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Get Institutions for : 
First Trust Vi First Trust Nasdaq Technology Dividend Index Fund (TDIV)  
$67.58 0.67 (1%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 245    1
Total shares held : 
 19,110,339  
% of shares held : 
 69.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 189,471  
% of shares held change : 
   0.69%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $56.07  
Last Quarter's Ending Price : 
 $64.09  
Last Quarter's Average Price : 
 $59.20  
Change from last quarter's     
avg. price to the last closing  : 
8.38 (14.16%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 158,233
 0.83%
 
Increased Positions :
95
 1,024,965
 5.36%
 
Unchanged Positions :
46
 180,438
 0.94%
 
Decreased Positions :
88
-769,816
-4.03%
 
Closed Positions :
17
-223,911
-1.17%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1002 - 2023-12-31 1,997,646 $128,029,000 -147,163
   LPL FINANCIAL CORP 243 - 2023-12-31 1,867,504 $119,688,000 59,333
   BANK OF AMERICA CORP /DE/ 834 - 2023-12-31 1,622,285 $103,972,000 -39,963
   WELLS FARGO & CO/MN 474 - 2023-12-31 1,404,952 $90,043,000 99,811
   UBS Group AG 544 - 2023-12-31 1,082,866 $69,401,000 242,111
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 204 - 2024-03-31 919,672 $64,074,000 -27,109
   ROYAL BANK OF CANADA 832 - 2023-12-31 548,444 $35,150,000 37,979
   ENVESTNET ASSET MANAGEMENT INC 771 - 2023-12-31 533,729 $34,207,000 11,372
   Advisor Group Holdings Inc. 343 - 2023-12-31 474,041 $30,391,000 -74,144
   Flaharty Asset Management LLC 7 - 2023-12-31 452,410 $28,995,000 -3,815
   RAYMOND JAMES & ASSOCIATES 669 - 2024-03-31 367,031 $25,571,000 1,033
   AMERIPRISE FINANCIAL INC 1166 - 2023-12-31 365,718 $23,442,000 10,458
   PARK NATIONAL CORP /OH/ 40 - 2024-03-31 315,716 $21,996,000 -1,347
   Cetera Investment Advisers 114 - 2023-12-31 333,404 $21,368,000 3,634
   STIFEL FINANCIAL CORP 510 - 2023-12-31 315,234 $20,205,000 -5,054
   CREATIVE PLANNING 273 - 2023-12-31 266,975 $17,110,000 -5,730
   COMMONWEALTH EQUITY SERVICES LLC. 506 - 2023-12-31 266,908 $17,106,000 19,676
   DAVIDSON D A & CO 113 - 2023-12-31 234,992 $15,061,000 -8,004
   Aprio Wealth Management LLC 8 - 2024-03-31 185,051 $12,892,000 1,542
   Arden Trust Co 17 - 2024-03-31 175,605 $12,234,000 -4,440
   Cherry Creek Investment Advisors Inc. 4 - 2024-03-31 158,209 $11,022,000 -4,432
   Concorde Asset Management LLC 5 - 2023-12-31 151,589 $9,715,000 104,834
   JANNEY MONTGOMERY SCOTT LLC 519 - 2023-12-31 147,366 $9,445,000 112
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 506 - 2024-03-31 123,558 $8,608,000 4,551
   New England Private Wealth Advisors LLC 18 - 2023-12-31 134,141 $8,597,000 3,022
   Stratos Wealth Partners LTD. 147 - 2024-03-31 122,447 $8,531,000 -6,182
   Equitable Holdings Inc. 154 - 2023-12-31 133,110 $8,531,000 19,733
   Orion Portfolio Solutions LLC 210 - 2023-12-31 125,719 $7,924,000 1,087
   Pine Valley Investments Ltd Liability Co 36 - 2023-12-31 117,615 $7,538,000 -5,344
   Private Wealth Group LLC 9 - 2024-03-31 100,767 $7,020,000 -465
   BENJAMIN F. EDWARDS & COMPANY INC. 172 - 2023-12-31 104,537 $6,700,000 -133
   Atria Wealth Solutions Inc. 245 - 2023-12-31 100,599 $6,447,000 -51,580
   Milestone Advisory Partners 5 - 2023-09-30 105,725 $5,930,000 7,978
   Goss Wealth Management LLC 307 - 2023-12-31 89,606 $5,913,000 21,706
   J P MORGAN CHASE & CO 2406 - 2023-12-31 82,648 $5,297,000 28,228
   BANK OF NEW YORK MELLON CORP 2322 - 2024-03-31 72,405 $5,044,000 3,123
   Robertson Stephens Wealth Management LLC 58 - 2023-12-31 77,689 $4,979,000 27,210
   Steward Partners Investment Advisory LLC 291 - 2023-12-31 75,928 $4,866,000 -112
   Coppell Advisory Solutions LLC 22 - 2023-12-31 75,602 $4,845,000 37,119
   H D Vest Advisory Services 300 - 2023-12-31 70,294 $4,505,000 -11,656
   ICAPITAL WEALTH LLC 11 - 2023-12-31 69,427 $4,450,000 1,000
   AE Wealth Management LLC 632 - 2023-12-31 66,384 $4,429,000 -183,544
   Envestnet Portfolio Solutions Inc. 379 - 2023-12-31 64,810 $4,154,000 5,121
   Great Diamond Partners LLC 22 - 2023-12-31 63,539 $4,072,000 9,873
