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Get Institutions for : 
First Trust Nasdaq Bank (FTXO)  
$26.07 0.43 (1.63%) as of 4:30 Wed 5/29


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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  : 
4.18 (19.11%)  




 
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
   HBW Advisory Services LLC 123 - 2024-03-31 40,615 $1,026,000 0
   PRINCIPAL SECURITIES INC. 1702 - 2024-03-31 1,325 $36,000 0
   FTB Advisors Inc. 1376 - 2024-03-31 676 $18,000 0
   GPS Wealth Strategies Group LLC 794 - 2024-03-31 530 $14,000 0
   Emerald Investment Partners LLC 417 - 2024-03-31 440 $12,000 0
   Aptus Capital Advisors LLC 1000 - 2024-03-31 440 $12,000 0
   TRANSAMERICA FINANCIAL ADVISORS, INC. 379 - 2024-03-31 152 $5,000 0
   Sargent Bickham Lagudis LLC 852 - 2022-12-31 97 $3,000 0
   Key Financial Inc 1086 - 2024-03-31 82 $2,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 433 - 2024-03-31 40 $1,000 0
   Spire Wealth Management 2287 - 2024-03-31 50 $1,000 0
   Qube Research & Technologies Ltd 3513 - 2024-03-31 46 $1,000 0
   PROEQUITIES INC. 2932 - 2024-03-31 0 $0 0
   US BANCORP 4028 - 2024-03-31 14 $0 0

  14 Records found
  1    
  Page 1 of 1
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