Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
First Trust NASDAQ-100-Tech Index (QTEC)  
$181.14 1.24 (0.69%) as of 4:30 Wed 4/24


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 296    27
Total shares held : 
13,665,994  
% of shares held : 
55.89%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  44  
Amount of shares held : 
208,392  
% of shares held change : 
  0.85%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$146.44  
Last Quarter's Ending Price : 
$175.47  
Last Quarter's Average Price
$155.82  
Change from last quarter's     
avg. price to the last closing  : 
25.32 (16.25%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
37
 442,161
 3.24%
 
Increased Positions :
106
 920,144
 6.73%
 
Unchanged Positions :
64
 220,157
 1.61%
 
Decreased Positions :
89
-1,100,435
-8.05%
 
Closed Positions :
10
-53,478
-0.39%
 
Guru Positions :
1
1,418
 0.01%
 
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
   FIRST TRUST ADVISORS LP 4 - 2023-12-31 4,179,276 $733,338,000 -527,535
   WELLS FARGO & CO/MN 340 - 2023-12-31 837,087 $146,884,000 116,378
   MORGAN STANLEY 951 - 2023-12-31 802,471 $140,810,000 46,382
   LPL FINANCIAL CORP 270 - 2023-12-31 591,041 $103,710,000 55,302
   MEITAV DASH INVESTMENTS LTD 18 - 2023-12-31 519,422 $91,140,000 -248,231
   BANK OF AMERICA CORP /DE/ 1006 - 2023-12-31 383,611 $67,312,000 37,665
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 205 - 2023-12-31 330,215 $57,943,000 111,967
   ROYAL BANK OF CANADA 721 - 2023-12-31 264,026 $46,329,000 18,266
   UBS Group AG 732 - 2023-12-31 248,920 $43,678,000 11,434
   RAYMOND JAMES & ASSOCIATES 429 - 2023-12-31 244,684 $42,935,000 -18,205
   Kowal Investment Group LLC 4 - 2024-03-31 209,350 $39,919,000 -6,296
   AMERIPRISE FINANCIAL INC 923 - 2023-12-31 206,714 $36,347,000 37,653
   J P MORGAN CHASE & CO 1255 - 2023-12-31 205,812 $36,114,000 1,856
   Advisor Group Holdings Inc. 310 - 2023-12-31 190,033 $33,336,000 44,574
   Kranot Hishtalmut Le Morim Ve Gananot Havera Menah - 2023-12-31 189,899 $33,300,000 -36,505
   MONEY CONCEPTS CAPITAL CORP 1 *New 2023-12-31 165,514 $29,043,000 165,514
   ENVESTNET ASSET MANAGEMENT INC 867 - 2023-12-31 157,758 $27,682,000 2,827
   BB&T CORP 372 - 2023-12-31 125,621 $22,043,000 -8,942
   Baird Financial Group Inc. 302 - 2023-12-31 123,575 $21,684,000 13,575
   Syntegra Private Wealth Group LLC 9 - 2023-12-31 122,908 $21,567,000 1,369
   RVW Wealth LLC 16 - 2024-03-31 106,437 $20,295,000 -2,765
   ODell Group LLC 9 - 2023-12-31 111,158 $19,505,000 -694
   JANNEY MONTGOMERY SCOTT LLC 343 - 2023-12-31 96,236 $16,887,000 -865
   Goss Wealth Management LLC 132 - 2023-12-31 94,803 $16,806,000 2,388
   COMMONWEALTH EQUITY SERVICES LLC. 525 - 2023-12-31 91,404 $16,039,000 1,610
   MILLER INVESTMENT MANAGEMENT LP 13 - 2023-12-31 86,832 $15,236,000 -1,854
   TCP Asset Management LLC 7 - 2024-03-31 78,942 $15,053,000 23,146
   CFG ASSET MANAGEMENT LLC 17 - 2023-12-31 81,930 $14,376,000 -35,310
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 548 - 2023-12-31 75,432 $13,236,000 66,321
   ADVISORY SERVICES NETWORK, LLC 53 - 2023-12-31 74,542 $13,080,000 3,574
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 319 - 2023-12-31 74,391 $13,053,000 -5,097
   WCG Wealth Advisors LLC 32 - 2023-12-31 71,592 $12,562,000 -14,264
   STIFEL FINANCIAL CORP 693 - 2023-12-31 71,342 $12,519,000 17,558
   Kestra Advisory Services LLC 220 - 2023-12-31 71,318 $12,514,000 11,275
   Southland Equity Partners LLC 7 - 2024-03-31 64,628 $12,323,000 502
   Kranot Hishtalmut Le Morim Tichoniim Havera Menahe - 2023-12-31 68,447 $12,003,000 -12,595
   BENJAMIN F. EDWARDS & COMPANY INC. 122 - 2023-12-31 61,408 $10,775,000 -4,105
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 386 - 2023-12-31 61,270 $10,751,000 6,765
   MARINER WEALTH ADVISORS, LLC 468 - 2023-12-31 58,257 $10,222,000 -3,756
   Private Advisor Group LLC 242 - 2023-12-31 58,081 $10,191,000 3,779
   FWL INVESTMENT MANAGEMENT LLC 2 - 2023-12-31 55,500 $9,739,000 -7,129
   DAVIDSON D A & CO 167 - 2023-12-31 55,289 $9,702,000 15,680
