RNLC Institutional Ownership
First Trust Large Cap US Equity Select ETF
1W: +0.4%
1M: +3.9%
3M: +9.2%
1Y: +27.6%
3Y: +32.5%
5Y: +85.5%
$36.26
Last traded 2024-03-26 — delisted
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Institutional Ownership — RNLC
19
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
7M
Total Invested
4
New Positions
3
Increased
6
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (21 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 71,488 | $3M | +546 | +0.8% | 36Q | SEC ↗ |
| 2 | FSB PREMIER WEALTH MANAGEMENT, INC. | 21,473 | $779K | +4 | +0.0% | 15Q | SEC ↗ |
| 3 | GOLDMAN SACHS GROUP INC | 19,223 | $697K | — | +0.0% | 15Q | SEC ↗ |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,295 | $410K | -37,494 | -76.8% | 4Q | SEC ↗ |
| 5 | MANCHESTER FINANCIAL INC | 9,339 | $339K | -21,047 | -69.3% | 15Q | SEC ↗ |
| 6 | Mariner, LLC | 7,343 | $266K | +1 | +0.0% | 16Q | SEC ↗ |
| 7 | RFG Advisory, LLC | 5,866 | $213K | -2,191 | -27.2% | 2Q | SEC ↗ |
| 8 | Allworth Financial LP | 5,584 | $202K | — | +0.0% | 10Q | SEC ↗ |
| 9 | Integrated Wealth Concepts LLC NEW | 2,596 | $94K | — | +0.0% | 1Q | SEC ↗ |
| 10 | INTERNATIONAL ASSETS INVESTMENT MANAGE NEW | 2,114 | $77K | — | +0.0% | 1Q | SEC ↗ |
| 11 | IFG Advisory, LLC NEW | 2,024 | $73K | — | +0.0% | 1Q | SEC ↗ |
| 12 | HARBOUR INVESTMENTS, INC. | 1,449 | $53K | — | +0.0% | 17Q | SEC ↗ |
| 13 | PRIVATE TRUST CO NA | 1,017 | $37K | — | +0.0% | 5Q | SEC ↗ |
| 14 | UBS Group AG | 951 | $34K | -184 | -16.2% | 8Q | SEC ↗ |
| 15 | LANARK FINANCIAL, INC. | 928 | $34K | — | +0.0% | 6Q | SEC ↗ |
| 16 | Global Retirement Partners, LLC NEW | 250 | $9K | — | +0.0% | 1Q | SEC ↗ |
| 17 | WELLS FARGO & COMPANY/MN | 1 | $0K | — | +0.0% | 15Q | SEC ↗ |
| 18 | Independent Advisor Alliance | 0 | $0K | -6,710 | -100.0% | 1Q | SEC ↗ |
| 19 | Kestra Advisory Services, LLC | 0 | $0K | -2,293 | -100.0% | 1Q | SEC ↗ |
| 20 | SILVER OAK SECURITIES, INCORPORATED | 0 | $0K | -9,180 | -100.0% | 16Q | SEC ↗ |
| 21 | OSAIC HOLDINGS, INC. | 0 | $0K | -541 | -100.0% | 25Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Integrated Wealth Concepts LLC | 2,596 | $94K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 2,114 | $77K |
| IFG Advisory, LLC | 2,024 | $73K |
| Global Retirement Partners, LLC | 250 | $9K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SILVER OAK SECURITIES, INCORPORATED | 9,180 | $333K |
| Independent Advisor Alliance | 6,710 | $243K |
| Kestra Advisory Services, LLC | 2,293 | $83K |
| OSAIC HOLDINGS, INC. | 541 | $20K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +546 | +0.8% | 71,488 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | +4 | +0.0% | 21,473 |
| Mariner, LLC | +1 | +0.0% | 7,343 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -37,494 | -76.8% | 11,295 |
| MANCHESTER FINANCIAL INC | -21,047 | -69.3% | 9,339 |
| RFG Advisory, LLC | -2,191 | -27.2% | 5,866 |
| UBS Group AG | -184 | -16.2% | 951 |