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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Secure Asset Management LLC 7 - 2024-03-31 405,967 $11,019,000 -28,741
   LPL FINANCIAL CORP 1507 - 2024-03-31 274,616 $7,453,000 -120,184
   MORGAN STANLEY 3576 - 2024-03-31 255,222 $6,927,000 -221,490
   WELLS FARGO & CO/MN 2259 - 2024-03-31 116,539 $3,163,000 -28,199
   BANK OF AMERICA CORP /DE/ 3322 - 2024-03-31 113,891 $3,091,000 -10,866
   JANNEY MONTGOMERY SCOTT LLC 1146 - 2024-03-31 74,696 $2,027,000 -1,918
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1757 - 2024-03-31 58,374 $1,584,000 -108,302
   Coppell Advisory Solutions LLC 77 - 2023-12-31 60,140 $1,519,000 -6,426
   COMMONWEALTH EQUITY SERVICES LLC. 2162 - 2024-03-31 39,977 $1,085,000 -8,377
   Cetera Investment Advisers 2085 - 2024-03-31 35,478 $963,000 -1,765
   Advisor Group Holdings Inc. 2368 - 2024-03-31 35,028 $950,000 -46,596
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1787 - 2024-03-31 33,679 $914,000 -2,027
   ROYAL BANK OF CANADA 3363 - 2024-03-31 21,302 $578,000 -34,395
   INTL FCSTONE INC. 211 - 2024-03-31 19,365 $526,000 -4,065
   AMERIPRISE FINANCIAL INC 3341 - 2024-03-31 18,344 $495,000 -64,692
   UBS Group AG 4189 - 2024-03-31 15,857 $430,000 -307,402
   CITADEL ADVISORS LLC 3900 - 2024-03-31 15,642 $425,000 -19,896
   TOWER RESEARCH CAPITAL LLC 979 - 2024-03-31 15,016 $408,000 -15,063
   IFP Advisors Inc 654 - 2023-12-31 15,176 $383,000 -2,561
   Baird Financial Group Inc. 1501 - 2024-03-31 12,710 $345,000 -75
   RAYMOND JAMES & ASSOCIATES 3273 - 2024-03-31 12,239 $332,000 -22,064
   PROSPERA FINANCIAL SERVICES 840 - 2023-12-31 12,003 $303,000 -412
   NBC SECURITIES INC. 743 - 2024-03-31 7,737 $211,000 -154
   ENVESTNET ASSET MANAGEMENT INC 3906 - 2024-03-31 7,442 $202,000 -19,736
   CREATIVE FINANCIAL DESIGNS INC /ADV 566 - 2024-03-31 3,678 $100,000 -15,867
   HARBOUR INVESTMENTS INC. 1308 - 2023-12-31 2,656 $67,000 -9,384
   Geneos Wealth Management Inc. 1070 - 2024-03-31 1,802 $49,000 -158
   Global Retirement Partners LLC 1806 - 2024-03-31 700 $19,000 -210
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1318 - 2024-03-31 600 $16,000 -97
   TUCKER ASSET MANAGEMENT LLC 667 - 2023-12-31 124 $3,000 -335
   FMR LLC 4501 - 2024-03-31 60 $2,000 -632
   Nelson Van Denburg & Campbell Wealth Management Gr 3737 - 2024-03-31 6 $0 -38
   Capital Investment Advisory Services LLC 1016 - 2024-03-31 6 $0 -8
  33 Records found
  1    
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