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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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MEITAV DASH INVESTMENTS LTD 115 - 2024-03-31 55,716 $1,940,000 0
   Lion Street Advisors LLC 99 - 2024-03-31 16,949 $555,000 0
   SALEM INVESTMENT COUNSELORS INC 355 - 2024-03-31 5,805 $202,000 0
   Larson Financial Group LLC 483 - 2024-03-31 3,925 $137,000 0
   TD CAPITAL MANAGEMENT LLC 160 - 2024-03-31 2,026 $66,000 0
   Coastal Capital Group Inc. 239 - 2023-06-30 1,295 $37,000 0
   Key Financial Inc 508 - 2024-03-31 924 $30,000 0
   Sawyer & Company Inc 138 - 2024-03-31 848 $30,000 0
   SANDY SPRING BANK 799 - 2024-03-31 400 $14,000 0
   PFG Private Wealth Management LLC 119 - 2024-03-31 394 $14,000 0
   M&R CAPITAL MANAGEMENT INC 412 - 2024-03-31 215 $7,000 0
   ATTICUS WEALTH MANAGEMENT LLC 516 - 2024-03-31 29 $1,000 0

  12 Records found
  1    
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