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Get Institutions for : 
First Trust Exchange-Traded Fund II (FXN)  
$18.32 0.17 (0.94%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 144    13
Total shares held : 
 21,557,232  
% of shares held : 
 7.3%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -22  
Amount of shares held : 
 -2,501,569  
% of shares held change : 
   -0.85%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $16.94  
Last Quarter's Ending Price : 
 $16.69  
Last Quarter's Average Price : 
 $17.02  
Change from last quarter's     
avg. price to the last closing  : 
1.30 (7.64%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 315,194
 1.46%
 
Increased Positions :
49
 1,011,742
 4.69%
 
Unchanged Positions :
25
 167,863
 0.78%
 
Decreased Positions :
58
-3,380,620
-15.68%
 
Closed Positions :
25
-447,885
-2.08%
 
Guru Positions :
1
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
   Kesler Norman & Wride LLC 112 - 2024-03-31 44,504 $834,000 0
   INSIGNEO ADVISORY SERVICES LLC 289 - 2023-12-31 22,426 $374,000 0
   HFG Advisors Inc. 64 - 2024-03-31 19,179 $359,000 0
   LEVEL FOUR ADVISORY SERVICES LLC 587 - 2023-12-31 19,195 $320,000 0
   TRUEPOINT, INC. 190 - 2023-12-31 16,300 $272,000 0
   Certified Advisory Corp 237 - 2023-12-31 15,131 $253,000 0
   MERCER GLOBAL ADVISORS INC /ADV 1737 - 2023-12-31 14,577 $243,000 0
   HBW Advisory Services LLC 266 - 2024-03-31 14,339 $239,000 0
   WEALTH EFFECTS LLC 198 - 2024-03-31 10,500 $197,000 0
   Coastal Capital Group Inc. 180 - 2023-06-30 4,856 $76,000 0
   Geneos Wealth Management Inc. - 2023-12-31 3,695 $62,000 0
   Sunbelt Securities Inc. 850 - 2024-03-31 2,759 $52,000 0
   MCF Advisors LLC 381 - 2024-03-31 2,500 $47,000 0
   MTM Investment Management LLC 226 - 2024-03-31 2,044 $38,000 0
   Tradition Wealth Management LLC 940 - 2023-12-31 800 $13,000 0
   BLAIR WILLIAM & CO/IL 1680 - 2023-12-31 745 $12,000 0
   Impact Partnership Wealth LLC 490 - 2023-12-31 650 $11,000 0
   Global Trust Asset Management LLC 370 - 2024-03-31 405 $8,000 0
   US BANCORP 3596 - 2023-12-31 147 $2,000 0
   Aptus Capital Advisors LLC 874 - 2023-12-31 30 $1,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 427 - 2023-12-31 30 $1,000 0
  21 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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