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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
   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
   MULTIFINANCIAL SECURITIES CORP 27 - 2024-03-31 1,104,625 $65,858,000 -69,165
   RAYMOND JAMES & ASSOCIATES 381 - 2024-03-31 954,781 $56,924,000 -203,152
   COMMONWEALTH EQUITY SERVICES LLC. 231 - 2024-03-31 831,739 $49,588,000 -352,571
   IFP Advisors Inc 2 - 2023-12-31 732,844 $43,721,000 -153,073
   STIFEL FINANCIAL CORP 337 - 2024-03-31 720,730 $42,970,000 -226,448
   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
   Kestra Advisory Services LLC 114 - 2024-03-31 449,724 $26,813,000 -24,823
   Baird Financial Group Inc. 292 - 2024-03-31 398,242 $23,743,000 -68,141
   Avestar Capital LLC 7 - 2024-03-31 371,988 $22,178,000 -140,703
   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
   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
   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
   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
   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
   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
   Rockefeller Capital Management L.P. 493 - 2024-03-31 169,356 $10,097,000 -22,071
   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
   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
   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
   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
   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
   Equitable Holdings Inc. 206 - 2024-03-31 105,270 $6,276,000 -8,902
   Petix & Botte Co 21 - 2024-03-31 95,460 $5,691,000 -96,740
   Insight Advisors LLC/ PA 8 - 2024-03-31 95,159 $5,673,000 -1,642
   GPS Wealth Strategies Group LLC 18 - 2024-03-31 93,278 $5,561,000 -6,651
   Stratos Wealth Partners LTD. 227 - 2024-03-31 90,552 $5,399,000 -6,151
   NewEdge Wealth LLC 153 - 2024-03-31 90,065 $5,368,000 -12,309
   Moloney Securities Asset Management LLC 28 - 2024-03-31 84,150 $5,017,000 -4,918
   Transcendent Capital Group LLC 6 - 2024-03-31 74,872 $4,464,000 -3,330
   Feltz Wealth PLAN Inc. 72 - 2024-03-31 74,620 $4,449,000 -698
   ADVISORY SERVICES NETWORK, LLC 246 - 2024-03-31 70,689 $4,214,000 -6,887
   CITADEL ADVISORS LLC 1827 - 2024-03-31 69,062 $4,117,000 -288,356
   Ameritas Advisory Services LLC 121 - 2024-03-31 68,333 $4,073,000 -9,653
   YALE CAPITAL CORP 96 - 2024-03-31 64,465 $3,843,000 -2,510
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 77 - 2024-03-31 63,929 $3,811,000 -91,939
   CWM LLC 473 - 2024-03-31 61,236 $3,651,000 -13,549
   WAYNE HUMMER INVESTMENTS L.L.C. 64 - 2024-03-31 56,800 $3,386,000 -16,110
   RFG Advisory Group LLC 143 - 2024-03-31 56,227 $3,352,000 -2,271
   Castle Rock Wealth Management LLC 21 - 2024-03-31 55,034 $3,278,000 -1,876
   Mutual Advisors LLC 198 - 2024-03-31 50,253 $2,996,000 -5,787
   BELLEVUE ASSET MANAGEMENT LLC 13 - 2024-03-31 46,994 $2,802,000 -14,137
   Naviter Wealth LLC 59 - 2024-03-31 46,332 $2,774,000 -143,005
   Cornerstone Wealth Management LLC 99 - 2024-03-31 46,313 $2,761,000 -2,786
   Good Life Advisors LLC 85 - 2024-03-31 43,785 $2,610,000 -3,666
   Paul Damon & Associates Inc. 13 - 2024-03-31 42,760 $2,549,000 -36,638
   Scarborough Advisors LLC 22 - 2024-03-31 42,035 $2,506,000 -1,072
   GUARDIAN WEALTH ADVISORS LLC / NC 45 - 2024-03-31 41,270 $2,461,000 -1,597
   WELCH & FORBES LLC 175 - 2024-03-31 41,125 $2,452,000 -4,747
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 389 - 2024-03-31 41,043 $2,447,000 -30,961
   Resources Investment Advisors Inc. 296 - 2024-03-31 40,252 $2,400,000 -11,259
   Fortis Group Advisors LLC 56 - 2024-03-31 38,145 $2,274,000 -19,666
   Virtue Capital Management LLC 48 - 2024-03-31 37,169 $2,218,000 -10,249
   San Luis Wealth Advisors LLC 18 - 2024-03-31 36,047 $2,149,000 -122,894
   BlueChip Wealth Advisors LLC 20 - 2024-03-31 36,008 $2,147,000 -14
   PRINCIPAL SECURITIES INC. 265 - 2024-03-31 35,287 $2,104,000 -7,604
   Prostatis Group LLC 20 - 2023-03-31 35,178 $2,093,000 -8,393
   Quad-Cities Investment Group LLC 21 - 2024-03-31 33,833 $2,017,000 -580
   Symphony Financial Ltd. Co. 56 - 2024-03-31 33,367 $1,989,000 -11,127
   Holistic Financial Partners 18 - 2024-03-31 33,070 $1,972,000 -3,383
   IHT Wealth Management LLC 269 - 2024-03-31 30,929 $1,844,000 -2,536
   Concorde Asset Management LLC 18 - 2024-03-31 30,299 $1,806,000 -1,357
   NORTHERN OAK CAPITAL MANAGEMENT INC 88 - 2024-03-31 28,443 $1,696,000 -400
  100 Records found
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