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FID Institutional Ownership

First Trust S&P International Dividend Aristocrats ETF
1W: -1.4% 1M: -3.1% 3M: +2.9% YTD: +7.9% 1Y: +14.6% 3Y: +68.0% 5Y: +52.8%
$22.23
+0.12 (+0.54%)
 
Weekly Expected Move ±1.4%
$22 $22 $22 $23 $23
ETF NASDAQ · AUM $154.7M

Institutional Ownership — FID

80
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
121M
Total Invested
7
New Positions
37
Increased
24
Reduced
7
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (86 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 1,125,087 $25M +47,353 +4.4% 32Q SEC ↗
2 Wagner Wealth Management, LLC 820,933 $18M +9,544 +1.2% 16Q SEC ↗
3 Cambridge Investment Research Advisors 435,288 $10M +40,962 +10.4% 2Q SEC ↗
4 Hobart Private Capital, LLC 302,122 $7M +7,744 +2.6% 11Q SEC ↗
5 RAYMOND JAMES FINANCIAL INC 270,301 $6M +15,476 +6.1% 7Q SEC ↗
6 STIFEL FINANCIAL CORP 261,296 $6M +12,997 +5.2% 26Q SEC ↗
7 ENVESTNET ASSET MANAGEMENT INC 255,753 $6M -17,782 -6.5% 23Q SEC ↗
8 D.A. DAVIDSON & CO. 248,015 $6M +1,575 +0.6% 5Q SEC ↗
9 Ethos Financial Group, LLC 240,035 $5M +157,133 +189.5% 2Q SEC ↗
10 ROYAL BANK OF CANADA 206,614 $5M +50,808 +32.6% 32Q SEC ↗
11 Cetera Investment Advisers 135,207 $3M +22,746 +20.2% 14Q SEC ↗
12 Entruity Wealth, LLC 126,799 $3M -133,331 -51.3% 7Q SEC ↗
13 BlueChip Wealth Advisors LLC 117,760 $3M +5,979 +5.3% 10Q SEC ↗
14 Janney Montgomery Scott LLC 100,783 $2M -37,375 -27.1% 21Q SEC ↗
15 OSAIC HOLDINGS, INC. 98,751 $2M +19,180 +24.1% 26Q SEC ↗
16 Signal Advisors Wealth, LLC 86,686 $2M +17,800 +25.8% 6Q SEC ↗
17 Coppell Advisory Solutions LLC NEW 81,092 $2M — +0.0% 1Q SEC ↗
18 Concurrent Investment Advisors, LLC 79,588 $2M +13,585 +20.6% 11Q SEC ↗
19 Gateway Wealth Partners, LLC 76,542 $2M -72,436 -48.6% 10Q SEC ↗
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 73,301 $2M -9,637 -11.6% 2Q SEC ↗
21 Envestnet Portfolio Solutions, Inc. 65,244 $1M -88 -0.1% 12Q SEC ↗
22 Kestra Advisory Services, LLC 58,250 $1M -5,206 -8.2% 18Q SEC ↗
23 Orion Porfolio Solutions, LLC 48,741 $1M +1,184 +2.5% 14Q SEC ↗
24 BENJAMIN EDWARDS INC 43,334 $964K -3,807 -8.1% 15Q SEC ↗
25 Formidable Asset Management, LLC 43,204 $961K +13,702 +46.4% 10Q SEC ↗
26 WEDBUSH SECURITIES INC NEW 34,825 $774K — +0.0% 1Q SEC ↗
27 Lansing Street Advisors 34,537 $768K +609 +1.8% 11Q SEC ↗
28 TWIN PEAKS WEALTH ADVISORS, LLC 26,810 $596K -149 -0.6% 11Q SEC ↗
29 Sigma Planning Corp 25,023 $556K +592 +2.4% 22Q SEC ↗
30 MML INVESTORS SERVICES, LLC 24,211 $538K +10,265 +73.6% 14Q SEC ↗
31 PRINCIPAL SECURITIES, INC. 22,854 $508K — +0.0% 11Q SEC ↗
32 CARLSON FINANCIAL, INC. 21,563 $479K +1,582 +7.9% 3Q SEC ↗
33 AMERIFLEX GROUP, INC. 19,061 $424K — +0.0% 4Q SEC ↗
34 CITADEL ADVISORS LLC NEW 18,141 $403K — +0.0% 1Q SEC ↗
35 COMMONWEALTH EQUITY SERVICES, LLC 17,577 $391K -32,030 -64.6% 15Q SEC ↗
