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Get Institutions for : 
First Trust Exchange-Traded Fund II (FXG)  
$65.75 0.44 (0.68%) as of 4:30 Thu 5/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 130    13
Total shares held : 
 4,525,748  
% of shares held : 
 50.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -60  
Amount of shares held : 
 -2,625,461  
% of shares held change : 
   -29.17%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $59.71  
Last Quarter's Ending Price : 
 $63.09  
Last Quarter's Average Price : 
 $60.09  
Change from last quarter's     
avg. price to the last closing  : 
5.66 (9.42%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 64,991
 1.44%
 
Increased Positions :
22
 165,582
 3.66%
 
Unchanged Positions :
31
 1,006,876
 22.25%
 
Decreased Positions :
69
-2,597,728
-57.4%
 
Closed Positions :
21
-258,306
-5.71%
 
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
   Harel Insurance Investments & Financial Services L 32 - 2023-12-31 906,000 $57,160,000 0
   Spire Wealth Management 338 - 2024-03-31 17,864 $1,223,000 0
   Security Financial Services INC. 91 - 2024-03-31 8,960 $614,000 0
   WMG Financial Advisors LLC 71 - 2023-12-31 5,430 $343,000 0
   IFP Advisors Inc 751 - 2023-12-31 4,779 $301,000 0
   Aveo Capital Partners LLC 289 - 2023-12-31 4,058 $256,000 0
   DHJJ Financial Advisors Ltd. 162 - 2024-03-31 2,207 $151,000 0
   City State Bank 220 - 2024-03-31 1,945 $133,000 0
   COUNTRY TRUST BANK 140 - 2024-03-31 1,470 $101,000 0
   Impact Partnership Wealth LLC 269 - 2023-12-31 1,348 $85,000 0
   Founders Financial Alliance LLC 347 - 2023-12-31 693 $44,000 0
   Bank of New Hampshire 321 - 2024-03-31 600 $41,000 0
   US BANCORP 2884 - 2023-12-31 424 $27,000 0
   ATLAS CAPITAL ADVISORS LLC 612 - 2024-03-31 300 $21,000 0
   Qube Research & Technologies Ltd 3056 - 2023-12-31 315 $20,000 0
   Larson Financial Group LLC 877 - 2023-12-31 285 $18,000 0
   Capital Investment Advisory Services LLC 766 - 2024-03-31 250 $17,000 0
   SIGNATUREFD, LLC 2004 - 2023-12-31 274 $17,000 0
   BLACKROCK INC. 4763 - 2023-12-31 274 $17,000 0
   MCF Advisors LLC 559 - 2024-03-31 240 $16,000 0
   Beacon Capital Management LLC 425 - 2023-12-31 257 $15,000 0
   Winch Advisory Services LLC 235 - 2023-12-31 211 $13,000 0
   Global Retirement Partners LLC 1986 - 2024-03-31 191 $13,000 0
   Westside Investment Management Inc. 592 - 2024-03-31 152 $10,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1410 - 2023-12-31 105 $7,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1691 - 2023-12-31 46 $3,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 1074 - 2023-12-31 35 $2,000 0
   Founders Capital Management 362 - 2024-03-31 3 $0 0
  28 Records found
  1    
  Page 1 of 1
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