Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ft Cboe S&p 500 Dividend Target Income Etf (KNG)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 215    29
Total shares held : 
 25,869,486  
% of shares held : 
 59.74%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   105  
Amount of shares held : 
 7,350,417  
% of shares held change : 
   16.98%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
43
 733,741
 2.84%
 
Increased Positions :
114
 7,272,319
 28.11%
 
Unchanged Positions :
20
 177,319
 0.69%
 
Decreased Positions :
38
-233,867
-0.9%
 
Closed Positions :
14
-421,776
-1.63%
 
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
   Advisor Group Holdings Inc. 314 - 2024-03-31 510,856 $27,386,000 -27,932
   Brookstone Capital Management 92 - 2024-03-31 265,101 $14,239,000 -98,775
   Steward Partners Investment Advisory LLC 185 - 2023-12-31 166,850 $8,623,000 -1,022
   HIGHTOWER ADVISORS, LLC 806 - 2024-03-31 135,620 $7,285,000 -18,317
   Kingsview Wealth Management LLC 167 - 2024-03-31 98,522 $5,292,000 -11,404
   INTL FCSTONE INC. 40 - 2024-03-31 88,891 $4,775,000 -261
   RFG Advisory Group LLC 116 - 2024-03-31 80,788 $4,339,000 -34,153
   Beacon Pointe Advisors LLC 334 - 2023-12-31 76,691 $3,963,000 -8,284
   Prosperity Financial Group Inc. 9 - 2023-12-31 68,499 $3,540,000 -6,730
   Cornerstone Wealth Management LLC 116 - 2024-03-31 43,864 $2,356,000 -2,052
   Valtinson Bruner Financial Planning LLC 43 - 2024-03-31 26,709 $1,435,000 -1,092
   BOS Asset Management LLC 32 - 2024-03-31 25,022 $1,344,000 -2,285
   Orion Portfolio Solutions LLC 867 - 2024-03-31 24,172 $1,298,000 -1,970
   Jacobi Capital Management LLC 165 - 2024-03-31 24,124 $1,296,000 -42
   RAYMOND JAMES TRUST CO 414 - 2024-03-31 22,719 $1,220,000 -402
   DAVIDSON D A & CO 645 - 2023-12-31 23,140 $1,196,000 -16,491
   OPPENHEIMER & CO INC 703 - 2024-03-31 20,665 $1,110,000 -14,794
   Advisor Resource Council 53 - 2024-03-31 19,021 $983,000 -52,476
   Sowell Financial Services LLC 344 - 2024-03-31 18,174 $976,000 -16,567
   Streettalk Advisors LLC 184 - 2024-03-31 15,983 $858,000 -6,211
   Apollon Wealth Management LLC 562 - 2024-03-31 13,470 $723,000 -1,723
   Comprehensive Financial Consultants Institutional 108 - 2024-03-31 11,502 $618,000 -227
   KESTRA PRIVATE WEALTH SERVICES LLC 717 - 2024-03-31 11,405 $613,000 -5,052
   IHT Wealth Management LLC 575 - 2023-12-31 10,414 $538,000 -10,900
   PROEQUITIES INC. 461 - 2024-03-31 8,561 $460,000 -1,676
   FIRST HEARTLAND CONSULTANTS INC 266 - 2024-03-31 8,245 $443,000 -22,347
   THOROUGHBRED FINANCIAL SERVICES LLC 333 - 2024-03-31 6,819 $366,000 -648
   TFB Advisors LLC 175 - 2024-03-31 6,900 $354,000 -700
   Strategic Blueprint LLC 466 - 2024-03-31 6,135 $330,000 -844
   Gateway Wealth Partners LLC 152 - 2023-12-31 5,966 $308,000 -513
   COLUMBIA ADVISORY PARTNERS LLC 40 - 2024-03-31 5,716 $307,000 -145
   tru Independence LLC 98 - 2024-03-31 5,608 $301,000 -50,798
   Coastal Investment Advisors Inc. 331 - 2024-03-31 5,130 $276,000 -315
   WSFS CAPITAL MANAGEMENT LLC 355 - 2024-03-31 4,849 $260,000 -1,155
   WEALTH ADVISORS INC. 58 - 2023-09-30 4,781 $236,000 -34
   Prime Capital Investment Advisors LLC - 2023-12-31 4,550 $235,000 -11
   Keystone Financial Group 309 - 2024-03-31 4,180 $225,000 -420
   VitalStone Financial LLC 154 - 2024-03-31 1,366 $73,000 -263
   US BANCORP 2635 - 2024-03-31 1,004 $54,000 -863
   TOWER RESEARCH CAPITAL LLC 3287 - 2023-12-31 746 $39,000 -537
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 425 - 2023-12-31 169 $9,000 -282
   Venturi Wealth Management LLC 1059 - 2024-03-31 121 $6,000 -100
   Impact Partnership Wealth LLC 747 - 2023-12-31 27 $1,000 -2,390
  43 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us