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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
   Cetera Investment Advisers 86 - 2024-03-31 1,612,862 $96,159,000 1,321,695
   Bramshill Investments LLC 4 - 2024-03-31 1,125,773 $67,119,000 980,649
   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
   Coppell Advisory Solutions LLC 1 - 2023-12-31 896,817 $53,504,000 546,978
   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
   ENVESTNET ASSET MANAGEMENT INC 722 - 2024-03-31 725,921 $43,279,000 36,424
   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
   FINANCIAL NETWORK 143 - 2024-03-31 475,618 $28,356,000 138,487
   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
   JANNEY MONTGOMERY SCOTT LLC 293 - 2024-03-31 384,495 $22,924,000 17,455
   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
   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
   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
   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
   PROEQUITIES INC. 16 - 2024-03-31 231,063 $13,833,000 5,795
   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
   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
   MML INVESTORS SERVICES LLC 411 - 2024-03-31 168,117 $10,023,000 10,651
   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
   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
   BNP PARIBAS ARBITRAGE SA 824 - 2024-03-31 121,180 $7,225,000 32,467
   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
   Shilanski & Associates Inc. 12 - 2024-03-31 105,324 $6,297,000 1,835
   Core Wealth Partners LLC 4 - 2024-03-31 101,583 $6,056,000 11,777
   DAVIDSON D A & CO 258 - 2024-03-31 100,384 $5,985,000 11,907
   Sowell Financial Services LLC 93 - 2024-03-31 97,239 $5,821,000 21,416
   Integrated Wealth Concepts LLC 236 - 2024-03-31 97,119 $5,790,000 33,133
   Towerpoint Wealth LLC 9 - 2024-03-31 93,543 $5,577,000 2,037
   Snowden Capital Advisors LLC 159 - 2024-03-31 86,869 $5,201,000 2,876
   PNC FINANCIAL SERVICES GROUP INC 648 - 2024-03-31 85,227 $5,081,000 83,527
   Sebold Capital Management Inc. 8 - 2024-03-31 83,371 $4,971,000 8,295
   Laurel Wealth Advisors Inc. 51 - 2022-12-31 82,054 $4,877,000 8,399
   Stablepoint Partners LLC 36 - 2024-03-31 80,967 $4,827,000 10,753
   Integrated Advisors Network LLC 115 - 2024-03-31 78,832 $4,700,000 16,787
   Ausdal Financial Partners Inc. 37 - 2024-03-31 78,578 $4,685,000 25,298
   CITIZENS FINANCIAL GROUP INC/RI 108 - 2024-03-31 73,772 $4,398,000 859
   Aprio Wealth Management LLC 24 - 2024-03-31 72,585 $4,328,000 35,719
   Financial Advocates Investment Management 98 - 2024-03-31 69,749 $4,113,000 7,937
   Advisor OS LLC 39 - 2024-03-31 64,126 $3,823,000 37,834
   Secure Asset Management LLC 18 - 2024-03-31 63,990 $3,815,000 8,336
   EWG Elevate Inc. 27 - 2024-03-31 63,071 $3,760,000 3,265
   IFG Advisory LLC 113 - 2024-03-31 60,900 $3,631,000 3,694
   SYNOVUS FINANCIAL CORP 243 - 2024-03-31 59,038 $3,521,000 7,961
   BENJAMIN F. EDWARDS & COMPANY INC. 264 - 2024-03-31 58,027 $3,460,000 30,319
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 50 - 2024-03-31 54,989 $3,278,000 4,866
   DFPG INVESTMENTS INC. 112 - 2023-12-31 47,892 $2,859,000 839
   Key Client Fiduciary Advisors LLC 17 - 2024-03-31 43,796 $2,611,000 2,491
   FIRST HEARTLAND CONSULTANTS INC 95 - 2024-03-31 42,198 $2,516,000 15,033
   Arete Wealth Advisors LLC 110 - 2024-03-31 39,420 $2,350,000 8,014
   RAYMOND JAMES TRUST CO 295 - 2024-03-31 37,421 $2,231,000 617
   Clear Point Advisors Inc. 9 - 2024-03-31 35,900 $2,140,000 16,228
   Clear Creek Financial Management LLC 83 - 2024-03-31 31,639 $1,887,000 12,739
   Chicago Partners Investment Group LLC 219 - 2024-03-31 30,309 $1,811,000 2,217
   Summit Financial LLC 121 - 2024-03-31 27,196 $1,628,000 19,448
   WEDBUSH MORGAN SECURITIES INC 267 - 2024-03-31 25,415 $1,515,000 4,437
   Blackhawk Capital Partners LLC. 45 - 2024-03-31 24,775 $1,477,000 24,775
   Tidemark LLC 28 - 2024-03-31 23,160 $1,381,000 1,503
   J.W. COLE ADVISORS INC. 279 - 2024-03-31 22,266 $1,328,000 13,607
   True Capital Management 25 - 2023-03-31 21,659 $1,289,000 5,665
   Cresset Asset Management LLC 854 - 2024-03-31 21,506 $1,286,000 3,909
   CREATIVE FINANCIAL DESIGNS INC /ADV 146 - 2024-03-31 21,188 $1,263,000 5,850
   NBC SECURITIES INC. 183 - 2024-03-31 20,973 $1,251,000 436
   Envestnet Portfolio Solutions Inc. 784 - 2024-03-31 20,668 $1,232,000 1,893
   Crabel Capital Management LLC 33 - 2024-03-31 19,752 $1,178,000 6,925
   CREATIVE PLANNING 1265 - 2024-03-31 18,582 $1,108,000 3,819
   TWO SIGMA SECURITIES LLC 269 - 2024-03-31 18,567 $1,107,000 13,609
   FARMERS & MERCHANTS TRUST Co OF LONG BEACH 72 - 2024-03-31 16,956 $1,011,000 200
   Cambridge Advisors Inc. 70 - 2024-03-31 16,688 $995,000 175
   Authentikos Wealth Advisory LLC 25 - 2024-03-31 16,586 $989,000 1,357
   VALMARK ADVISERS INC 269 - 2024-03-31 16,362 $976,000 451
   NAPLES GLOBAL ADVISORS LLC 227 - 2024-03-31 15,797 $945,000 185
   Bennett Associates Wealth Management 22 - 2024-03-31 15,377 $917,000 1,808
   HRT FINANCIAL LLC 888 - 2024-03-31 15,208 $906,000 9,481
   Sage Capital Advisorsllc 66 - 2024-03-31 15,102 $900,000 114
   Cedrus LLC 41 - 2024-03-31 14,273 $851,000 53
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 764 - 2024-03-31 13,341 $795,000 4,362
   Centric Wealth Management 77 - 2024-03-31 12,962 $772,000 315
   Plan Group Financial LLC 41 - 2024-03-31 11,118 $663,000 5,769
   KKM Financial LLC 81 - 2024-03-31 10,928 $652,000 6,963
   Objective Capital Management LLC 48 - 2023-12-31 10,476 $625,000 45
   Great Lakes Retirement Inc. 160 - 2024-03-31 10,249 $611,000 3,518
   Derbend Asset Management 67 - 2024-03-31 9,865 $588,000 3,405
   DAVENPORT & CO LLC 768 - 2024-03-31 8,830 $526,000 2,238
  100 Records found
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