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Get Institutions for : 
First Trust Smid Cap Rising Dividend Achievers Etf (SDVY)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 221    34
Total shares held : 
 56,685,589  
% of shares held : 
 62.98%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   101  
Amount of shares held : 
 16,760,476  
% of shares held change : 
   18.62%  
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 :
42
 1,624,292
 2.87%
 
Increased Positions :
113
 16,029,349
 28.28%
 
Unchanged Positions :
20
 910,280
 1.61%
 
Decreased Positions :
46
-693,242
-1.22%
 
Closed Positions :
8
-199,923
-0.35%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 111 - 2023-12-31 9,093,465 $297,993,000 2,223,318
   MORGAN STANLEY 759 - 2023-12-31 6,231,471 $204,205,000 2,254,400
   WELLS FARGO & CO/MN 341 - 2023-12-31 4,477,768 $146,736,000 2,009,597
   LVZ Advisors Inc. 1 *New 2024-03-31 2,693,387 $93,784,000 2,693,387
   RAYMOND JAMES & ASSOCIATES 263 - 2023-12-31 2,579,613 $84,534,000 590,680
   BB&T CORP 181 - 2023-12-31 2,103,636 $68,936,000 -63,520
   ROYAL BANK OF CANADA 642 - 2023-12-31 1,805,918 $59,180,000 536,816
   BANK OF AMERICA CORP /DE/ 1094 - 2023-12-31 1,740,815 $57,047,000 1,236,043
   UBS Group AG 631 - 2023-12-31 1,705,975 $55,905,000 530,102
   Advisor Group Holdings Inc. 202 - 2023-12-31 1,644,409 $53,890,000 -119,815
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 226 - 2023-12-31 1,576,591 $51,665,000 399,680
   STIFEL FINANCIAL CORP 275 - 2023-12-31 1,569,284 $51,426,000 574,141
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 120 - 2023-12-31 1,124,901 $36,863,000 630,424
   COMMONWEALTH EQUITY SERVICES LLC. 285 - 2023-12-31 1,087,452 $35,636,000 667,805
   ENVESTNET ASSET MANAGEMENT INC 768 - 2023-12-31 1,045,738 $34,269,000 -114,880
   Baird Financial Group Inc. 265 - 2023-12-31 837,204 $27,435,000 42,309
   BLAIR WILLIAM & CO/IL 186 - 2023-12-31 728,511 $23,873,000 160,677
   Private Advisor Group LLC 112 - 2023-12-31 697,464 $22,856,000 211,827
   Cetera Investment Advisers 125 - 2023-12-31 602,828 $19,755,000 185,418
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 344 - 2024-03-31 518,530 $18,055,000 48,352
   PROSPERA FINANCIAL SERVICES 32 - 2023-12-31 533,298 $17,476,000 -83,226
   Kestra Advisory Services LLC 149 - 2023-12-31 511,587 $16,765,000 335,725
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 302 - 2023-12-31 507,344 $16,626,000 297,453
   Global Assets Advisory LLC 33 - 2024-03-31 549,672 $15,914,000 533,784
   JANE STREET GROUP LLC 670 - 2023-12-31 471,494 $15,451,000 375,412
   Steward Partners Investment Advisory LLC 105 - 2023-12-31 456,026 $14,944,000 237,595
   MML INVESTORS SERVICES LLC 299 - 2023-12-31 421,379 $13,809,000 16,369
   FINANCIAL NETWORK 277 - 2023-12-31 407,870 $13,366,000 191,858
   AE Wealth Management LLC 335 - 2023-12-31 397,657 $12,876,000 215,516
   Sanchez Wealth Management Group 10 *New 2023-12-31 391,301 $12,823,000 391,301
   HIGHTOWER ADVISORS, LLC 610 - 2023-12-31 380,366 $12,467,000 177,397
   Advantage Trust Co 4 - 2023-12-31 373,175 $12,229,000 0
   Pine Valley Investments Ltd Liability Co 21 - 2023-12-31 365,119 $11,965,000 152,053
   Western Wealth Management LLC 26 - 2023-12-31 317,507 $10,405,000 139,214
   TrueWealth Advisors LLC 5 - 2023-12-31 316,726 $10,379,000 18,166
   Ergawealth Advisors Inc. 7 - 2023-12-31 279,397 $9,156,000 19,628
   KESTRA PRIVATE WEALTH SERVICES LLC 120 - 2023-12-31 250,075 $8,195,000 -39,229
   DAVIDSON D A & CO 196 - 2023-12-31 248,831 $8,154,000 39,878
   JANNEY MONTGOMERY SCOTT LLC 572 - 2023-12-31 243,826 $7,990,000 26,080
   Integrated Wealth Concepts LLC 181 - 2023-12-31 229,312 $7,515,000 46,591
   Per Stirling Capital Management LLC. 27 - 2023-12-31 201,318 $6,597,000 3,491
   MARINER WEALTH ADVISORS, LLC 597 - 2023-12-31 198,814 $6,515,000 -79,586
   Aprio Wealth Management LLC 19 - 2024-03-31 180,798 $6,295,000 20,212
   HARBOUR INVESTMENTS INC. 66 - 2023-12-31 189,608 $6,213,000 86,482
   RiverTree Advisors LLC 10 - 2024-03-31 177,716 $6,188,000 4,739
