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Get Institutions for : 
First Trust Low Beta Income (FTLB)  
$20.46 0.05 (0.24%) as of 4:30 Fri 6/14


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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  : 
0.25 (1.24%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 874 - 2024-03-31 1,134,135 $23,295,000 248,018
   Integrated Wealth Concepts LLC 138 - 2024-03-31 568,734 $11,682,000 8,250
   Laurel Wealth Advisors Inc. 16 - 2022-12-31 539,912 $9,740,000 249,029
   Ameritas Advisory Services LLC 218 - 2024-03-31 107,445 $2,160,000 62,512
   Snowden Capital Advisors LLC 304 - 2024-03-31 101,441 $2,084,000 35,043
   Cetera Investment Advisers 1524 - 2024-03-31 98,956 $2,033,000 77,330
   Sowell Financial Services LLC 256 - 2024-03-31 83,690 $1,719,000 4,223
   Kestra Advisory Services LLC 1009 - 2024-03-31 71,680 $1,472,000 57,049
   DAVIDSON D A & CO 623 - 2024-03-31 68,526 $1,408,000 38,600
   ENVESTNET ASSET MANAGEMENT INC 2835 - 2024-03-31 62,971 $1,293,000 4,490
   H D Vest Advisory Services 692 - 2024-03-31 57,157 $1,174,000 43,875
   Elevated Capital Advisors LLC 93 - 2024-03-31 47,619 $978,000 2,744
   Goss Wealth Management LLC 1046 - 2024-03-31 42,787 $879,000 21,388
   MML INVESTORS SERVICES LLC 1514 - 2024-03-31 39,955 $821,000 1,959
   Advisor Group Holdings Inc. 2507 - 2024-03-31 39,740 $816,000 6,911
   CWM LLC 972 - 2024-03-31 36,061 $741,000 13,337
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1983 - 2024-03-31 33,988 $698,000 8,027
   Virtue Capital Management LLC 176 - 2024-03-31 29,280 $597,000 4,000
   FINANCIAL NETWORK 1860 - 2024-03-31 27,156 $558,000 8,908
   Capital Investment Advisory Services LLC 286 - 2024-03-31 25,665 $527,000 7,081
   Pensionmark Financial Group LLC 208 - 2024-03-31 25,589 $526,000 1,089
   BB&T CORP 1918 - 2024-03-31 25,467 $523,000 3,515
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1594 - 2024-03-31 23,500 $483,000 7,000
   MORGAN STANLEY 5346 - 2024-03-31 15,001 $308,000 14,999
   Arete Wealth Advisors LLC 349 - 2024-03-31 13,445 $276,000 2,807
   COMMONWEALTH EQUITY SERVICES LLC. 3423 - 2024-03-31 11,927 $245,000 592
   Resources Investment Advisors Inc. 996 - 2024-03-31 10,925 $224,000 107
   PROEQUITIES INC. 646 - 2024-03-31 10,659 $219,000 1,597
   Steward Partners Investment Advisory LLC 2195 - 2024-03-31 2,019 $41,000 487
  29 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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