Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
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


Download
     
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
   Ayalon Holdings Ltd. 42 - 2024-03-31 30,589 $2,131,000 0
   Connecticut Wealth Management LLC 96 - 2024-03-31 27,339 $1,905,000 0
   MTM Investment Management LLC 50 - 2024-03-31 19,770 $1,377,000 0
   Pinnacle Wealth Management Advisory Group LLC 193 - 2024-03-31 7,000 $488,000 0
   M&T BANK CORP 1233 - 2024-03-31 5,431 $378,000 0
   Syntegra Private Wealth Group LLC 97 - 2024-03-31 5,213 $363,000 0
   REGIONS FINANCIAL CORP 669 - 2024-03-31 5,004 $349,000 0
   Visionary Wealth Advisors 377 - 2023-12-31 5,165 $331,000 0
   DAYMARK WEALTH PARTNERS LLC 339 - 2024-03-31 4,306 $300,000 0
   Trueblood Wealth Management LLC 163 - 2024-03-31 4,067 $283,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 170 - 2024-03-31 3,320 $231,000 0
   Atlantic Edge Private Wealth Management LLC 122 - 2024-03-31 3,227 $225,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 548 - 2024-03-31 3,000 $209,000 0
   BDO Wealth Advisors LLC 266 - 2023-06-30 3,227 $189,000 0
   Key Financial Inc 234 - 2024-03-31 2,692 $173,000 0
   BLAIR WILLIAM & CO/IL 1430 - 2024-03-31 2,415 $168,000 0
   Geneos Wealth Management Inc. 741 - 2024-03-31 2,368 $165,000 0
   Colonial Trust Co / SC 370 - 2023-12-31 1,700 $109,000 0
   Lee Financial CORP 187 - 2023-12-31 1,344 $86,000 0
   Beaird Harris Wealth Management LLC 166 - 2023-12-31 1,120 $72,000 0
   Archer Investment Corp 359 - 2024-03-31 1,000 $70,000 0
   Emerald Investment Partners LLC 336 - 2024-03-31 993 $69,000 0
   Cyrus J. Lawrence LLC 98 - 2024-03-31 1,000 $69,000 0
   NVWM LLC 220 - 2024-03-31 890 $62,000 0
   GAMMA Investing LLC 911 - 2024-03-31 861 $60,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 595 - 2024-03-31 812 $57,000 0
   Coston McIsaac & Partners 205 - 2024-03-31 722 $50,000 0
   Oakworth Capital Inc. 359 - 2024-03-31 500 $35,000 0
   VALLEY NATIONAL ADVISERS INC 454 - 2024-03-31 500 $34,000 0
   COLONIAL ASSET MANAGEMENT, INC. 378 - 2023-12-31 450 $29,000 0
   AdvisorNet Financial Inc 1026 - 2024-03-31 330 $23,000 0
   Northwest Financial Advisors 390 - 2024-03-31 300 $21,000 0
   IAG Wealth Partners LLC 247 - 2024-03-31 265 $18,000 0
   Smartleaf Asset Management LLC 764 - 2024-03-31 238 $15,000 0
   Anchor Investment Management LLC 710 - 2023-12-31 202 $13,000 0
   Capital Investment Advisory Services LLC 811 - 2024-03-31 154 $11,000 0
   SANDY SPRING BANK 906 - 2024-03-31 100 $7,000 0
   JOHNSON FINANCIAL GROUP, INC. 704 - 2023-12-31 90 $6,000 0
   Mascoma Wealth Management LLC 371 - 2024-03-31 84 $6,000 0
   Tradition Wealth Management LLC 1111 - 2023-12-31 92 $6,000 0
   CENTRAL BANK & TRUST CO 327 - 2024-03-31 17 $1,000 0
   Beacon Capital Management LLC 859 - 2023-12-31 20 $1,000 0

  42 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results