   ODonnell Financial Services LLC 9 *New 2023-12-31 53,378 $9,366,000 53,378
   GOLDMAN SACHS GROUP INC/ 2141 - 2023-12-31 51,997 $9,124,000 49,401
   Resources Investment Advisors Inc. 132 - 2023-12-31 49,558 $8,696,000 -1,146
   AE Wealth Management LLC 484 - 2023-12-31 38,702 $7,047,000 7,229
   Integrated Wealth Concepts LLC 188 - 2023-12-31 39,839 $6,991,000 -835
   GREAT VALLEY ADVISOR GROUP INC. 107 - 2023-12-31 38,956 $6,835,000 8,392
   Royal Fund Management LLC 33 - 2024-03-31 35,474 $6,771,000 -2,136
   VisionPoint Advisory Group LLC 6 - 2023-12-31 35,859 $6,292,000 -13,720
   Yahav Achim Ve Achayot - Provident Funds Managemen 5 - 2023-12-31 35,135 $6,160,000 0
   CWM LLC 387 - 2024-03-31 30,552 $5,826,000 -12,393
   Mainsail Financial Group LLC 7 - 2024-03-31 28,656 $5,464,000 -131
   GeoWealth Management LLC 58 *New 2023-12-31 29,717 $5,214,000 29,717
   GATEWAY ADVISORY, LLC 19 *New 2023-12-31 28,850 $5,062,000 28,850
   MinichMacGregor Wealth Management LLC 37 - 2024-03-31 26,040 $4,985,000 -1,500
   PCG Wealth Advisors LLC 10 - 2024-03-31 25,237 $4,812,000 4,461
   HARBOUR INVESTMENTS INC. 96 - 2023-12-31 26,835 $4,709,000 4,041
   TWO SIGMA ADVISERS, LLC 842 - 2023-12-31 26,300 $4,615,000 22,300
   SPC FINANCIAL, INC. 40 - 2023-12-31 24,762 $4,345,000 1,359
   GTS SECURITIES LLC 205 - 2023-12-31 24,324 $4,270,000 813
   NAVELLIER & ASSOCIATES INC 43 - 2023-12-31 24,061 $4,222,000 24,061
   Sowell Financial Services LLC - 2023-12-31 23,505 $4,124,000 639
   SFMG, LLC 36 - 2023-12-31 23,470 $4,118,000 0
   Stratos Wealth Partners LTD. 271 - 2024-03-31 21,217 $4,046,000 11,835
   OPPENHEIMER & CO INC 313 - 2023-12-31 22,570 $3,960,000 5,806
   Cetera Investment Advisers 537 - 2023-12-31 21,593 $3,789,000 5,001
   MML INVESTORS SERVICES LLC 726 - 2023-12-31 21,288 $3,735,000 217
   Atria Wealth Solutions Inc. 394 - 2023-12-31 21,004 $3,686,000 -3,152
   HBW Advisory Services LLC 44 - 2024-03-31 19,692 $3,455,000 0
   HIGHTOWER ADVISORS, LLC 1131 - 2023-12-31 19,654 $3,447,000 813
   Thrive Capital Management LLC 13 - 2023-12-31 19,569 $3,434,000 -1,209
   Global Retirement Partners LLC 148 - 2023-12-31 19,535 $3,420,000 17,111
   YALE CAPITAL CORP 103 - 2023-12-31 19,413 $3,406,000 0
   Concentrum Wealth Management 14 - 2023-12-31 18,999 $3,334,000 667
   Continuum Advisory LLC 41 - 2023-12-31 18,909 $3,318,000 -2,676
   Laurel Wealth Advisors Inc. 72 - 2022-12-31 31,391 $3,304,000 -7,994
   H D Vest Advisory Services 376 - 2023-12-31 18,640 $3,271,000 2,070
   FOCUS FINANCIAL NETWORK INC /ADV 154 - 2023-12-31 18,064 $3,170,000 0
   Snowden Capital Advisors LLC 212 - 2023-12-31 17,840 $3,130,000 8,285
   Ausdal Financial Partners Inc. 67 - 2024-03-31 16,400 $3,127,000 69
   Arkadios Wealth Advisors - 2023-12-31 15,710 $2,757,000 -208
   MTM Investment Management LLC 21 - 2023-12-31 15,711 $2,757,000 -35
   Rockefeller Capital Management L.P. 818 - 2023-12-31 15,170 $2,662,000 530
   Cyndeo Wealth Partners LLC 124 - 2024-03-31 13,884 $2,647,000 -5,048
   IFG Advisory LLC 147 - 2023-12-31 14,075 $2,470,000 423
   Paragon Private Wealth Management LLC 11 - 2023-12-31 13,743 $2,411,000 955
   ATRIA INVESTMENTS LLC 529 - 2023-12-31 13,732 $2,410,000 81
   Ayalon Holdings Ltd. 36 - 2024-03-31 12,356 $2,356,000 0
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 81 - 2024-03-31 12,243 $2,344,000 288
   TriaGen Wealth Management LLC - 2023-12-31 12,905 $2,264,000 278
   Merit Financial Group LLC 186 - 2023-12-31 12,639 $2,218,000 -4,968
   Santori & Peters Inc. 16 - 2024-03-31 11,292 $2,153,000 -392
   MULTIFINANCIAL SECURITIES CORP 483 - 2023-12-31 12,072 $2,118,000 -242
   Novak & Powell Financial Services Inc. 17 - 2023-12-31 11,763 $2,064,000 0
   Coppell Advisory Solutions LLC 56 - 2023-12-31 11,619 $2,039,000 11,619
   FINANCIAL NETWORK 953 - 2023-12-31 11,437 $2,007,000 -330
   Envestnet Portfolio Solutions Inc. 596 - 2023-12-31 11,399 $2,000,000 -2,228
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 940 - 2024-03-31 10,378 $1,979,000 1,296
   Nilsine Partners LLC - 2023-12-31 10,463 $1,836,000 1,415

  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results