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Get Institutions for : 
First Trust Nasdaq Oil And Gas (FTXN)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 99    6
Total shares held : 
5,167,034  
% of shares held : 
13.42%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  1  
Amount of shares held : 
-698,557  
% of shares held change : 
  -1.81%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 23,248
 0.45%
 
Increased Positions :
42
 564,649
 10.93%
 
Unchanged Positions :
16
 76,400
 1.48%
 
Decreased Positions :
35
-1,209,945
-23.42%
 
Closed Positions :
12
-76,509
-1.48%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MORGAN STANLEY 2189 - 2024-03-31 976,499 $31,537,000 -93,879
   LPL FINANCIAL CORP 951 - 2024-03-31 608,297 $19,646,000 -297,506
   ENVESTNET ASSET MANAGEMENT INC 1788 - 2024-03-31 203,078 $6,559,000 -8,540
   WELLS FARGO & CO/MN 1864 - 2024-03-31 183,333 $5,921,000 -149,794
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1260 - 2024-03-31 122,444 $3,954,000 -268,589
   RAYMOND JAMES & ASSOCIATES 1747 - 2024-03-31 121,153 $3,913,000 -125,349
   Advisor Group Holdings Inc. 1327 - 2024-03-31 102,598 $3,315,000 -46,660
   Cyndeo Wealth Partners LLC 115 - 2024-03-31 92,625 $2,991,000 -6,160
   Baird Financial Group Inc. 932 - 2024-03-31 66,052 $2,133,000 -21,866
   Private Advisor Group LLC 805 - 2024-03-31 62,406 $2,015,000 -1,759
   BANK OF NEW YORK MELLON CORP 3092 - 2024-03-31 33,594 $1,085,000 -978
   JANNEY MONTGOMERY SCOTT LLC 1484 - 2024-03-31 32,453 $1,048,000 -3,463
   Snowden Capital Advisors LLC 492 - 2024-03-31 30,622 $989,000 -7,820
   DAVENPORT & CO LLC 608 - 2024-03-31 30,345 $980,000 -2,214
   Secure Asset Management LLC 110 - 2024-03-31 26,316 $850,000 -49,047
   AE Wealth Management LLC 684 - 2024-03-31 25,995 $840,000 -8,509
   Green Harvest Asset Management LLC 110 - 2024-03-31 25,299 $817,000 -13,647
   Apeiron RIA LLC 78 - 2024-03-31 24,103 $778,000 -1,984
   GOLDMAN SACHS GROUP INC/ 3820 - 2024-03-31 19,288 $623,000 -24,814
   REGAL INVESTMENT ADVISORS, LLC 356 - 2024-03-31 15,900 $514,000 -1,184
   ROYAL BANK OF CANADA 3566 - 2024-03-31 13,234 $426,000 -4,804
   Stratos Wealth Partners LTD. 945 - 2024-03-31 12,894 $416,000 -130
   Rockefeller Capital Management L.P. 1518 - 2024-03-31 12,460 $402,000 -629
   National Wealth Management Group LLC 86 - 2024-03-31 12,324 $398,000 -5,374
   Clarus Wealth Advisors 89 - 2024-03-31 11,313 $378,000 -94
   BENJAMIN F. EDWARDS & COMPANY INC. 742 - 2024-03-31 10,524 $340,000 -42,542
   PARK AVENUE SECURITIES LLC 1139 - 2024-03-31 9,901 $320,000 -221
   KESTRA PRIVATE WEALTH SERVICES LLC 988 - 2024-03-31 9,702 $313,000 -4,997
   MML INVESTORS SERVICES LLC 2185 - 2024-03-31 8,182 $264,000 -2,286
   TOWER RESEARCH CAPITAL LLC 1238 - 2024-03-31 8,132 $263,000 -7,630
   NBC SECURITIES INC. 692 - 2024-03-31 7,051 $227,000 -162
   Global Retirement Partners LLC 825 - 2024-03-31 5,586 $180,000 -178
   BENJAMIN EDWARDS INC 470 - 2024-03-31 1,741 $56,000 -39
   COMERICA BANK 2795 - 2024-03-31 1,275 $41,000 -347
   PRIVATE TRUST CO NA 1434 - 2024-03-31 600 $19,000 -1,400
   TRANSAMERICA FINANCIAL ADVISORS, INC. 365 - 2024-03-31 181 $6,000 -6
   FMR LLC 4375 - 2024-03-31 130 $4,000 -138
   TUCKER ASSET MANAGEMENT LLC 673 - 2023-12-31 107 $3,000 -279

  38 Records found
  1    
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