   Hobart Private Capital LLC 17 - 2024-03-31 171,984 $5,988,000 29,263
   Elevated Capital Advisors LLC 11 - 2024-03-31 167,152 $5,820,000 148,396
   AIFG Consultants Ltd. 10 *New 2023-12-31 174,645 $5,723,000 174,645
   ARVEST INVESTMENTS INC. 27 - 2024-03-31 164,253 $5,719,000 -5,973
   Stratos Wealth Partners LTD. 236 - 2024-03-31 144,485 $5,031,000 20,428
   WAYNE HUMMER INVESTMENTS L.L.C. 35 - 2023-12-31 153,348 $5,025,000 6,596
   IHT Wealth Management LLC 98 - 2023-12-31 152,158 $4,986,000 81,132
   Gallagher Fiduciary Advisors LLC 23 *New 2023-12-31 151,859 $4,976,000 151,859
   Good Life Advisors LLC 44 - 2023-12-31 148,100 $4,853,000 2,261
   Wealthcare Advisory Partners LLC 111 - 2024-03-31 136,108 $4,739,000 -6,448
   TAP Consulting LLC 24 - 2023-12-31 143,465 $4,701,000 -22,632
   FIRST HEARTLAND CONSULTANTS INC 51 - 2023-12-31 140,639 $4,609,000 -337
   FSB PREMIER WEALTH MANAGEMENT INC. 9 - 2023-12-31 139,722 $4,579,000 -2,388
   INTL FCSTONE INC. 36 - 2023-12-31 136,139 $4,461,000 74,498
   J P MORGAN CHASE & CO 2523 - 2023-12-31 133,592 $4,378,000 133,513
   Visionary Wealth Advisors 87 - 2023-12-31 131,208 $4,300,000 89,225
   Mach-1 Financial Group Inc. 13 - 2023-12-31 128,889 $4,224,000 113,926
   J.W. COLE ADVISORS INC. 92 - 2023-12-31 127,182 $4,168,000 65,425
   BENJAMIN F. EDWARDS & COMPANY INC. 223 - 2023-12-31 125,480 $4,112,000 12,528
   Private Advisory Group LLC 45 - 2023-12-31 115,900 $3,798,000 13,575
   Goss Wealth Management LLC 427 - 2023-12-31 115,758 $3,789,000 17,697
   PSI Advisors LLC 18 - 2023-12-31 111,249 $3,646,000 13,079
   Naviter Wealth LLC 37 - 2024-03-31 102,975 $3,586,000 -19,434
   Atria Wealth Solutions Inc. 410 - 2023-12-31 107,012 $3,507,000 19,537
   CX Institutional 153 - 2024-03-31 96,970 $3,376,000 -10,334
   H D Vest Advisory Services 367 - 2023-12-31 102,462 $3,358,000 52,540
   Equitable Holdings Inc. 289 - 2023-12-31 100,611 $3,297,000 35,067
   Financial Advocates Investment Management 117 - 2023-12-31 97,863 $3,207,000 7,804
   Stratos Wealth Advisors LLC 130 - 2024-03-31 91,333 $3,180,000 19,407
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 610 - 2023-09-30 112,510 $3,176,000 -1,287
   RFG Advisory Group LLC 150 - 2024-03-31 90,466 $3,150,000 37,901
   SYNOVUS FINANCIAL CORP 253 - 2023-12-31 93,111 $3,052,000 67,044
   SIGNALPOINT ASSET MANAGEMENT, LLC 26 - 2024-03-31 86,830 $3,023,000 -46,943
   Owen LaRue LLC 8 - 2023-12-31 91,390 $2,995,000 3,153
   Rockefeller Capital Management L.P. 799 - 2023-12-31 87,312 $2,861,000 55,594
   MULTIFINANCIAL SECURITIES CORP 406 - 2023-12-31 86,595 $2,838,000 25,675
   GPS Wealth Strategies Group LLC 34 - 2023-12-31 86,047 $2,820,000 -547
   Cedrus LLC 19 - 2024-03-31 77,168 $2,687,000 7,004
   US BANCORP 732 - 2023-12-31 81,840 $2,682,000 -4,493
   SIGNATURE SECURITIES GROUP CORPORATION 36 - 2024-03-31 74,326 $2,588,000 12,194
   SECURED RETIREMENT ADVISORS LLC 7 - 2023-12-31 75,158 $2,463,000 0
   GOLDMAN SACHS GROUP INC/ 3015 - 2023-12-31 74,645 $2,446,000 -13,315
   Spire Wealth Management 203 - 2023-12-31 76,433 $2,438,000 1,469
   HILLTOP HOLDINGS INC. 106 - 2023-12-31 71,898 $2,356,000 444
   Cherry Creek Investment Advisors Inc. - 2023-12-31 67,263 $2,204,000 18,218
   Concurrent Investment Advisors LLC 215 - 2023-12-31 66,626 $2,183,000 0
   RENAISSANCE TECHNOLOGIES LLC 1926 - 2023-12-31 63,400 $2,078,000 48,100
   Koshinski Asset Management Inc. 90 - 2023-12-31 62,928 $2,062,000 23,689
   IFP Advisors Inc 228 - 2023-12-31 62,551 $2,050,000 15,693
   COZAD ASSET MANAGEMENT INC 115 - 2023-12-31 62,397 $2,045,000 -3,194
   Kingsview Wealth Management LLC 278 - 2023-12-31 61,192 $2,005,000 12,730
   San Luis Wealth Advisors LLC 20 *New 2024-03-31 56,693 $1,974,000 56,693
   Summit Investment Advisory Services LLC 14 - 2024-03-31 55,836 $1,944,000 -304
   Gladstone Institutional Advisory LLC 205 - 2023-12-31 57,575 $1,887,000 -8,757
   RAYMOND JAMES TRUST CO 314 - 2023-12-31 57,004 $1,868,000 542
  100 Records found
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