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Get Institutions for : 
First Trust Low Beta Income (FTLB)  
$20.57 0.03 (0.15%) as of 4:30 Tue 6/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 44    11
Total shares held : 
 2,772,473  
% of shares held : 
 46.21%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   13  
Amount of shares held : 
 278,589  
% of shares held change : 
   4.64%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $19.76  
Last Quarter's Ending Price : 
 $20.54  
Last Quarter's Average Price : 
 $20.21  
Change from last quarter's     
avg. price to the last closing  : 
0.36 (1.78%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 246,975
 8.91%
 
Increased Positions :
13
 331,029
 11.94%
 
Unchanged Positions :
7
 137,605
 4.96%
 
Decreased Positions :
11
-114,931
-4.15%
 
Closed Positions :
2
-184,484
-6.65%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 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
   JANE STREET GROUP LLC 2263 *New 2024-03-31 95,942 $1,971,000 95,942
   MULTIFINANCIAL SECURITIES CORP 967 *New 2024-03-31 71,300 $1,465,000 71,300
   OLD MISSION CAPITAL LLC 427 *New 2024-03-31 41,514 $853,000 41,514
   IHT Wealth Management LLC 552 *New 2024-03-31 31,637 $650,000 31,637
   MARSHALL WACE LLP 1642 *New 2024-03-31 25,699 $528,000 25,699
   Brookstone Capital Management 616 *New 2024-03-31 24,890 $511,000 24,890
   Sterling Manor Financial LLC 25 *New 2024-03-31 11,322 $233,000 11,322
   Envestnet Portfolio Solutions Inc. 1550 *New 2024-03-31 10,040 $206,000 10,040
   Financial Gravity Wealth Inc. 267 *New 2024-03-31 1,500 $31,000 1,500
   Tyler-Stone Wealth Management 498 *New 2024-03-31 1,010 $21,000 1,010
   PRINCIPAL SECURITIES INC. 2325 *New 2024-03-31 505 $10,000 505
   Investors Research Corp 756 *New 2024-03-31 338 $7,000 338
  12 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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