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Get Institutions for : 
First Trust Dow Jones Internet Index (FDN)  
$202.76 1.05 (0.52%) as of 4:30 Wed 5/8


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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  : 
35.60 (21.3%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Harel Insurance Investments & Financial Services L - 2024-03-31 57,000 $11,690,000 0
   MISSION CREEK CAPITAL PARTNERS INC 56 - 2023-12-31 9,974 $1,861,000 0
   Quantum Private Wealth LLC 34 - 2023-12-31 7,297 $1,361,000 0
   CYNOSURE MANAGEMENT LLC 82 - 2023-12-31 6,585 $1,228,000 0
   Smith Anglin Financial LLC 68 - 2024-03-31 5,565 $1,141,000 0
   RWM Asset Management LLC 73 - 2024-03-31 4,986 $1,023,000 0
   Ayalon Holdings Ltd. 53 - 2024-03-31 4,758 $976,000 0
   Unconventional Investor LLC 13 - 2023-12-31 5,101 $952,000 0
   Bedel Financial Consulting Inc. 77 - 2023-12-31 4,875 $909,000 0
   Milestone Advisory Partners 28 - 2023-09-30 5,526 $882,000 0
   Princeton Global Asset Management LLC 90 - 2024-03-31 3,967 $814,000 0
   L.M. KOHN & COMPANY 101 - 2024-03-31 3,780 $775,000 0
   TRUEPOINT, INC. 99 - 2023-12-31 4,152 $775,000 0
   MCKINLEY CARTER WEALTH SERVICES, INC. 183 - 2024-03-31 3,277 $672,000 0
   Rockline Wealth Management LLC - 2024-03-31 3,087 $633,000 0
   Perennial Investment Advisors LLC 164 - 2023-12-31 3,082 $575,000 0
   CHOATE INVESTMENT ADVISORS 254 - 2023-12-31 2,470 $461,000 0
   VALLEY NATIONAL ADVISERS INC 170 - 2024-03-31 2,141 $439,000 0
   Glassman Wealth Services 38 - 2024-03-31 1,935 $397,000 0
   Columbia Asset Management 125 - 2023-12-31 2,110 $394,000 0
   Cambridge Advisors Inc. 132 - 2024-03-31 1,868 $383,000 0
   Maltin Wealth Management Inc. 85 - 2024-03-31 1,785 $366,000 0
   Crown Wealth Group LLC - 2024-03-31 1,769 $363,000 0
   Madison Wealth Partners Inc - 2024-03-31 1,668 $342,000 0
   IPG Investment Advisors LLC 132 - 2023-12-31 1,830 $341,000 0
   RSM US WEALTH MANAGEMENT LLC 509 - 2024-03-31 1,590 $326,000 0
   Syntegra Private Wealth Group LLC 96 - 2023-12-31 1,738 $324,000 0
   Quantinno Capital Management LP 938 - 2023-12-31 1,737 $324,000 0
   High Net Worth Advisory Group LLC 152 - 2024-03-31 1,575 $323,000 0
   HFG Advisors Inc. 78 - 2024-03-31 1,453 $298,000 0
   Keystone Financial Group 224 - 2023-12-31 1,550 $289,000 0
   Genesee Capital Advisors LLC 90 - 2024-03-31 1,370 $281,000 0
   Archer Investment Corp 190 - 2023-12-31 1,422 $265,000 0
   OAK HARBOR WEALTH PARTNERS LLC 146 - 2024-03-31 1,282 $263,000 0
   COUNTRY TRUST BANK 113 - 2024-03-31 1,267 $260,000 0
   Financial Advisory Service Inc. - 2024-03-31 1,244 $255,000 0
   Keystone Wealth Services LLC 187 - 2024-03-31 1,214 $249,000 0
   Clarus Group Inc. 94 - 2024-03-31 1,181 $242,000 0
   GARRISON POINT ADVISORS LLC 137 - 2023-12-31 1,268 $237,000 0
   MATHES COMPANY INC 125 - 2024-03-31 1,100 $226,000 0
   Smartleaf Asset Management LLC - 2024-03-31 1,156 $218,000 0
   SIGNATUREFD, LLC - 2024-03-31 1,065 $218,000 0
   DB Wealth Management Group LLC 87 - 2023-12-31 1,122 $209,000 0
   Tyler-Stone Wealth Management 175 - 2023-12-31 1,059 $198,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 287 - 2023-12-31 1,000 $187,000 0
   EPG Wealth Management LLC 246 - 2023-12-31 850 $169,000 0
   BDO Wealth Advisors LLC 280 - 2023-06-30 1,005 $164,000 0
   Bank of New Hampshire 209 - 2024-03-31 790 $162,000 0
   Rosenberg Matthew Hamilton 246 - 2024-03-31 690 $142,000 0
   WASHINGTON TRUST CO 300 - 2024-03-31 683 $140,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 173 - 2023-12-31 645 $120,000 0
   KENFARB & CO. 119 - 2023-09-30 750 $120,000 0
   HAZLETT BURT & WATSON INC. 229 - 2024-03-31 562 $115,000 0
   Transcendent Capital Group LLC 104 - 2024-03-31 575 $107,000 0
   PARKSIDE FINANCIAL BANK & TRUST - 2024-03-31 510 $105,000 0
   Security National Bank 145 - 2024-03-31 495 $102,000 0
   DIVIDEND GROWTH ADVISORS LLC 200 - 2023-12-31 450 $84,000 0
   GoalVest Advisory LLC 171 - 2024-03-31 368 $75,000 0
   BLACKROCK INC. 4545 - 2023-12-31 400 $75,000 0
   Strengthening Families & Communities LLC 84 - 2023-12-31 404 $75,000 0
   West Branch Capital LLC 142 - 2024-03-31 360 $74,000 0
   City State Bank 273 - 2024-03-31 361 $74,000 0
   WHITTIER TRUST CO - 2024-03-31 350 $72,000 0
   AdvisorNet Financial Inc 714 - 2024-03-31 344 $71,000 0
   KISTLERTIFFANY COMPANIES, LLC 453 - 2023-06-30 415 $68,000 0
   SALEM INVESTMENT COUNSELORS INC 541 - 2024-03-31 260 $53,000 0
   AMERICAN NATIONAL BANK 319 - 2024-03-31 250 $51,000 0
   WHITTIER TRUST CO OF NEVADA INC - 2024-03-31 245 $50,000 0
   FinTrust Capital Advisors LLC 511 - 2024-03-31 239 $49,000 0
   M&R CAPITAL MANAGEMENT INC 230 - 2024-03-31 232 $48,000 0
   HM PAYSON & CO 605 - 2023-12-31 259 $48,000 0
   Hartland & Co. LLC 748 - 2023-12-31 250 $47,000 0
   Glass Jacobson Investment Advisors llc 359 - 2024-03-31 230 $47,000 0
   Beacon Capital Management LLC 237 - 2023-12-31 284 $45,000 0
   HHM Wealth Advisors LLC 308 - 2023-12-31 233 $43,000 0
   Capital Advisors Ltd. LLC 461 - 2024-03-31 211 $43,000 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 821 - 2023-12-31 227 $42,000 0
   ALBION FINANCIAL GROUP /UT 236 - 2024-03-31 206 $42,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 837 - 2024-03-31 188 $39,000 0
   BARTLETT & CO. LLC 735 - 2023-12-31 200 $38,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 735 - 2023-12-31 200 $38,000 0
   RE Dickinson Investment Advisors LLC 101 - 2023-12-31 175 $33,000 0
   Hexagon Capital Partners LLC 535 - 2024-03-31 155 $32,000 0
   MCF Advisors LLC 456 - 2024-03-31 150 $31,000 0
   Key Financial Inc 515 - 2024-03-31 156 $29,000 0
   Focused Wealth Management Inc 378 - 2023-12-31 157 $29,000 0
   COLONIAL ASSET MANAGEMENT, INC. 376 - 2023-12-31 155 $29,000 0
   CALDWELL SUTTER CAPITAL INC. 444 - 2024-03-31 120 $25,000 0
   Venturi Wealth Management LLC 712 - 2024-03-31 109 $22,000 0
   TOMPKINS FINANCIAL CORP 427 - 2024-03-31 100 $21,000 0
   MARK SHEPTOFF FINANCIAL PLANNING LLC 232 - 2023-12-31 100 $19,000 0
   BIDWELL C M & ASSOCIATES LTD/ 267 - 2023-12-31 100 $19,000 0
   Y.D. More Investments Ltd 299 - 2023-12-31 100 $19,000 0
   Laurel Wealth Advisors LLC 357 - 2023-12-31 101 $19,000 0
   Iron Horse Wealth Management LLC 134 - 2024-03-31 90 $18,000 0
   Coastal Capital Group Inc. 313 - 2023-06-30 100 $16,000 0
   Integrity Financial Corp /WA 170 - 2024-03-31 68 $14,000 0
   Global Wealth Management Investment Advisory Inc. 274 - 2023-12-31 76 $14,000 0
   Carmichael Hill & Associates Inc. 449 - 2024-03-31 67 $14,000 0
   Legend Financial Advisors Inc. 117 - 2024-03-31 65 $13,000 0
  100 Records found
  1    
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