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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
   Tradition Wealth Management LLC 1003 *Closed 2024-03-31 0 $0 -574
   Snowden Capital Advisors LLC 1156 *Closed 2024-03-31 0 $0 -51,355
   DAVIDSON D A & CO 1345 *Closed 2024-03-31 0 $0 -8,577
   Pinnacle Family Advisors LLC 102 *Closed 2024-03-31 0 $0 -8,896
   STIFEL FINANCIAL CORP 3361 *Closed 2024-03-31 0 $0 -9,641
   Gateway Wealth Partners LLC 245 *Closed 2024-03-31 0 $0 -18,670
   IAMS WEALTH MANAGEMENT LLC 118 *Closed 2024-03-31 0 $0 -29,716
   H D Vest Advisory Services 1658 *Closed 2024-03-31 0 $0 -47,870
   FINANCIAL NETWORK 2828 *Closed 2024-03-31 0 $0 -26,752
   COMERICA BANK 3747 *Closed 2024-03-31 0 $0 -422
   Coppell Advisory Solutions Corp. 296 *Closed 2024-03-31 0 $0 -57,907
   Cetera Investment Advisers 2009 *Closed 2024-03-31 0 $0 -37,243
   NewEdge Wealth LLC 840 *Closed 2024-03-31 0 $0 -18,184
   BB&T CORP 2656 *Closed 2024-03-31 0 $0 -16,161
  14 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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