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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
   LVZ Advisors Inc. 1 *New 2024-03-31 2,693,387 $93,784,000 2,693,387
   Wagner Wealth Management LLC 9 *New 2024-03-31 329,773 $11,483,000 329,773
   Presidio Capital Management LLC 5 *New 2024-03-31 298,630 $10,398,000 298,630
   Astor Investment Management LLC 11 *New 2024-03-31 247,078 $8,603,000 247,078
   Gallagher Fiduciary Advisors LLC 23 *New 2023-12-31 151,859 $4,976,000 151,859
   San Luis Wealth Advisors LLC 20 *New 2024-03-31 56,693 $1,974,000 56,693
   Legacy Capital Group California Inc. 32 *New 2024-03-31 45,838 $1,596,000 45,838
   Y-Intercept (Hong Kong) Ltd 227 *New 2024-03-31 44,191 $1,539,000 44,191
   TITLEIST ASSET MANAGEMENT LLC 75 *New 2023-12-31 43,509 $1,426,000 43,509
   Fortis Group Advisors LLC 79 *New 2024-03-31 38,590 $1,344,000 38,590
   Keystone Financial Group 89 *New 2024-03-31 37,676 $1,312,000 37,676
   Marshall Financial Group LLC 68 *New 2024-03-31 36,660 $1,277,000 36,660
   Triumph Capital Management 50 *New 2024-03-31 31,299 $1,081,000 31,299
   Secure Asset Management LLC 101 *New 2024-03-31 30,831 $1,074,000 30,831
   Kerntke Otto McGlone Wealth Management Group 23 *New 2024-03-31 27,937 $973,000 27,937
   FLOW TRADERS U.S. LLC 394 *New 2023-12-31 23,138 $758,000 23,138
   Orion Portfolio Solutions LLC 1128 *New 2024-03-31 20,360 $709,000 20,360
   Davis Investment Partners LLC 59 *New 2024-03-31 20,819 $697,000 20,819
   Claraphi Advisory Network LLC 118 *New 2022-12-31 21,924 $571,000 21,924
   KINGSWOOD WEALTH ADVISORS LLC 326 *New 2024-03-31 15,407 $536,000 15,407
   Collaborative Wealth Managment Inc. 90 *New 2024-03-31 14,490 $505,000 14,490
   Archetype Wealth Partners LLC 57 *New 2023-12-31 15,337 $503,000 15,337
   L.M. KOHN & COMPANY 153 *New 2024-03-31 12,916 $450,000 12,916
   LEVEL FOUR ADVISORY SERVICES LLC 529 *New 2023-12-31 12,410 $407,000 12,410
   SeaCrest Wealth Management LLC 370 *New 2024-03-31 11,109 $387,000 11,109
   D E SHAW & CO INC 2320 *New 2023-12-31 11,644 $382,000 11,644
   Krilogy Financial LLC 194 *New 2024-03-31 10,410 $362,000 10,410
   FinTrust Capital Advisors LLC 210 *New 2024-03-31 9,594 $334,000 9,594
   Ethos Financial Group LLC 167 *New 2024-03-31 2,239 $334,000 2,239
   BANK OF NEW YORK MELLON CORP 3669 *New 2024-03-31 8,627 $300,000 8,627
   HPM Partners LLC *New 2023-12-31 9,137 $299,000 9,137
   Stonebridge Financial Planning Group LLC 123 *New 2023-12-31 8,878 $291,000 8,878
   Walleye Trading Advisors LLC 1275 *New 2023-12-31 8,699 $285,000 8,699
   FOUNDERS FINANCIAL SECURITIES LLC 329 *New 2024-03-31 8,155 $284,000 8,155
   Capasso Planning Partners LLC 88 *New 2024-03-31 8,061 $281,000 8,061
   Capital Investment Advisors LLC 505 *New 2024-03-31 7,751 $270,000 7,751
   Clarity Capital Partners LLC 101 *New 2024-03-31 7,344 $256,000 7,344
   Inscription Capital LLC 151 *New 2024-03-31 7,255 $249,000 7,255
   GREAT VALLEY ADVISOR GROUP INC. 655 *New 2024-03-31 7,024 $245,000 7,024
   Redhawk Wealth Advisors Inc. 258 *New 2023-12-31 7,266 $238,000 7,266
   PRIVATE CLIENT SERVICES LLC 116 *New 2024-03-31 6,503 $226,000 6,503
   Eudaimonia Partners LLC 233 *New 2024-03-31 6,502 $226,000 6,502
   Grant/GrossMendelsohn LLC 118 *New 2024-03-31 6,367 $218,000 6,367
   Northwest Financial Advisors 149 *New 2024-03-31 4,442 $155,000 4,442
   MONTAG A & ASSOCIATES INC 460 *New 2024-03-31 3,684 $128,000 3,684
   Icon Wealth Advisors LLC 413 *New 2023-12-31 3,368 $110,000 3,368
   AdvisorNet Financial Inc 648 *New 2024-03-31 2,704 $94,000 2,704
   Gilliland Jeter Wealth Management LLC 228 *New 2024-03-31 2,563 $89,000 2,563
   Anfield Capital Management LLC 87 *New 2024-03-31 2,500 $87,000 2,500
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1077 *New 2024-03-31 2,308 $80,000 2,308
   PNC FINANCIAL SERVICES GROUP INC 2759 *New 2024-03-31 2,200 $77,000 2,200
   SIGNATUREFD, LLC 1455 *New 2024-03-31 1,682 $59,000 1,682
   VAN ECK ASSOCIATES CORP 1292 *New 2024-03-31 963 $34,000 963
   BENJAMIN EDWARDS INC 519 *New 2024-03-31 925 $32,000 925
   Eagle Bay Advisors LLC 413 *New 2024-03-31 642 $22,000 642
   Sound Income Strategies LLC 624 *New 2024-03-31 500 $17,000 500
   NORTH STAR INVESTMENT MANAGEMENT CORP. 780 *New 2024-03-31 472 $16,000 472
   Investors Research Corp 657 *New 2024-03-31 432 $15,000 432
   TOWER RESEARCH CAPITAL LLC 3934 *New 2023-12-31 422 $14,000 422
   IAG Wealth Partners LLC 378 *New 2024-03-31 150 $5,000 150
   Castleview Partners LLC 635 *New 2024-03-31 157 $5,000 157
   Aspire Private Capital LLC 561 *New 2024-03-31 95 $3,000 95
   BANK OF MONTREAL /CAN/ 3301 *New 2023-12-31 41 $1,000 41
   Ronald Blue Trust Inc. 1983 *New 2024-03-31 29 $1,000 29
   Truvestments Capital LLC 742 *New 2023-12-31 1 $0 1
   Coston McIsaac & Partners 637 *New 2024-03-31 13 $0 13
  66 Records found
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