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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  
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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
   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
   ROYAL BANK OF CANADA 511 - 2023-12-31 483,194 $90,140,000 -13,880
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 216 - 2024-03-31 294,407 $60,380,000 -23,815
   RAYMOND JAMES & ASSOCIATES 439 - 2024-03-31 220,682 $45,260,000 -5,055
   Advisor Group Holdings Inc. 300 - 2023-12-31 183,035 $34,143,000 -75,421
   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
   ODell Group LLC 7 - 2023-12-31 110,286 $20,574,000 -1,408
   HIGHTOWER ADVISORS, LLC 543 - 2023-12-31 83,426 $15,569,000 -1,734
   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
   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
   CAPTRUST FINANCIAL ADVISORS 349 - 2023-12-31 59,347 $11,071,000 -2,785
   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
   Southland Equity Partners LLC 10 - 2024-03-31 35,275 $7,235,000 -683
   CWM LLC 364 - 2024-03-31 32,570 $6,680,000 -10,424
   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
   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
   Somerset Trust Co 12 - 2024-03-31 24,557 $5,036,000 -348
   Crestone Asset Management LLC 19 - 2024-03-31 23,276 $4,774,000 -750
   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
   H D Vest Advisory Services 310 - 2023-12-31 22,448 $4,188,000 -4,722
   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
   BANK OF NEW YORK MELLON CORP 2493 - 2024-03-31 16,842 $3,454,000 -617
   PNC FINANCIAL SERVICES GROUP INC 802 - 2023-12-31 14,096 $2,630,000 -305
   Arkadios Wealth Advisors - 2024-03-31 12,502 $2,564,000 -253
   BANK OF MONTREAL /CAN/ 1251 - 2023-12-31 13,516 $2,548,000 -5,614
   Flaharty Asset Management LLC 33 - 2023-12-31 13,491 $2,517,000 -349
   COMERICA BANK 1052 - 2023-12-31 13,229 $2,468,000 -741
   IFG Advisory LLC 149 - 2023-12-31 13,134 $2,450,000 -89
   ETFIDEA LLC - 2024-03-31 11,384 $2,335,000 -6
   PETERSON WEALTH MANAGEMENT 16 - 2023-12-31 11,439 $2,134,000 -231
   Integrated Wealth Concepts LLC 461 - 2023-12-31 11,178 $2,085,000 -1,198
   Cresset Asset Management LLC 593 - 2023-12-31 10,528 $1,964,000 -12
   Financial Advocates Investment Management - 2024-03-31 9,503 $1,949,000 -979
   MULTIFINANCIAL SECURITIES CORP 522 - 2023-12-31 10,161 $1,896,000 -498
   FLOW TRADERS U.S. LLC 221 - 2023-12-31 10,114 $1,887,000 -3,478
   Wagner Wealth Management LLC 28 - 2024-03-31 9,006 $1,847,000 -534
   MTM Investment Management LLC 39 - 2024-03-31 8,742 $1,793,000 -100
   Westside Investment Management Inc. 64 - 2024-03-31 8,392 $1,721,000 -92
   CoreCap Advisors LLC 186 - 2023-12-31 9,214 $1,719,000 -521
   Western Wealth Management LLC 150 - 2024-03-31 8,351 $1,713,000 -590
   Resolute Wealth Strategies LLC 22 - 2023-12-31 8,699 $1,623,000 -415
   IHT Wealth Management LLC 267 - 2023-12-31 8,682 $1,620,000 -186
   DUMONT & BLAKE INVESTMENT ADVISORS LLC 57 - 2024-03-31 7,787 $1,597,000 -120
   Cedar Brook Financial Partners LLC 76 - 2024-03-31 7,733 $1,586,000 -45
   Stratos Wealth Partners LTD. 495 - 2024-03-31 7,718 $1,583,000 -259
   Envestnet Portfolio Solutions Inc. 663 - 2023-12-31 8,351 $1,558,000 -6,808
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1058 - 2024-03-31 7,488 $1,536,000 -597
   Main Street Financial Solutions LLC 125 - 2024-03-31 7,418 $1,521,000 -18
   Onyx Bridge Wealth Group LLC - 2024-03-31 7,602 $1,520,000 -121
   Beacon Pointe Advisors LLC 543 - 2023-12-31 8,139 $1,518,000 -1,038
   Sargent Investment Group LLC 61 - 2023-12-31 8,070 $1,505,000 -161
   FIRST HEARTLAND CONSULTANTS INC 112 - 2023-12-31 8,043 $1,500,000 -338
   Aveo Capital Partners LLC 103 - 2023-12-31 7,696 $1,436,000 -5,355
   NewEdge Wealth LLC 348 - 2023-12-31 7,682 $1,433,000 -153
   626 Financial LLC 21 - 2024-03-31 6,792 $1,393,000 -5,140
   Pine Valley Investments Ltd Liability Co 178 - 2023-12-31 7,328 $1,367,000 -929
   Cornerstone Wealth Management LLC 164 - 2024-03-31 6,650 $1,364,000 -196
   TruWealth Advisors LLC 77 - 2024-03-31 6,623 $1,358,000 -57
   DHJJ Financial Advisors Ltd. 36 - 2024-03-31 6,085 $1,248,000 -492
   DEFINED WEALTH MANAGEMENT LLC 32 - 2024-03-31 5,895 $1,209,000 -7
   Emerald Investment Partners LLC 129 - 2024-03-31 5,825 $1,195,000 -970
   PROSPERA FINANCIAL SERVICES 426 - 2023-12-31 6,360 $1,186,000 -127
   Atlas Private Wealth Advisors 52 - 2023-12-31 6,118 $1,141,000 -3,050
   Kingsview Wealth Management LLC 435 - 2023-12-31 6,089 $1,136,000 -8,085
   Keebeck Wealth Management LLC 124 - 2023-12-31 6,053 $1,129,000 -72
   SUMMIT FINANCIAL GROUP INC 73 - 2024-03-31 5,418 $1,111,000 -2
   LYELL WEALTH MANAGEMENT LP - 2024-03-31 5,384 $1,104,000 -1,071
   True Capital Management 34 - 2023-03-31 7,290 $1,078,000 -302
   CHIRON CAPITAL MANAGEMENT LLC 33 - 2023-12-31 5,219 $974,000 -1,307
   MEANS INVESTMENT CO. INC. 91 - 2024-03-31 4,733 $971,000 -225
   U.S. Capital Wealth Advisors LLC 339 - 2023-12-31 5,201 $970,000 -520
   SCOTIA CAPITAL INC. 460 - 2023-12-31 5,152 $961,000 -56
   SMART PORTFOLIOS, LLC - 2024-03-31 4,540 $931,000 -407
   MEITAV DASH INVESTMENTS LTD 141 - 2024-03-31 4,507 $924,000 -4,809
   HPM Partners LLC - 2023-12-31 4,618 $861,000 -136
   Capital Investment Advisory Services LLC 218 - 2024-03-31 4,021 $825,000 -173

  100 Records found
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