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Get Institutions for : 
First Trust Enhanced Short Maturity (FTSM)  
$59.80 0.00 (0.00%) as of 4:30 Tue 5/28


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 385    9
Total shares held : 
 88,279,733  
% of shares held : 
 10.4%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -100  
Amount of shares held : 
 -3,586,337  
% of shares held change : 
   -0.42%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $59.44  
Last Quarter's Ending Price : 
 $59.66  
Last Quarter's Average Price : 
 $59.61  
Change from last quarter's     
avg. price to the last closing  : 
0.19 (0.32%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
24
 822,099
 0.93%
 
Increased Positions :
107
 5,137,266
 5.82%
 
Unchanged Positions :
56
 1,851,092
 2.1%
 
Decreased Positions :
198
-8,799,423
-9.97%
 
Closed Positions :
33
-746,279
-0.85%
 
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
   MORGAN STANLEY 277 - 2024-03-31 13,276,087 $791,520,000 -683,179
   WELLS FARGO & CO/MN 157 - 2024-03-31 8,175,036 $487,396,000 -476,603
   LPL FINANCIAL CORP 85 - 2024-03-31 8,038,412 $479,250,000 -461,940
   UBS Group AG 241 - 2024-03-31 4,046,977 $241,281,000 -357,488
   BANK OF AMERICA CORP /DE/ 651 - 2024-03-31 3,106,534 $185,212,000 -289,774
   ROYAL BANK OF CANADA 348 - 2024-03-31 2,729,292 $162,721,000 -352,690
   Advisor Group Holdings Inc. 59 - 2024-03-31 2,217,151 $132,191,000 -498,178
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 118 - 2024-03-31 1,970,442 $117,478,000 -269,918
   Cetera Investment Advisers 86 - 2024-03-31 1,612,862 $96,159,000 1,321,695
   TUCKER ASSET MANAGEMENT LLC 1 - 2023-12-31 1,334,127 $79,594,000 -33,359
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 52 - 2024-03-31 1,331,768 $79,400,000 -167,267
   RENAISSANCE TECHNOLOGIES LLC 199 - 2024-03-31 1,267,700 $75,580,000 -31,400
   FIRST TRUST ADVISORS LP 358 - 2024-03-31 1,131,681 $67,471,000 -599,332
   Bramshill Investments LLC 4 - 2024-03-31 1,125,773 $67,119,000 980,649
   MULTIFINANCIAL SECURITIES CORP 27 - 2024-03-31 1,104,625 $65,858,000 -69,165
   Csenge Advisory Group 4 - 2024-03-31 1,053,209 $62,792,000 57,170
   PROSPERA FINANCIAL SERVICES 3 - 2023-12-31 988,294 $58,962,000 196,989
   RAYMOND JAMES & ASSOCIATES 381 - 2024-03-31 954,781 $56,924,000 -203,152
   Coppell Advisory Solutions LLC 1 - 2023-12-31 896,817 $53,504,000 546,978
   COMMONWEALTH EQUITY SERVICES LLC. 231 - 2024-03-31 831,739 $49,588,000 -352,571
   Hansen & Associates Financial Group Inc. 2 - 2024-03-31 802,550 $47,920,000 190,510
   MARINER WEALTH ADVISORS, LLC 208 - 2024-03-31 737,857 $43,991,000 54,067
   IFP Advisors Inc 2 - 2023-12-31 732,844 $43,721,000 -153,073
   ENVESTNET ASSET MANAGEMENT INC 722 - 2024-03-31 725,921 $43,279,000 36,424
   STIFEL FINANCIAL CORP 337 - 2024-03-31 720,730 $42,970,000 -226,448
   JANE STREET GROUP LLC 268 - 2024-03-31 706,040 $42,094,000 551,897
   ATRIA INVESTMENTS LLC 35 - 2024-03-31 611,586 $36,463,000 37,527
   GRADIENT INVESTMENTS LLC 26 - 2024-03-31 591,977 $35,294,000 -16,711
   MANCHESTER FINANCIAL INC 3 - 2024-03-31 547,075 $32,617,000 -20,715
   Coppell Advisory Solutions Corp. 2 - 2024-03-31 545,893 $32,546,000 -440,552
   FINANCIAL NETWORK 143 - 2024-03-31 475,618 $28,356,000 138,487
   Kestra Advisory Services LLC 114 - 2024-03-31 449,724 $26,813,000 -24,823
   Harvest Investment Services LLC 1 - 2024-03-31 432,980 $25,814,000 6,126
   HARBOUR INVESTMENTS INC. 16 - 2023-12-31 431,136 $25,722,000 124,661
   Baird Financial Group Inc. 292 - 2024-03-31 398,242 $23,743,000 -68,141
   JANNEY MONTGOMERY SCOTT LLC 293 - 2024-03-31 384,495 $22,924,000 17,455
   Avestar Capital LLC 7 - 2024-03-31 371,988 $22,178,000 -140,703
   H D Vest Advisory Services 86 - 2024-03-31 362,373 $21,605,000 34,483
   WEALTHSOURCE PARTNERS LLC 15 - 2023-12-31 343,635 $20,501,000 97,242
   Steward Partners Investment Advisory LLC 89 - 2024-03-31 339,065 $20,215,000 -20,552
   PARK NATIONAL CORP /OH/ 44 - 2024-03-31 326,489 $19,465,000 -21,687
   Kingsview Wealth Management LLC 36 - 2024-03-31 319,903 $19,073,000 5,564
   Private Advisor Group LLC 154 - 2024-03-31 300,089 $17,891,000 4,967
   AJ WEALTH STRATEGIES LLC 27 - 2023-06-30 299,599 $17,799,000 -744,085
   Goss Wealth Management LLC 138 - 2024-03-31 297,540 $17,739,000 -30,289
   HBK SORCE ADVISORY LLC 18 - 2024-03-31 295,721 $17,631,000 21,777
   RiverTree Advisors LLC 1 - 2024-03-31 295,568 $17,622,000 4,384
   Simplicity WealthLLC 45 - 2024-03-31 272,664 $16,256,000 -11,519
   KESTRA PRIVATE WEALTH SERVICES LLC 61 - 2024-03-31 268,488 $16,007,000 -14,054
   Triumph Capital Management 1 - 2024-03-31 265,678 $15,837,000 -29,690
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 437 - 2024-03-31 264,106 $15,746,000 106,007
   HIGHTOWER ADVISORS, LLC 548 - 2024-03-31 261,993 $15,630,000 27,823
   BB&T CORP 490 - 2024-03-31 260,595 $15,537,000 -3,176
   Pine Valley Investments Ltd Liability Co 14 - 2024-03-31 250,057 $14,950,000 -82,369
   Atria Wealth Solutions Inc. 136 - 2024-03-31 244,723 $14,611,000 -81,218
   SHELTON WEALTH MANAGEMENT LLC 1 - 2024-03-31 237,851 $14,181,000 -15,851
   PROEQUITIES INC. 16 - 2024-03-31 231,063 $13,833,000 5,795
   1776 WEALTH LLC 4 - 2024-03-31 231,149 $13,781,000 -12,918
   INTL FCSTONE INC. 12 - 2024-03-31 229,917 $13,764,000 -7,622
   Capital Investment Advisory Services LLC 10 - 2024-03-31 227,576 $13,568,000 -308
   TD CAPITAL MANAGEMENT LLC 19 - 2024-03-31 217,045 $12,940,000 -7,204
   FSC Wealth Advisors LLC 2 - 2024-03-31 213,278 $12,716,000 -5,916
   ORBA Wealth Advisors L.L.C. 1 - 2024-03-31 212,029 $12,641,000 -416
