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Get Institutions for : 
First Trust Us Equity Dividend Select (RNDV)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 20    0
Total shares held : 
 559,641  
% of shares held : 
 27.98%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 124,035  
% of shares held change : 
   6.2%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 18,001
 3.22%
 
Increased Positions :
6
 128,720
 23%
 
Unchanged Positions :
6
 23,948
 4.28%
 
Decreased Positions :
6
-20,652
-3.69%
 
Closed Positions :
2
-2,034
-0.36%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 View holdings for period: 3-31-2024 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 1289 - 2024-06-30 362,762 $11,398,000 105,539
   Collaborative Wealth Managment Inc. 48 - 2024-06-30 30,732 $966,000 -6,919
   DAVIDSON D A & CO 787 - 2024-06-30 26,660 $838,000 16,932
   Private Advisor Group LLC 1345 - 2024-06-30 23,497 $738,000 291
   Kovack Advisors Inc. 279 *New 2024-06-30 18,000 $566,000 18,000
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 382 - 2024-06-30 17,543 $551,000 350
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3400 - 2024-06-30 15,909 $500,000 -10,015
   ENVESTNET ASSET MANAGEMENT INC 3499 - 2024-06-30 13,804 $434,000 5,422
   COMMONWEALTH EQUITY SERVICES LLC. 3054 - 2024-06-30 11,839 $372,000 186
   Private Portfolio Partners LLC 68 - 2024-06-30 9,774 $307,000 0
   GOLDMAN SACHS GROUP INC/ 4146 - 2024-06-30 9,372 $294,000 0
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 644 - 2024-06-30 7,251 $228,000 -1,535
   Advisor Group Holdings Inc. 3470 - 2024-06-30 6,697 $210,000 -2,038
   Global Retirement Partners LLC 997 - 2024-06-30 4,800 $151,000 0
   Ahrens Investment Partners LLC 208 *New 2023-03-31 3,926 $111,000 3,926
   NBC SECURITIES INC. 1317 - 2024-06-30 950 $29,000 -144
   IFP Advisors Inc 2752 - 2024-06-30 48 $2,000 -1
   UBS Group AG 7651 *Closed 2024-06-30 0 $0 -84
   ICA Group Wealth Management LLC 1146 *Closed 2024-06-30 0 $0 -1,950
   FMR LLC 5308 *New 2024-06-30 1 $0 1
   WELLS FARGO & CO/MN 6613 - 2024-06-30 1 $0 0
   MORGAN STANLEY 7607 - 2024-06-30 1 $0 0
   PROEQUITIES INC. 10073 - 2024-06-30 0 $0 0
  23 Records found
  1    
  Page 1 of 1
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