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Get Institutions for : 
First Trust S&P Int Div Aristocrats ETF (YDIV)  
$16.28 0.20 (1.24%) as of 4:30 Thu 5/9


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 52    3
Total shares held : 
 3,039,008  
% of shares held : 
 37.99%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 -326,968  
% of shares held change : 
   -4.09%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $14.40  
Last Quarter's Ending Price : 
 $16.12  
Last Quarter's Average Price : 
 $15.03  
Change from last quarter's     
avg. price to the last closing  : 
1.25 (8.32%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 79,663
 2.62%
 
Increased Positions :
17
 176,584
 5.81%
 
Unchanged Positions :
13
 93,600
 3.08%
 
Decreased Positions :
18
-487,171
-16.03%
 
Closed Positions :
7
-96,044
-3.16%
 
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 1234 - 2023-12-31 632,685 $10,199,000 7,719
   Wagner Wealth Management LLC 12 - 2024-03-31 518,694 $8,273,000 348,240
   ENVESTNET ASSET MANAGEMENT INC 2123 - 2023-12-31 217,726 $3,510,000 14,257
   RAYMOND JAMES & ASSOCIATES 1833 - 2024-03-31 208,748 $3,330,000 19,931
   Advisor Group Holdings Inc. 1662 - 2023-12-31 160,380 $2,585,000 -69,136
   Elevated Capital Advisors LLC 45 - 2024-03-31 148,890 $2,375,000 7,987
   COMMONWEALTH EQUITY SERVICES LLC. 1704 - 2024-03-31 137,480 $2,193,000 3,859
   OLD MISSION CAPITAL LLC 310 - 2023-12-31 101,562 $1,637,000 43,881
   Hobart Private Capital LLC 36 - 2024-03-31 98,376 $1,569,000 29,165
   JANNEY MONTGOMERY SCOTT LLC 1270 - 2024-03-31 96,689 $1,542,000 -3,877
   NBC SECURITIES INC. 146 - 2024-03-31 95,663 $1,525,000 -36,611
   Orion Portfolio Solutions LLC 792 - 2023-12-31 86,677 $1,395,000 -12,246
   Envestnet Portfolio Solutions Inc. 706 - 2023-12-31 82,235 $1,326,000 -4,497
   JANE STREET GROUP LLC 3008 - 2023-12-31 73,138 $1,179,000 73,138
   Fort Point Capital Partners LLC 105 - 2023-12-31 56,128 $905,000 -35,011
   STIFEL FINANCIAL CORP 2207 - 2023-12-31 55,030 $887,000 -2,296
   Atria Wealth Solutions Inc. 1114 - 2023-12-31 36,478 $588,000 10,526
   Concurrent Investment Advisors LLC 461 - 2023-12-31 36,000 $580,000 0
   Kestra Advisory Services LLC 1427 - 2023-12-31 35,552 $573,000 -2,942
   RAYMOND JAMES TRUST CO 695 - 2024-03-31 33,484 $534,000 0
   Cetera Investment Advisers 1491 - 2023-12-31 30,873 $498,000 633
   Lansing Street Advisors - 2024-03-31 27,798 $443,000 405
   Sigma Planning Corp - 2024-03-31 27,511 $439,000 9,842
   BENJAMIN F. EDWARDS & COMPANY INC. 680 - 2024-03-31 27,202 $434,000 -4,945
   BlueChip Wealth Advisors LLC *New 2024-03-31 25,878 $413,000 25,878
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2709 - 2024-03-31 22,730 $363,000 -196,347
   MML INVESTORS SERVICES LLC 1939 - 2023-12-31 22,158 $357,000 1,210
   PRINCIPAL SECURITIES INC. 776 - 2023-12-31 18,724 $302,000 0
   Stratos Wealth Partners LTD. 1120 - 2024-03-31 17,160 $274,000 2,112
   FSB PREMIER WEALTH MANAGEMENT INC. 142 - 2023-12-31 15,566 $251,000 59
   Coppell Advisory Solutions LLC 241 - 2023-12-31 14,874 $240,000 4,144
   IAMS WEALTH MANAGEMENT LLC 107 - 2024-03-31 14,674 $229,000 560
   Twin Peaks Wealth Advisors LLC 118 - 2024-03-31 13,950 $223,000 2,333
   Coppell Advisory Solutions Corp. 188 - 2023-03-31 13,096 $205,000 2,366
   IHT Wealth Management LLC 912 - 2023-12-31 12,148 $196,000 -125
   TUCKER ASSET MANAGEMENT LLC 107 - 2023-12-31 12,052 $194,000 -41
   HARBOUR INVESTMENTS INC. 911 - 2023-12-31 10,764 $174,000 5
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3041 - 2024-03-31 10,573 $169,000 -6,464
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4970 *New 2023-12-31 10,346 $167,000 10,346
   Old Port Advisors 202 - 2023-09-30 10,211 $150,000 0
   Steward Partners Investment Advisory LLC 1650 - 2023-12-31 6,700 $108,000 0
   EPG Wealth Management LLC 280 - 2023-12-31 4,834 $73,000 0
   BENJAMIN EDWARDS INC 453 - 2024-03-31 4,010 $64,000 219
   IFP Advisors Inc 1503 - 2023-12-31 3,140 $51,000 -200
   ROYAL BANK OF CANADA 5313 - 2023-12-31 2,979 $48,000 4
   Raleigh Capital Management Inc. 289 - 2023-12-31 2,839 $46,000 27
   MTM Investment Management LLC 231 - 2024-03-31 2,060 $33,000 0
   UBS Group AG 5565 - 2023-12-31 1,764 $28,000 244
   ICA Group Wealth Management LLC 651 *New 2023-12-31 1,695 $27,000 1,695
   Coastal Investment Advisors Inc. 636 - 2024-03-31 1,273 $20,000 1,273
   Capital Analysts Inc. 795 - 2023-12-31 1,205 $19,000 0
   MORGAN STANLEY 6315 - 2023-12-31 886 $14,000 0
   NATIONAL BANK OF CANADA /FI/ 2197 - 2023-12-31 170 $3,000 0
   Geneos Wealth Management Inc. - 2024-03-31 219 $3,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 1660 *Closed 2024-03-31 0 $0 -105
   Harwood Advisory Group LLC 148 *Closed 2023-12-31 0 $0 -10,516
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   Equitable Holdings Inc. 1127 *Closed 2023-12-31 0 $0 -11,480
   WELLS FARGO & CO/MN 6276 - 2023-12-31 1 $0 0
   Gateway Wealth Partners LLC 259 *Closed 2023-12-31 0 $0 -10,513
   TOWER RESEARCH CAPITAL LLC 6166 *Closed 2023-12-31 0 $0 -420
   GRADIENT INVESTMENTS LLC 1654 *Closed 2024-03-31 0 $0 -977
   FINANCIAL NETWORK 2862 *Closed 2023-12-31 0 $0 -12,584
   FMR LLC 5442 *New 2023-12-31 1 $0 1
   Main Street Financial Solutions LLC 516 *Closed 2024-03-31 0 $0 -13,700
  65 Records found
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