADVISORY, LLC 23 *New 2023-12-31 24,739 $4,615,000 24,739
   MEADOWBROOK INVESTMENT ADVISORS LLC 3 - 2024-03-31 22,424 $4,599,000 -915
   MARINER WEALTH ADVISORS, LLC 722 - 2023-12-31 23,842 $4,448,000 -20,547
   Atria Wealth Solutions Inc. 346 - 2023-12-31 23,806 $4,441,000 -2,618
   SFI Advisors LLC 6 - 2023-12-31 23,330 $4,352,000 -452
   Global Assets Advisory LLC 101 - 2024-03-31 871,878 $4,239,000 871,878
   H D Vest Advisory Services 310 - 2023-12-31 22,448 $4,188,000 -4,722
   Cannon Global Investment Management LLC 2 *New 2024-03-31 20,400 $4,184,000 20,400
   Equitable Holdings Inc. 253 - 2023-12-31 22,026 $4,109,000 2,182
   CITADEL ADVISORS LLC 1706 - 2023-12-31 21,994 $4,103,000 11,120
   REGAL INVESTMENT ADVISORS, LLC 94 - 2023-12-31 21,977 $4,100,000 120
   Qube Research & Technologies Ltd 958 - 2023-12-31 21,775 $4,062,000 2,101
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 417 - 2023-12-31 21,725 $4,053,000 13,035
   Snowden Capital Advisors LLC 177 - 2023-12-31 21,362 $3,985,000 653
   DAVIDSON D A & CO 339 - 2023-12-31 20,145 $3,758,000 776
   Pinnacle Wealth Management Advisory Group LLC - 2024-03-31 18,262 $3,745,000 2,514
   HARBOUR INVESTMENTS INC. 124 - 2023-12-31 19,928 $3,718,000 3,269
   Twin Peaks Wealth Advisors LLC 17 - 2024-03-31 17,809 $3,653,000 -433
   STEPHENS INC /AR/ 285 - 2023-12-31 19,502 $3,638,000 -513
   CREATIVE PLANNING 664 - 2023-12-31 19,494 $3,637,000 1,081
   BANK OF NEW YORK MELLON CORP 2493 - 2024-03-31 16,842 $3,454,000 -617
   WealthBridge Capital Management LLC - 2024-03-31 14,341 $2,941,000 17
   Sigma Planning Corp - 2024-03-31 14,228 $2,918,000 8,741

  100 Records found
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