Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
First Trust Enhanced Short Maturity (FTSM)  
$59.80 0.00 (0.00%) as of 4:30 Tue 5/28


Download
     
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
   McGuire Investment Group LLC 40 *New 2024-03-31 82,978 $4,947,000 82,978
   Advisory Alpha LLC 98 *New 2024-03-31 43,475 $2,592,000 43,475
   Capasso Planning Partners LLC 26 *New 2024-03-31 31,754 $1,893,000 31,754
   Catalytic Wealth RIA LLC 61 *New 2024-03-31 28,794 $1,717,000 28,794
   GeoWealth Management LLC 196 *New 2024-03-31 28,297 $1,687,000 28,297
   Modern Wealth Management LLC 93 *New 2024-03-31 27,690 $1,653,000 27,690
   L.M. KOHN & COMPANY 56 *New 2024-03-31 20,321 $1,212,000 20,321
   WILLNER & HELLER LLC 40 *New 2023-12-31 12,821 $765,000 12,821
   Change Path LLC 445 *New 2024-03-31 12,567 $749,000 12,567
   White Wing Wealth Management 28 *New 2024-03-31 4,696 $280,000 4,696
   Prosperity Wealth Management Inc. 114 *New 2024-03-31 4,611 $275,000 4,611
   BRADY FAMILY WEALTH LLC 110 *New 2024-03-31 4,073 $243,000 4,073
   TFB Advisors LLC 238 *New 2024-03-31 4,043 $241,000 4,043
   Claro Advisors LLC 367 *New 2024-03-31 3,883 $232,000 3,883
   Fundamentun LLC 193 *New 2024-03-31 3,519 $210,000 3,519
   Signal Advisors Wealth LLC 284 *New 2024-03-31 3,440 $205,000 3,440
   Investors Research Corp 418 *New 2024-03-31 1,485 $89,000 1,485
   Spectrum Wealth Counsel LLC 196 *New 2024-03-31 956 $57,000 956
   YHB INVESTMENT ADVISORS, INC. 458 *New 2024-03-31 780 $47,000 780
   Register Financial Advisors LLC 373 *New 2024-03-31 630 $38,000 630
   MATHER GROUP, INC. 1128 *New 2024-03-31 235 $14,000 235
   Private Ocean LLC 336 *New 2024-03-31 214 $13,000 214
   SCBT FINANCIAL CORP 518 *New 2024-03-31 124 $7,000 124
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1803 *New 2024-03-31 90 $5,000 90
   Newbridge Financial Services Group Inc. 1016 *New 2024-03-31 27 $2,000 27
   Rakuten Securities Inc. 626 *New 2024-03-31 1 $0 1
  26 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us