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FTCE Institutional Ownership

First Trust New Constructs Core Earnings Leaders ETF
1W: -1.3% 1M: -1.4% 3M: -1.4% YTD: +8.6% 1Y: +9.6%
$27.16
-0.16 (-0.58%)
 
Weekly Expected Move ±2.0%
$26 $27 $27 $28 $28
ETF AMEX · AUM $81.5M

Institutional Ownership — FTCE

13
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
73M
Total Invested
4
New Positions
6
Increased
2
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (14 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Horizon Advisory Services, Inc. 1,871,663 $51M +84,485 +4.7% 7Q SEC ↗
2 Luken Investment Analytics, LLC 286,680 $8M +66,551 +30.2% 4Q SEC ↗
3 HARBOUR INVESTMENTS, INC. 149,806 $4M -3,366 -2.2% 3Q SEC ↗
4 THOROUGHBRED FINANCIAL SERVICES, LLC 113,931 $3M +23,549 +26.1% 3Q SEC ↗
5 Accurate Wealth Management, LLC 74,067 $2M +28,627 +63.0% 4Q SEC ↗
6 KINGSWOOD WEALTH ADVISORS, LLC 64,195 $2M +14,521 +29.2% 2Q SEC ↗
7 MSH Capital Advisors LLC NEW 36,299 $986K — +0.0% 1Q SEC ↗
8 LPL Financial LLC NEW 34,424 $935K — +0.0% 1Q SEC ↗
9 Tower Research Capital LLC (TRC) 30,583 $831K +6,723 +28.2% 2Q SEC ↗
10 OneDigital Investment Advisors LLC 15,035 $408K -32 -0.2% 3Q SEC ↗
11 JPMORGAN CHASE & CO NEW 4,172 $113K — +0.0% 1Q SEC ↗
12 UBS Group AG NEW 185 $5K — +0.0% 1Q SEC ↗
13 ASSETMARK, INC 45 $1K — +0.0% 3Q SEC ↗
14 CITADEL ADVISORS LLC 0 $0K -42,201 -100.0% 1Q SEC ↗

Recent Activity

New Positions (4)
HolderSharesValue
MSH Capital Advisors LLC 36,299 $986K
LPL Financial LLC 34,424 $935K
JPMORGAN CHASE & CO 4,172 $113K
UBS Group AG 185 $5K
Sold Out (1)
HolderPrev SharesPrev Value
CITADEL ADVISORS LLC 42,201 $1M
Biggest Increases (6)
HolderAddedChange %Total Shares
Horizon Advisory Services, Inc. +84,485 +4.7% 1,871,663
Luken Investment Analytics, LLC +66,551 +30.2% 286,680
Accurate Wealth Management, LLC +28,627 +63.0% 74,067
THOROUGHBRED FINANCIAL SERVICES, LL +23,549 +26.1% 113,931
KINGSWOOD WEALTH ADVISORS, LLC +14,521 +29.2% 64,195
Tower Research Capital LLC (TRC) +6,723 +28.2% 30,583
Biggest Decreases (2)
HolderReducedChange %Total Shares
HARBOUR INVESTMENTS, INC. -3,366 -2.2% 149,806
OneDigital Investment Advisors LLC -32 -0.2% 15,035

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