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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
   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
   TWO SIGMA INVESTMENTS LLC 100 - 2023-12-31 571,300 $106,576,000 385,000
   UBS Group AG 480 - 2023-12-31 446,464 $83,288,000 1,834
   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
   J P MORGAN CHASE & CO 1222 - 2023-12-31 207,094 $38,634,000 158,799
   BB&T CORP 291 - 2023-12-31 182,373 $34,022,000 8,520
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 240 - 2024-03-31 103,563 $21,240,000 14,786
   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
   BANK HAPOALIM BM 13 - 2024-03-31 70,753 $14,511,000 66,633
   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
   SeaCrest Wealth Management LLC 10 - 2024-03-31 54,595 $11,197,000 1,495
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 787 - 2023-12-31 44,899 $8,376,000 33,407
   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
   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
   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
   Paragon Private Wealth Management LLC 3 - 2023-12-31 25,958 $4,842,000 935
   Global Assets Advisory LLC 101 - 2024-03-31 871,878 $4,239,000 871,878
   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
   CREATIVE PLANNING 664 - 2023-12-31 19,494 $3,637,000 1,081
   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
   TOTH FINANCIAL ADVISORY CORP 85 - 2024-03-31 14,118 $2,895,000 595
   Steward Partners Investment Advisory LLC 418 - 2023-12-31 14,973 $2,793,000 346
   Garden State Investment Advisory Services LLC 21 - 2023-12-31 14,965 $2,792,000 574
   RFG Advisory Group LLC 173 - 2024-03-31 13,483 $2,765,000 765
   GSA CAPITAL PARTNERS LLP 33 - 2024-03-31 13,358 $2,740,000 4,992
   Coppell Advisory Solutions LLC 40 - 2023-12-31 13,992 $2,610,000 7,288
   TriaGen Wealth Management LLC 22 - 2024-03-31 12,478 $2,559,000 371
   PCG Wealth Advisors LLC 30 - 2024-03-31 12,096 $2,481,000 131
   IAMS WEALTH MANAGEMENT LLC 14 - 2024-03-31 12,212 $2,455,000 4,504
   Merit Financial Group LLC 185 - 2023-12-31 11,979 $2,235,000 11,979
   SOMERSET GROUP LLC 19 - 2023-12-31 11,425 $2,131,000 101
   Gateway Wealth Partners LLC 28 - 2023-12-31 11,331 $2,114,000 2,972
   Coppell Advisory Solutions Corp. 34 - 2023-03-31 14,373 $2,069,000 7,669
   Ameritas Advisory Services LLC 174 - 2023-12-31 10,148 $2,029,000 2,225
   EP WEALTH ADVISORS, INC. 252 - 2023-12-31 10,813 $2,017,000 10,813
   PARK AVENUE SECURITIES LLC 424 - 2024-03-31 9,333 $1,914,000 2,242
   JUNCTURE WEALTH STRATEGIES LLC 23 - 2024-03-31 9,001 $1,846,000 338
   Y-Intercept (Hong Kong) Ltd 152 - 2023-12-31 9,661 $1,802,000 9,661
   Proquility Private Wealth Partners LLC - 2024-03-31 8,467 $1,736,000 857
   IFP Advisors Inc 271 - 2023-12-31 9,068 $1,691,000 1,938
   SILVER OAK SECURITIES Inc 112 - 2023-12-31 8,434 $1,573,000 3,045
   GUERRA PAN ADVISORS LLC 20 - 2023-12-31 7,902 $1,474,000 52
   Geneos Wealth Management Inc. - 2024-03-31 6,977 $1,431,000 1,802
   Rooted Wealth Advisors Inc. 31 - 2024-03-31 6,872 $1,401,000 117
   BLAIR WILLIAM & CO/IL 782 - 2023-12-31 6,935 $1,294,000 27
   Private Advisory Group LLC 86 - 2023-12-31 6,913 $1,290,000 43
   1776 WEALTH LLC 28 - 2023-12-31 6,884 $1,284,000 107
   Wealthfront Advisers LLC 569 - 2024-03-31 6,187 $1,269,000 2,512
   OneAscent Financial Services LLC 101 - 2024-03-31 6,125 $1,256,000 592
   WEDBUSH MORGAN SECURITIES INC 283 - 2023-12-31 6,416 $1,197,000 152
   FMR LLC 2287 - 2023-12-31 6,147 $1,147,000 1,819
   DAVENPORT & CO LLC - 2024-03-31 5,577 $1,144,000 17
   WMG Financial Advisors LLC 32 - 2023-12-31 5,798 $1,082,000 436
   Kesler Norman & Wride LLC 101 - 2024-03-31 5,239 $1,074,000 101
   TRUST CO OF OKLAHOMA 64 - 2024-03-31 5,082 $1,042,000 2,292
   CITIGROUP INC 2047 - 2023-12-31 5,535 $1,033,000 2,990
   Apollon Wealth Management LLC - 2024-03-31 4,936 $1,012,000 807
   Orion Portfolio Solutions LLC 936 - 2023-12-31 5,406 $998,000 1,713
   Clear Creek Financial Management LLC 148 - 2024-03-31 4,799 $984,000 2,228
   WESPAC Advisors SoCal LLC 55 - 2024-03-31 4,747 $974,000 257
   INSIGNEO ADVISORY SERVICES LLC 149 - 2023-12-31 5,211 $972,000 103
   Summit Financial LLC 190 - 2024-03-31 4,661 $956,000 530
   Valeo Financial Advisors LLC 251 - 2024-03-31 4,664 $921,000 108
   Financial Services Advisory Inc 41 - 2023-12-31 4,787 $893,000 4,787
   Apeiron RIA LLC 69 - 2024-03-31 4,335 $889,000 4,335
   Dynamic Advisors Solutions LLC 475 - 2024-03-31 4,164 $854,000 5
   Spire Wealth Management 428 - 2024-03-31 3,762 $772,000 742
   We Are One Seven LLC 394 - 2023-12-31 3,911 $730,000 719
   Coastal Investment Advisors Inc. 158 - 2024-03-31 3,525 $723,000 100
   Perigon Wealth Management LLC - 2024-03-31 3,480 $714,000 216
   Patriot Financial Group Insurance Agency LLC - 2024-03-31 3,315 $680,000 588
   LEVEL FOUR ADVISORY SERVICES LLC 390 - 2023-12-31 3,465 $646,000 3,465
  100 Records found
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