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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
   BB&T CORP 181 - 2023-12-31 2,103,636 $68,936,000 -63,520
   ENVESTNET ASSET MANAGEMENT INC 768 - 2023-12-31 1,045,738 $34,269,000 -114,880
   PROSPERA FINANCIAL SERVICES 32 - 2023-12-31 533,298 $17,476,000 -83,226
   Sanchez Wealth Management Group 12 - 2024-03-31 375,197 $13,064,000 -16,104
   TrueWealth Advisors LLC 6 - 2024-03-31 241,554 $8,411,000 -75,172
   MARINER WEALTH ADVISORS, LLC 597 - 2023-12-31 198,814 $6,515,000 -79,586
   ARVEST INVESTMENTS INC. 27 - 2024-03-31 164,253 $5,719,000 -5,973
   Wealthcare Advisory Partners LLC 111 - 2024-03-31 136,108 $4,739,000 -6,448
   FSB PREMIER WEALTH MANAGEMENT INC. 9 - 2024-03-31 123,672 $4,306,000 -16,050
   Naviter Wealth LLC 37 - 2024-03-31 102,975 $3,586,000 -19,434
   CX Institutional 153 - 2024-03-31 96,970 $3,376,000 -10,334
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 610 - 2023-09-30 112,510 $3,176,000 -1,287
   SIGNALPOINT ASSET MANAGEMENT, LLC 26 - 2024-03-31 86,830 $3,023,000 -46,943
   GOLDMAN SACHS GROUP INC/ 3015 - 2023-12-31 74,645 $2,446,000 -13,315
   US BANCORP 767 - 2024-03-31 69,524 $2,421,000 -12,316
   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
   Purus Wealth Management LLC 33 - 2024-03-31 48,639 $1,694,000 -629
   Harvest Investment Services LLC 38 - 2023-12-31 48,935 $1,604,000 -3,299
   Root Financial Partners LLC 27 - 2024-03-31 44,730 $1,557,000 -189
   PCG Wealth Advisors LLC 45 - 2024-03-31 42,908 $1,494,000 -17,668
   SILVER OAK SECURITIES Inc 104 - 2024-03-31 41,034 $1,429,000 -2,131
   Koshinski Asset Management Inc. 152 - 2024-03-31 40,204 $1,400,000 -22,724
   THRIVENT FINANCIAL FOR LUTHERANS 1684 - 2023-12-31 34,968 $1,146,000 -1,923
   ORBA Wealth Advisors L.L.C. 41 - 2024-03-31 28,421 $990,000 -40
   REGAL INVESTMENT ADVISORS, LLC 250 - 2023-12-31 24,964 $818,000 -2,575
   Laidlaw Wealth Management LLC 101 - 2023-12-31 22,162 $726,000 -2,308
   We Are One Seven LLC 402 - 2023-12-31 21,984 $720,000 -2,383
   Ameritas Advisory Services LLC 403 - 2023-12-31 17,122 $561,000 -2,328
   Old Port Advisors 148 - 2023-09-30 14,666 $414,000 -60
   WCG Wealth Advisors LLC 262 - 2023-12-31 12,577 $412,000 -746
   Virtue Capital Management LLC 233 - 2023-12-31 11,077 $353,000 -4,784
   TFB Advisors LLC 177 - 2024-03-31 10,663 $350,000 -515
   Capital Analysts Inc. 368 - 2023-12-31 9,337 $306,000 -459
   WEDBUSH MORGAN SECURITIES INC 783 - 2023-12-31 8,887 $291,000 -682
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4191 - 2024-03-31 7,639 $266,000 -13,522
   CHIRON CAPITAL MANAGEMENT LLC 92 - 2024-03-31 7,547 $263,000 -37,082
   Mattern Wealth Management LLC 152 - 2023-12-31 7,381 $242,000 -2,101
   DHJJ Financial Advisors Ltd. 149 - 2024-03-31 5,016 $175,000 -727
   CWM LLC 1967 - 2024-03-31 2,419 $84,000 -832
   Spire Wealth Management 1435 - 2024-03-31 724 $25,000 -75,709
   FMR LLC 4102 - 2023-12-31 267 $9,000 -1
   FARMERS & MERCHANTS INVESTMENTS INC 934 - 2024-03-31 83 $3,000 -216
   Coppell Advisory Solutions LLC 1387 - 2023-12-31 18 $1,000 -2,453
  44 Records found
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