Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 19    11
Total shares held : 
2,230,388  
% of shares held : 
24.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  14  
Amount of shares held : 
1,393,209  
% of shares held change : 
  15.48%  
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 :
11
 1,332,005
 59.72%
 
Increased Positions :
3
 61,204
 2.74%
 
Unchanged Positions :
5
 688,454
 30.87%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   ENVESTNET ASSET MANAGEMENT INC *New 2023-12-31 524,224 $11,056,000 524,224
   BB&T CORP *New 2023-12-31 526,229 $10,012,000 526,229
   Luken Investment Analytics LLC 6 *New 2024-03-31 441,797 $9,724,000 441,797
   Second Half Financial Partners LLC 14 *New 2024-03-31 266,101 $5,857,000 266,101
   U.S. Capital Wealth Advisors LLC 125 *New 2024-03-31 230,202 $5,067,000 230,202
   Advisor Group Holdings Inc. 1218 - 2024-03-31 174,491 $3,841,000 151,474
   COMMONWEALTH EQUITY SERVICES LLC. 1365 - 2024-03-31 166,314 $3,661,000 146,832
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1350 *New 2024-03-31 153,530 $3,379,000 153,530
   Bullseye Investment Management LLC - 2023-12-31 150,947 $3,183,000 46,952
   Kestra Advisory Services LLC *New 2023-12-31 91,626 $1,932,000 91,626
   CHIRON CAPITAL MANAGEMENT LLC 15 *New 2024-03-31 65,968 $1,452,000 65,968
   JANNEY MONTGOMERY SCOTT LLC 1396 *New 2024-03-31 56,105 $1,235,000 56,105
   PROSPERA FINANCIAL SERVICES *New 2023-12-31 51,387 $1,084,000 51,387
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1691 - 2024-03-31 47,588 $1,047,000 32,443
   STEPHENS INC /AR/ *New 2023-12-31 38,530 $813,000 38,530
   MTM Investment Management LLC 85 *New 2024-03-31 33,780 $743,000 33,780
   G&S Capital LLC - 2024-03-31 32,119 $707,000 4,058
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3176 *New 2024-03-31 27,714 $610,000 27,714
   Cedrus LLC - 2024-03-31 26,863 $591,000 10,194
   Schulz Wealth LTD. *New 2024-03-31 23,700 $522,000 23,700
   Stonebridge Financial Planning Group LLC *New 2023-12-31 18,128 $382,000 18,128
   Ergawealth Advisors Inc. 46 *New 2024-03-31 14,406 $317,000 14,406
   BENJAMIN F. EDWARDS & COMPANY INC. 806 *New 2024-03-31 12,580 $277,000 12,580
   LPL FINANCIAL CORP 4218 *New 2024-03-31 11,873 $261,000 11,873
   Trueblood Wealth Management LLC 179 *New 2024-03-31 11,759 $259,000 11,759
   Resources Investment Advisors Inc. 977 *New 2024-03-31 11,006 $242,000 11,006
   PROEQUITIES INC. 3072 *New 2024-03-31 0 $0 0
   ADVISORY SERVICES NETWORK, LLC 2393 *Closed 2024-03-31 0 $0 -537

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