   CITIGROUP INC 798 - 2024-03-31 208,079 $12,406,000 -14,572
   LAKE STREET FINANCIAL LLC 9 - 2024-03-31 206,259 $12,297,000 -22,747
   OPPENHEIMER & CO INC 113 - 2024-03-31 198,440 $11,831,000 -28,124
   HPM Partners LLC 416 - 2024-03-31 196,597 $11,721,000 333
   Western Wealth Management LLC 21 - 2024-03-31 191,171 $11,398,000 30,134
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 439 - 2024-03-31 188,752 $11,253,000 15,540
   Schwallier Wealth Management LLC 5 - 2024-03-31 183,383 $10,933,000 -162,496
   Gladstone Institutional Advisory LLC 33 - 2024-03-31 179,660 $10,711,000 -14,866
   Stratos Wealth Advisors LLC 32 - 2024-03-31 178,582 $10,647,000 114,089
   Sigma Planning Corp 51 - 2024-03-31 177,970 $10,611,000 83,994
   JAFFETILCHIN INVESTMENT PARTNERS LLC 26 - 2024-03-31 172,586 $10,290,000 3,616
   Mainsail Financial Group LLC 3 - 2024-03-31 170,678 $10,176,000 1,943
   Rockefeller Capital Management L.P. 493 - 2024-03-31 169,356 $10,097,000 -22,071
   MML INVESTORS SERVICES LLC 411 - 2024-03-31 168,117 $10,023,000 10,651
   Cassia Capital Partners LLC 4 - 2024-03-31 158,856 $9,471,000 -176,648
   Ellsworth Advisors LLC 3 - 2024-03-31 155,871 $9,304,000 -2,779
   GDS Wealth Management 48 - 2024-03-31 155,275 $9,257,000 -238,179
   CI Private Wealth LLC 539 - 2024-03-31 155,203 $9,253,000 -25,964
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 438 - 2024-03-31 151,713 $9,045,000 -31,877
   Sterling Manor Financial LLC 6 - 2024-03-31 151,542 $9,035,000 24,909
   TOWNSQUARE CAPITAL LLC 151 - 2024-03-31 150,282 $8,960,000 49,557
   NATIONAL ASSET MANAGEMENT, INC. 88 - 2024-03-31 141,787 $8,457,000 19,779
   Synergy Financial Management LLC 17 - 2024-03-31 141,141 $8,415,000 -25,605
   Foundations Investment Advisors LLC 82 - 2024-03-31 141,085 $8,411,000 -25,553
   Long Run Wealth Advisors LLC 14 - 2024-03-31 140,370 $8,369,000 1,717
   Twin Peaks Wealth Advisors LLC 4 - 2024-03-31 133,899 $7,983,000 12,859
   Nilsine Partners LLC 22 - 2024-03-31 130,569 $7,785,000 -6,087
   COMERICA BANK 531 - 2024-03-31 124,009 $7,393,000 -1,972
   BNP PARIBAS ARBITRAGE SA 824 - 2024-03-31 121,180 $7,225,000 32,467
   Creekmur Asset Management LLC 10 - 2024-03-31 118,605 $7,071,000 -31,201
   Financial Enhancement Group LLC 33 - 2024-03-31 112,205 $6,698,000 -71,667
   IFRAH FINANCIAL SERVICES INC 15 - 2024-03-31 112,190 $6,689,000 6,060
   Kinloch Capital LLC 2 - 2024-03-31 106,579 $6,354,000 36,700
   Luken Investment Analytics LLC 12 - 2024-03-31 106,521 $6,351,000 -55,392
   We Are One Seven LLC 74 - 2024-03-31 105,896 $6,314,000 -5,996
   Shilanski & Associates Inc. 12 - 2024-03-31 105,324 $6,297,000 1,835
   Equitable Holdings Inc. 206 - 2024-03-31 105,270 $6,276,000 -8,902
  100 Records found
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