36 Atria Investments, Inc 16,085 $358K -23 -0.1% 9Q SEC ↗
37 FSB PREMIER WEALTH MANAGEMENT, INC. 13,738 $305K +57 +0.4% 14Q SEC ↗
38 Fort Point Capital Partners LLC 13,593 $302K — +0.0% 24Q SEC ↗
39 Asset Allocation Strategies LLC 11,488 $255K +1,742 +17.9% 2Q SEC ↗
40 Triad Wealth Partners, LLC 10,067 $224K -9,726 -49.1% 3Q SEC ↗
41 IAMS WEALTH MANAGEMENT, LLC 9,989 $222K -291 -2.8% 12Q SEC ↗
42 VAQUERO PRIVATE WEALTH, LTD NEW 9,411 $209K — +0.0% 1Q SEC ↗
43 FMR LLC 9,024 $201K +3,250 +56.3% 4Q SEC ↗
44 Steward Partners Investment Advisory, 9,000 $200K — +0.0% 29Q SEC ↗
45 Rockefeller Capital Management L.P. 7,821 $174K +2,511 +47.3% 4Q SEC ↗
46 JPMORGAN CHASE & CO 7,506 $167K +329 +4.6% 3Q SEC ↗
47 IFG Advisory, LLC NEW 6,129 $136K — +0.0% 1Q SEC ↗
48 HARBOUR INVESTMENTS, INC. 5,337 $119K -176 -3.2% 17Q SEC ↗
49 AE Wealth Management LLC 4,560 $101K +247 +5.7% 7Q SEC ↗
50 Arax Advisory Partners 4,420 $98K +3,279 +287.4% 3Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
Ethos Financial Group, LLC +157,133 +189.5% 240,035
ROYAL BANK OF CANADA +50,808 +32.6% 206,614
LPL Financial LLC +47,353 +4.4% 1,125,087
Cambridge Investment Research Advis +40,962 +10.4% 435,288
Cetera Investment Advisers +22,746 +20.2% 135,207
OSAIC HOLDINGS, INC. +19,180 +24.1% 98,751
Signal Advisors Wealth, LLC +17,800 +25.8% 86,686
RAYMOND JAMES FINANCIAL INC +15,476 +6.1% 270,301
Formidable Asset Management, LLC +13,702 +46.4% 43,204
Concurrent Investment Advisors, LLC +13,585 +20.6% 79,588
STIFEL FINANCIAL CORP +12,997 +5.2% 261,296
MML INVESTORS SERVICES, LLC +10,265 +73.6% 24,211
Wagner Wealth Management, LLC +9,544 +1.2% 820,933
Hobart Private Capital, LLC +7,744 +2.6% 302,122
BlueChip Wealth Advisors LLC +5,979 +5.3% 117,760
Arax Advisory Partners +3,279 +287.4% 4,420
FMR LLC +3,250 +56.3% 9,024
Rockefeller Capital Management L.P. +2,511 +47.3% 7,821
Asset Allocation Strategies LLC +1,742 +17.9% 11,488
CARLSON FINANCIAL, INC. +1,582 +7.9% 21,563
Biggest Decreases (17)
HolderReducedChange %Total Shares
Entruity Wealth, LLC -133,331 -51.3% 126,799
Gateway Wealth Partners, LLC -72,436 -48.6% 76,542
Janney Montgomery Scott LLC -37,375 -27.1% 100,783
COMMONWEALTH EQUITY SERVICES, LLC -32,030 -64.6% 17,577
ENVESTNET ASSET MANAGEMENT INC -17,782 -6.5% 255,753
Triad Wealth Partners, LLC -9,726 -49.1% 10,067
SUSQUEHANNA INTERNATIONAL GROUP, LL -9,637 -11.6% 73,301
Kestra Advisory Services, LLC -5,206 -8.2% 58,250
BENJAMIN EDWARDS INC -3,807 -8.1% 43,334
TUCKER ASSET MANAGEMENT LLC -1,236 -38.7% 1,958
IAMS WEALTH MANAGEMENT, LLC -291 -2.8% 9,989
HARBOUR INVESTMENTS, INC. -176 -3.2% 5,337
TWIN PEAKS WEALTH ADVISORS, LLC -149 -0.6% 26,810
Darwin Wealth Management, LLC -108 -3.3% 3,155
Envestnet Portfolio Solutions, Inc. -88 -0.1% 65,244
Atria Investments, Inc -23 -0.1% 16,085
SBI Securities Co., Ltd. -4 -26.7% 11

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms