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Get Institutions for : 
First Trust Nasdaq Bank (FTXO)  
$27.54 0.06 (0.23%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 70    12
Total shares held : 
3,207,154  
% of shares held : 
4.61%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -32  
Amount of shares held : 
-296,525  
% of shares held change : 
  -0.43%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$20.20  
Last Quarter's Ending Price : 
$25.26  
Last Quarter's Average Price
$21.89  
Change from last quarter's     
avg. price to the last closing  : 
5.65 (25.79%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 22,270
 0.69%
 
Increased Positions :
18
 452,279
 14.1%
 
Unchanged Positions :
11
 8,938
 0.28%
 
Decreased Positions :
38
-587,379
-18.31%
 
Closed Positions :
15
-183,695
-5.73%
 
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
   Wagner Wealth Management LLC 13 - 2024-03-31 208,161 $5,650,000 208,042
   Kestra Advisory Services LLC 1156 - 2024-03-31 42,007 $1,140,000 8,711
   GOLDMAN SACHS GROUP INC/ 3528 - 2024-03-31 39,469 $1,071,000 11,378
   PFG Advisors 308 - 2024-03-31 31,479 $854,000 17,800
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2841 - 2024-03-31 29,140 $791,000 157
   MULTIFINANCIAL SECURITIES CORP 1296 - 2024-03-31 28,473 $773,000 10,949
   Goss Wealth Management LLC 1270 - 2024-03-31 20,605 $559,000 6,370
   Tyler-Stone Wealth Management 232 - 2024-03-31 5,158 $140,000 53
   EPG Wealth Management LLC 374 - 2024-03-31 544 $15,000 2
   CWM LLC 3366 - 2024-03-31 322 $9,000 320
   Coastal Investment Advisors Inc. 737 - 2024-03-31 179 $5,000 179
   Larson Financial Group LLC 1195 - 2024-03-31 198 $5,000 3
   Sound Income Strategies LLC 1143 - 2024-03-31 24 $1,000 24

  13 Records found
  1    
  Page 1 of 1
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