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Get Institutions for : 
Market Vectors Preferred Securities Ex Financials (PFXF)  
$17.37 0.01 (0.06%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 160    9
Total shares held : 
 23,300,487  
% of shares held : 
 58.77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   14  
Amount of shares held : 
 847,765  
% of shares held change : 
   2.14%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $16.36  
Last Quarter's Ending Price : 
 $17.18  
Last Quarter's Average Price : 
 $16.54  
Change from last quarter's     
avg. price to the last closing  : 
0.83 (5.02%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
21
 698,029
 3%
 
Increased Positions :
56
 2,405,838
 10.33%
 
Unchanged Positions :
32
 1,962,630
 8.42%
 
Decreased Positions :
51
-2,128,889
-9.14%
 
Closed Positions :
12
-127,213
-0.55%
 
Guru Positions :
1
13,159
 0.06%
 
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
   SAX WEALTH ADVISORS LLC 43 *New 2023-12-31 155,848 $2,677,000 155,848
   NATIONAL ASSET MANAGEMENT, INC. 657 *New 2023-12-31 40,415 $694,000 40,415
   BARTLETT & CO. WEALTH MANAGEMENT LLC 339 *New 2023-12-31 29,386 $512,000 29,386
   BARTLETT & CO. LLC 339 *New 2023-12-31 29,386 $507,000 29,386
   Worth Asset Management LLC 80 *New 2024-03-31 18,123 $321,000 18,123
   Redwood Financial Network Corp 111 *New 2024-03-31 17,588 $311,000 17,588
   Sowell Financial Services LLC 526 *New 2024-03-31 12,816 $227,000 12,816
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 929 *New 2023-12-31 13,159 $226,000 13,159
   WOLVERINE TRADING LLC 1019 *New 2023-12-31 12,473 $214,000 12,473
   INSIGNEO ADVISORY SERVICES LLC 404 *New 2023-12-31 12,480 $214,000 12,480
   ADVISORY SERVICES NETWORK, LLC 1668 *New 2023-12-31 5,400 $93,000 5,400
   CITADEL ADVISORS LLC 4837 *New 2023-12-31 3,889 $67,000 3,889
   HOWE & RUSLING INC 277 *New 2023-12-31 2,950 $51,000 2,950
   FinTrust Capital Advisors LLC 547 *New 2024-03-31 2,460 $44,000 2,460
   YHB INVESTMENT ADVISORS, INC. 596 *New 2024-03-31 1,135 $20,000 1,135
   RICHARDSON FINANCIAL SERVICES INC. 405 *New 2024-03-31 355 $6,000 355
   WOODMONT INVESTMENT COUNSEL LLC 340 *New 2024-03-31 336 $6,000 336
   Cedar Mountain Advisors LLC 293 *New 2024-03-31 66 $1,000 66
  18 Records found
  1    
  Page 1 of 1
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