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Get Institutions for : 
First Trust Vi First Trust Nasdaq Technology Dividend Index Fund (TDIV)  
$70.09 0.25 (0.36%) as of 4:30 Mon 5/13


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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  : 
10.89 (18.4%)  




 
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
   LPL FINANCIAL CORP 226 - 2024-03-31 2,110,407 $147,032,000 242,903
   WELLS FARGO & CO/MN 457 - 2024-03-31 1,511,263 $105,290,000 106,311
   UBS Group AG 544 - 2023-12-31 1,082,866 $69,401,000 242,111
   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
   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
   Cetera Investment Advisers 114 - 2023-12-31 333,404 $21,368,000 3,634
   COMMONWEALTH EQUITY SERVICES LLC. 506 - 2024-03-31 275,895 $19,222,000 8,987
   Aprio Wealth Management LLC 8 - 2024-03-31 185,051 $12,892,000 1,542
   New England Private Wealth Advisors LLC 15 - 2024-03-31 150,927 $10,521,000 16,786
   Concorde Asset Management LLC 5 - 2023-12-31 151,589 $9,715,000 104,834
   Orion Portfolio Solutions LLC 219 - 2024-03-31 126,037 $8,781,000 318
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 506 - 2024-03-31 123,558 $8,608,000 4,551
   Equitable Holdings Inc. 154 - 2023-12-31 133,110 $8,531,000 19,733
   Sigma Planning Corp 80 - 2024-03-31 109,922 $7,658,000 53,964
   BENJAMIN F. EDWARDS & COMPANY INC. 172 - 2024-03-31 104,791 $7,301,000 254
   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 2374 - 2024-03-31 82,853 $5,772,000 205
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 395 - 2024-03-31 79,910 $5,567,000 22,722
   Envestnet Portfolio Solutions Inc. 357 - 2024-03-31 77,348 $5,389,000 12,538
   BANK OF NEW YORK MELLON CORP 2322 - 2024-03-31 72,405 $5,044,000 3,123
   ICAPITAL WEALTH LLC 9 - 2024-03-31 71,562 $4,986,000 2,135
   Robertson Stephens Wealth Management LLC 58 - 2023-12-31 77,689 $4,979,000 27,210
   Coppell Advisory Solutions LLC 22 - 2023-12-31 75,602 $4,845,000 37,119
   Kestra Advisory Services LLC 530 - 2023-12-31 61,876 $3,966,000 6,286
   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
   MULTIFINANCIAL SECURITIES CORP 409 - 2023-12-31 43,772 $2,805,000 2,979
   Elevated Capital Advisors LLC 39 - 2024-03-31 39,654 $2,763,000 1,037
   OPPENHEIMER & CO INC 438 - 2024-03-31 37,366 $2,603,000 888
   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
   Ballew Advisors Inc 13 - 2024-03-31 33,482 $2,299,000 1,333
   Kaydan Wealth Management Inc. 19 - 2024-03-31 32,168 $2,241,000 240
   BlueChip Wealth Advisors LLC 18 - 2024-03-31 31,957 $2,226,000 6,741
   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
   J.W. COLE ADVISORS INC. 199 - 2024-03-31 30,771 $2,146,000 2,006
   MARINER WEALTH ADVISORS, LLC 1037 - 2023-12-31 32,689 $2,095,000 4,156
   Gateway Wealth Partners LLC 32 - 2023-12-31 30,031 $1,925,000 3,086
   Migdal Insurance & Financial Holdings Ltd. 119 - 2024-03-31 26,415 $1,840,000 4,735
   OneAscent Financial Services LLC 69 - 2024-03-31 25,508 $1,777,000 2,498
   Wealthfront Advisers LLC 516 - 2024-03-31 24,612 $1,715,000 4,038
   Financial Advocates Investment Management 208 - 2024-03-31 24,069 $1,677,000 1,281
   Hobart Private Capital LLC 34 - 2024-03-31 23,633 $1,647,000 11,555
   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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1039 - 2024-03-31 22,586 $1,574,000 3,380
