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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
   MORGAN STANLEY 1002 - 2023-12-31 1,997,646 $128,029,000 -147,163
   BANK OF AMERICA CORP /DE/ 834 - 2023-12-31 1,622,285 $103,972,000 -39,963
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 204 - 2024-03-31 919,672 $64,074,000 -27,109
   Flaharty Asset Management LLC 7 - 2023-12-31 452,410 $28,995,000 -3,815
   Advisor Group Holdings Inc. 339 - 2024-03-31 358,694 $24,993,000 -115,347
   PARK NATIONAL CORP /OH/ 40 - 2024-03-31 315,716 $21,996,000 -1,347
   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
   DAVIDSON D A & CO 113 - 2023-12-31 234,992 $15,061,000 -8,004
   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
   JANNEY MONTGOMERY SCOTT LLC 521 - 2024-03-31 146,630 $10,216,000 -736
   Stratos Wealth Partners LTD. 147 - 2024-03-31 122,447 $8,531,000 -6,182
   Pine Valley Investments Ltd Liability Co 37 - 2024-03-31 115,482 $8,046,000 -2,133
   Private Wealth Group LLC 9 - 2024-03-31 100,767 $7,020,000 -465
   Atria Wealth Solutions Inc. 245 - 2023-12-31 100,599 $6,447,000 -51,580
   Steward Partners Investment Advisory LLC 291 - 2023-12-31 75,928 $4,866,000 -112
   H D Vest Advisory Services 312 - 2024-03-31 68,888 $4,799,000 -1,406
   AE Wealth Management LLC 632 - 2023-12-31 66,384 $4,429,000 -183,544
   Great Diamond Partners LLC 23 - 2024-03-31 62,540 $4,357,000 -999
   HIGHTOWER ADVISORS, LLC 1048 - 2024-03-31 57,570 $4,008,000 -552
   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
   Private Advisor Group LLC 555 - 2024-03-31 54,930 $3,827,000 -900
   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
   FSB PREMIER WEALTH MANAGEMENT INC. 16 - 2024-03-31 44,254 $3,083,000 -96
   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
   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
   FINANCIAL NETWORK 844 - 2023-12-31 40,652 $2,605,000 -617
   BSC PRIVATE WEALTH MANAGEMENT LLC 53 - 2024-03-31 30,489 $2,124,000 -320
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1819 - 2024-03-31 27,367 $1,907,000 -34,484
   ATRIA INVESTMENTS LLC 623 - 2023-12-31 29,432 $1,886,000 -6,093
   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
   NewEdge Wealth LLC 346 - 2024-03-31 26,295 $1,759,000 -1,557
   Kingsview Wealth Management LLC 378 - 2024-03-31 23,528 $1,639,000 -279
   SIGNALPOINT ASSET MANAGEMENT, LLC 46 - 2024-03-31 23,048 $1,606,000 -10,902
   DHJJ Financial Advisors Ltd. 30 - 2024-03-31 21,731 $1,514,000 -175
   INTL FCSTONE INC. 119 - 2024-03-31 20,606 $1,436,000 -1,294
   COMERICA BANK 1368 - 2023-12-31 21,296 $1,365,000 -408
   CoreCap Advisors LLC 221 - 2023-12-31 19,877 $1,274,000 -1,739
   MERCER GLOBAL ADVISORS INC /ADV 912 - 2023-12-31 18,202 $1,167,000 -797
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 922 - 2023-12-31 17,926 $1,149,000 -1,082
   Allen Capital Group LLC 89 - 2024-03-31 15,984 $1,114,000 -187
   PROEQUITIES INC. 271 - 2024-03-31 15,749 $1,097,000 -1,480
   We Are One Seven LLC 312 - 2023-12-31 16,477 $1,056,000 -355
   Koshinski Asset Management Inc. 198 - 2024-03-31 14,881 $1,037,000 -9,895
