Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
First Trust Dow Jones Global Select Dividend Index Fund (FGD)  
$23.50 0.12 (0.52%) as of 4:30 Mon 5/13


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 119    6
Total shares held : 
15,572,186  
% of shares held : 
87.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -11  
Amount of shares held : 
-1,403,164  
% of shares held change : 
  -7.88%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$20.29  
Last Quarter's Ending Price : 
$22.26  
Last Quarter's Average Price
$21.03  
Change from last quarter's     
avg. price to the last closing  : 
2.47 (11.76%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 68,809
 0.44%
 
Increased Positions :
42
 926,456
 5.95%
 
Unchanged Positions :
22
 746,020
 4.79%
 
Decreased Positions :
47
-2,103,856
-13.51%
 
Closed Positions :
14
-294,573
-1.89%
 
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
   AMERIPRISE FINANCIAL INC 821 - 2023-12-31 1,958,981 $44,878,000 416,289
   AE Wealth Management LLC 167 - 2023-12-31 1,182,756 $26,127,000 23,037
   BANK OF AMERICA CORP /DE/ 2355 - 2023-12-31 458,207 $10,200,000 12,163
   ROYAL BANK OF CANADA 1911 - 2023-12-31 215,196 $4,790,000 39,929
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 549 - 2023-12-31 214,909 $4,784,000 50,219
   FLOW TRADERS U.S. LLC 97 - 2023-12-31 201,282 $4,481,000 182,645
   PNC FINANCIAL SERVICES GROUP INC 689 - 2024-03-31 190,619 $4,340,000 9,046
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1292 - 2024-03-31 142,122 $3,236,000 26,918
   Baird Financial Group Inc. 797 - 2023-12-31 143,470 $3,194,000 3,495
   COMMONWEALTH EQUITY SERVICES LLC. 1626 - 2024-03-31 108,343 $2,467,000 15,722
   FINANCIAL NETWORK 968 - 2023-12-31 87,788 $1,954,000 5,827
   Harvest Investment Services LLC 34 - 2023-12-31 78,952 $1,757,000 8,514
   Twelve Points Wealth Management LLC 37 - 2024-03-31 75,117 $1,710,000 5,331
   CITADEL ADVISORS LLC 2473 - 2023-12-31 74,466 $1,658,000 53,355
   Integrated Wealth Concepts LLC 601 - 2023-12-31 62,266 $1,386,000 2,388
   Elevated Capital Advisors LLC 78 - 2024-03-31 57,947 $1,319,000 3,917
   Triumph Capital Management 41 - 2024-03-31 57,254 $1,293,000 23,663
   Equitable Holdings Inc. 579 - 2023-12-31 44,294 $986,000 2,047
   Sigma Planning Corp 506 - 2024-03-31 42,889 $977,000 16,553
   L.M. KOHN & COMPANY 80 - 2024-03-31 42,315 $964,000 8,607
   TRANSAMERICA FINANCIAL ADVISORS, INC. 119 - 2023-12-31 41,942 $934,000 26,029
   WealthBridge Capital Management LLC 68 - 2024-03-31 34,454 $785,000 5,517
   BB&T CORP 1720 - 2023-12-31 33,783 $752,000 1,903
   DAVIDSON D A & CO 863 - 2023-12-31 27,755 $618,000 909
   MULTIFINANCIAL SECURITIES CORP 1017 - 2023-12-31 27,251 $607,000 202
   Strategic Financial Group LLC - 2023-12-31 26,216 $584,000 9,273
   NBC SECURITIES INC. 408 - 2024-03-31 23,811 $542,000 204
   Stratos Wealth Partners LTD. 877 - 2024-03-31 22,201 $506,000 5,004
   COMERICA BANK 1883 - 2023-12-31 21,266 $473,000 4,492
   Atria Wealth Solutions Inc. 1252 - 2023-12-31 20,231 $450,000 7,562
   Virtue Capital Management LLC 205 - 2023-12-31 19,536 $433,000 5,293
   RETIREMENT GUYS FORMULA LLC 103 - 2024-03-31 16,987 $387,000 297
   Western Wealth Management LLC 436 - 2024-03-31 16,429 $374,000 801
   Main Street Financial Solutions LLC 390 - 2024-03-31 14,957 $341,000 65
   HPM Partners LLC - 2023-12-31 13,897 $309,000 13,897
   Kowal Investment Group LLC 137 - 2024-03-31 13,364 $304,000 9
   Financial Advocates Investment Management 625 - 2024-03-31 11,667 $266,000 67
   Slagle Financial LLC 90 - 2023-12-31 23,690 $264,000 11,860
   Rockefeller Capital Management L.P. 1498 - 2023-12-31 10,722 $239,000 14
   Worth Financial Advisory Group LLC 125 - 2024-03-31 10,157 $231,000 15
   SANDY SPRING BANK 496 - 2024-03-31 3,517 $80,000 75
   AdvisorNet Financial Inc 706 - 2024-03-31 3,185 $73,000 68
   ICA Group Wealth Management LLC 501 - 2023-12-31 2,431 $54,000 2,431
   FinTrust Capital Advisors LLC 523 - 2024-03-31 2,079 $47,000 800
   FMR LLC 3412 - 2023-12-31 1,968 $44,000 1,064
   Coppell Advisory Solutions LLC 624 - 2023-12-31 1,368 $30,000 580
   Coastal Investment Advisors Inc. 610 - 2024-03-31 1,139 $26,000 1,139

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