   PARK AVENUE SECURITIES LLC 487 - 2024-03-31 22,575 $1,573,000 1,503
   US BANCORP 935 - 2024-03-31 21,972 $1,531,000 5,846
   Global Retirement Partners LLC 282 - 2024-03-31 21,630 $1,507,000 90
   Tyler-Stone Wealth Management 30 - 2023-12-31 22,013 $1,411,000 1,938
   Prosperity Financial Group Inc. 24 - 2023-12-31 21,988 $1,409,000 360
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 871 - 2023-09-30 24,627 $1,381,000 2,940
   Resources Investment Advisors Inc. 441 - 2024-03-31 17,964 $1,252,000 1,876
   Integrated Wealth Concepts LLC 641 - 2023-12-31 19,072 $1,222,000 5,917
   Virtue Capital Management LLC 73 - 2023-12-31 18,548 $1,149,000 5,486
   Pinnacle Family Advisors LLC 29 - 2023-12-31 17,253 $1,106,000 4,402
   Retirement Planning Co of New England Inc. 51 - 2024-03-31 14,978 $1,043,000 87
   Qube Research & Technologies Ltd 1654 - 2023-12-31 15,309 $981,000 13,362
   TFG Advisers LLC 76 - 2024-03-31 12,991 $905,000 697
   Patriot Financial Group Insurance Agency LLC 200 - 2024-03-31 10,528 $733,000 2,323
   CIBC WORLD MARKETS INC. 775 - 2023-12-31 11,082 $710,000 3,581
   PCA Investment Advisory Services Inc. 49 - 2024-03-31 8,239 $574,000 8
   LEVEL FOUR ADVISORY SERVICES LLC 426 - 2023-12-31 8,927 $572,000 479
   Cornerstone Wealth Management LLC 309 - 2024-03-31 8,154 $568,000 16
   TrueWealth Advisors LLC 88 - 2024-03-31 7,709 $537,000 709
   ATLAS CAPITAL ADVISORS LLC 212 - 2024-03-31 7,350 $512,000 140
   GREAT VALLEY ADVISOR GROUP INC. 491 - 2024-03-31 7,273 $507,000 1,345
   HARBOR INVESTMENT ADVISORY LLC 231 - 2024-03-31 6,930 $483,000 150
   EP WEALTH ADVISORS, INC. 506 - 2023-12-31 7,177 $460,000 3,109
   Coastal Investment Advisors Inc. 261 - 2024-03-31 6,134 $427,000 1,620
   Dominguez Wealth Management Solutions Inc. 47 - 2024-03-31 6,029 $420,000 26
   Sawtooth Asset Management Inc. 740 - 2023-12-31 6,311 $404,000 2,428
   PFG Investments LLC 631 - 2024-03-31 5,622 $392,000 1,001
   EPG Wealth Management LLC 179 - 2023-12-31 5,896 $388,000 39
   FMR LLC 2608 - 2023-12-31 5,960 $382,000 727
   Financial Perspectives Inc 87 - 2024-03-31 5,468 $381,000 3
   ACCESS FINANCIAL SERVICES INC. 82 - 2024-03-31 4,779 $333,000 2
   Genesee Capital Advisors LLC 83 - 2024-03-31 4,742 $330,000 39
   PNC FINANCIAL SERVICES GROUP INC 1830 - 2024-03-31 4,684 $326,000 4
   RAYMOND JAMES TRUST CO 1022 - 2024-03-31 3,966 $276,000 376
   BENJAMIN EDWARDS INC 302 - 2024-03-31 3,633 $253,000 30
   BANK OF MONTREAL /CAN/ 2630 - 2023-12-31 3,068 $198,000 504
   HAZLETT BURT & WATSON INC. 174 - 2024-03-31 2,752 $191,000 724
   ICA Group Wealth Management LLC 266 - 2023-12-31 2,943 $189,000 2,943
   PRIVATE TRUST CO NA 724 - 2024-03-31 2,266 $158,000 236
   SIGNATUREFD, LLC 954 - 2024-03-31 2,239 $156,000 1,379
   PRINCIPAL SECURITIES INC. 1114 - 2024-03-31 2,177 $152,000 747
   GPS Wealth Strategies Group LLC 316 - 2024-03-31 1,964 $137,000 88
   Nelson Van Denburg & Campbell Wealth Management Gr 849 - 2024-03-31 1,889 $132,000 1,575
   CITIGROUP INC 3313 - 2024-03-31 1,765 $123,000 22
   WHITTIER TRUST CO 829 - 2024-03-31 1,178 $82,000 11
   Raleigh Capital Management Inc. 317 - 2023-12-31 575 $37,000 64
   HANSON MCCLAIN, INC. 1564 - 2024-03-31 401 $28,000 219
   NATIONAL BANK OF CANADA /FI/ 1797 - 2023-12-31 365 $23,000 100
   Wagner Wealth Management LLC 199 - 2024-03-31 165 $11,000 2
  100 Records found
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