   SILVER OAK SECURITIES Inc 155 - 2024-03-31 13,346 $930,000 -443
   Element Wealth LLC 42 - 2024-03-31 12,467 $869,000 -196
   KESTRA PRIVATE WEALTH SERVICES LLC 609 - 2024-03-31 11,881 $828,000 -27,989
   Madrona Financial Services LLC 41 - 2024-03-31 11,843 $825,000 -79
   Concurrent Investment Advisors LLC 447 - 2024-03-31 10,544 $735,000 -1,161
   Blackhawk Capital Partners LLC. 68 - 2024-03-31 10,250 $714,000 -953
   NBC SECURITIES INC. 333 - 2024-03-31 10,058 $711,000 -175
   ABLE Financial Group LLC 74 - 2024-03-31 8,865 $618,000 -487
   Miracle Mile Advisors LLC 328 - 2024-03-31 8,824 $615,000 -115
   MCCORMACK ADVISORS INTERNATIONAL 665 - 2024-03-31 8,261 $576,000 -13
   Larson Financial Group LLC 228 - 2024-03-31 7,987 $556,000 -846
   Quantum Private Wealth LLC 96 - 2024-03-31 7,861 $548,000 -876
   PINNACLE ASSOCIATES LTD 579 - 2024-03-31 7,375 $514,000 -39
   Financial Advisory Service Inc. 209 - 2024-03-31 7,020 $489,000 -6,280
   LVM CAPITAL MANAGEMENT LTD/MI 110 - 2024-03-31 6,835 $476,000 -190
   Secure Asset Management LLC 139 - 2024-03-31 6,367 $444,000 -1,167
   Clarus Wealth Advisors 83 - 2024-03-31 6,116 $420,000 -235
   Berkshire Bank 108 - 2024-03-31 5,942 $414,000 -4,217
   Advanced Asset Management Advisors Inc 57 - 2024-03-31 5,792 $404,000 -461
   NATIONAL ASSET MANAGEMENT, INC. 928 - 2023-12-31 6,151 $394,000 -2,734
   WEDBUSH MORGAN SECURITIES INC 648 - 2023-12-31 6,110 $392,000 -878
   WealthBridge Capital Management LLC 117 - 2024-03-31 5,160 $359,000 -31
   Waterfront Wealth Inc. 182 - 2023-12-31 5,495 $352,000 -40
   RFG Advisory Group LLC 574 - 2024-03-31 5,023 $350,000 -99
   NORTHCAPE WEALTH MANAGEMENT LLC 106 - 2024-03-31 4,910 $342,000 -1,590
   Masso Torrence Wealth Management Inc. 69 - 2024-03-31 4,808 $335,000 -750
   Comprehensive Financial Consultants Institutional 137 - 2024-03-31 4,185 $292,000 -198
   ADVISORY SERVICES NETWORK, LLC 1185 - 2024-03-31 3,927 $274,000 -547
   KRAEMATON INVESTMENT ADVISORS INC 73 - 2024-03-31 3,880 $270,000 -71
   Financial Advisors Network Inc. 138 - 2023-12-31 4,200 $269,000 -420
   FOUNDERS FINANCIAL SECURITIES LLC 339 - 2024-03-31 3,614 $252,000 -316
   National Wealth Management Group LLC 119 - 2023-12-31 3,576 $229,000 -2,635
   PSI Advisors LLC 124 - 2024-03-31 3,207 $223,000 -175
   Alpha Financial Partners LLC 69 - 2023-12-31 3,448 $221,000 -1,650
   WT Wealth Management 97 - 2023-12-31 3,413 $219,000 -17,783
   Stony Point Wealth Management Inc. 72 - 2024-03-31 3,112 $217,000 -1,094
   Platform Technology Partners 182 - 2023-12-31 3,151 $212,000 -2,177
   Western Wealth Management LLC 613 - 2024-03-31 3,014 $210,000 -5,008
   Centennial Wealth Advisory LLC 132 - 2024-03-31 2,928 $204,000 -409
   Rise Advisors LLC 97 - 2024-03-31 2,638 $184,000 -22
   TUCKER ASSET MANAGEMENT LLC 112 - 2023-12-31 2,678 $172,000 -1,279
   CREATIVE FINANCIAL DESIGNS INC /ADV 555 - 2024-03-31 1,514 $105,000 -32
   Spire Wealth Management 1122 - 2024-03-31 950 $66,000 -25
   Asset Dedication LLC 430 - 2024-03-31 800 $56,000 -800
   Aptus Capital Advisors LLC 681 - 2023-12-31 673 $43,000 -50
  100 Records found
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