   Kestra Advisory Services LLC 530 - 2023-12-31 61,876 $3,966,000 6,286
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1290 - 2023-12-31 61,851 $3,964,000 29,240
   HENGEHOLD CAPITAL MANAGEMENT LLC 47 - 2024-03-31 56,571 $3,941,000 -2,210
   Snowden Capital Advisors LLC 184 - 2023-12-31 60,756 $3,894,000 -1,053
   BB&T CORP 955 - 2023-12-31 60,320 $3,866,000 -592
   Global Assets Advisory LLC 107 - 2024-03-31 268,091 $3,841,000 268,091
   Coppell Advisory Solutions Corp. 14 - 2023-03-31 71,197 $3,806,000 32,714
   HIGHTOWER ADVISORS, LLC 1096 - 2023-12-31 58,122 $3,723,000 -6,863
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 437 - 2023-12-31 57,188 $3,665,000 15,270
   Sigma Planning Corp 72 - 2023-12-31 55,958 $3,586,000 -53,489
   Private Advisor Group LLC 559 - 2023-12-31 55,830 $3,578,000 1,051
   Rockefeller Capital Management L.P. 725 - 2023-12-31 55,553 $3,560,000 -2,275
   DEFINED WEALTH MANAGEMENT LLC 11 - 2024-03-31 49,249 $3,431,000 -173
   CWM LLC 498 - 2024-03-31 48,603 $3,386,000 -476
   COTTONWOOD CAPITAL ADVISORS LLC 10 - 2024-03-31 50,136 $3,380,000 -1,172
   Harvest Investment Services LLC 14 - 2023-12-31 48,235 $3,091,000 -4,474
   REGAL INVESTMENT ADVISORS, LLC 123 - 2023-12-31 47,634 $3,053,000 -2,711
   IAMS WEALTH MANAGEMENT LLC 12 - 2024-03-31 44,828 $3,023,000 -556
   Apeiron RIA LLC 29 - 2024-03-31 43,118 $3,004,000 -8,518
   FSB PREMIER WEALTH MANAGEMENT INC. 17 - 2023-12-31 44,350 $2,842,000 -493
   MULTIFINANCIAL SECURITIES CORP 409 - 2023-12-31 43,772 $2,805,000 2,979
   Pacitti Group Inc. 11 - 2023-12-31 43,586 $2,793,000 -1,177
   Main Street Financial Solutions LLC 71 - 2024-03-31 39,843 $2,776,000 -377
   Elevated Capital Advisors LLC 39 - 2024-03-31 39,654 $2,763,000 1,037
   FINANCIAL NETWORK 844 - 2023-12-31 40,652 $2,605,000 -617
   KESTRA PRIVATE WEALTH SERVICES LLC 299 - 2023-12-31 39,870 $2,555,000 -3,698
   HARBOUR INVESTMENTS INC. 189 - 2023-12-31 39,137 $2,508,000 15,677
   Capital Advisors Ltd. LLC 50 - 2024-03-31 34,677 $2,416,000 2,502
   Baird Financial Group Inc. 882 *New 2023-12-31 37,534 $2,406,000 37,534
   OPPENHEIMER & CO INC 453 - 2023-12-31 36,478 $2,338,000 -1,103
   Ballew Advisors Inc 13 - 2024-03-31 33,482 $2,299,000 1,333
   VIRTU FINANCIAL LLC 85 *New 2023-12-31 35,334 $2,265,000 35,334
   CITADEL ADVISORS LLC 2210 *New 2023-12-31 35,235 $2,258,000 35,235
   Kaydan Wealth Management Inc. 19 - 2024-03-31 32,168 $2,241,000 240
   MML INVESTORS SERVICES LLC 953 - 2023-12-31 34,168 $2,190,000 1,534
   CLS INVESTMENT FIRM LLC 440 - 2022-12-31 45,543 $2,176,000 700
   IFP Advisors Inc 221 - 2023-12-31 33,571 $2,152,000 9,318
   Ayalon Holdings Ltd. 42 - 2024-03-31 30,589 $2,131,000 0
   MARINER WEALTH ADVISORS, LLC 1037 - 2023-12-31 32,689 $2,095,000 4,156
   BSC PRIVATE WEALTH MANAGEMENT LLC 53 - 2023-12-31 30,809 $1,975,000 211
   Gateway Wealth Partners LLC 32 - 2023-12-31 30,031 $1,925,000 3,086
   ATRIA INVESTMENTS LLC 623 - 2023-12-31 29,432 $1,886,000 -6,093
   J.W. COLE ADVISORS INC. 200 - 2023-12-31 28,765 $1,844,000 15,818
   NewEdge Wealth LLC 314 - 2023-12-31 27,852 $1,785,000 -1,079
   OneAscent Financial Services LLC 69 - 2024-03-31 25,508 $1,777,000 2,498
   Gladstone Institutional Advisory LLC 212 - 2023-12-31 27,724 $1,777,000 -134
   Bennett Associates Wealth Management 17 - 2024-03-31 25,488 $1,776,000 -785
   Connecticut Wealth Management LLC 97 - 2023-12-31 27,339 $1,752,000 0
   Wealthfront Advisers LLC 516 - 2024-03-31 24,612 $1,715,000 4,038
   Hobart Private Capital LLC 34 - 2024-03-31 23,633 $1,647,000 11,555
   BlueChip Wealth Advisors LLC 22 - 2023-12-31 25,216 $1,616,000 0
   SIGNALPOINT ASSET MANAGEMENT, LLC 46 - 2024-03-31 23,048 $1,606,000 -10,902
   BIONDO INVESTMENT ADVISORS LLC 52 - 2023-12-31 24,922 $1,597,000 95
   PROSPERA FINANCIAL SERVICES 360 - 2023-12-31 24,878 $1,594,000 2,287
   Koshinski Asset Management Inc. 112 - 2023-12-31 24,776 $1,588,000 7,567
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1039 - 2024-03-31 22,586 $1,574,000 3,380
  100 Records found
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