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Get Institutions for : 
First Trust Long Duration Opportunities Etf (LGOV)  
$20.90 0.30 (1.42%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 76    6
Total shares held : 
 9,993,290  
% of shares held : 
 11.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   14  
Amount of shares held : 
 2,471,380  
% of shares held change : 
   2.75%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $21.98  
Last Quarter's Ending Price : 
 $21.38  
Last Quarter's Average Price : 
 $21.49  
Change from last quarter's     
avg. price to the last closing  : 
0.59 (2.75%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 1,315,069
 13.16%
 
Increased Positions :
30
 2,054,316
 20.56%
 
Unchanged Positions :
8
 93,479
 0.94%
 
Decreased Positions :
22
-426,513
-4.27%
 
Closed Positions :
10
-471,492
-4.72%
 
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
   Gladstone Institutional Advisory LLC 13 - 2024-03-31 1,002,087 $21,425,000 -50,475
   Walkner Condon Financial Advisors LLC 11 - 2024-03-31 390,364 $8,346,000 -25,568
   FIRST HEARTLAND CONSULTANTS INC 50 - 2024-03-31 262,258 $5,607,000 -19,028
   Midwest Financial Group LLC 18 - 2024-03-31 101,423 $2,168,000 -3,161
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1623 - 2024-03-31 94,201 $2,014,000 -188,747
   Investors Research Corp 59 - 2024-03-31 67,237 $1,438,000 -1,604
   ATRIA INVESTMENTS LLC 945 - 2024-03-31 48,559 $1,038,000 -31,886
   IAMS WEALTH MANAGEMENT LLC 83 - 2024-03-31 23,587 $501,000 -10,566
   H D Vest Advisory Services 1038 - 2024-03-31 23,150 $495,000 -2,245
   Ferguson Shapiro LLC 29 - 2024-03-31 19,403 $415,000 -308,229
   Snowden Capital Advisors LLC 846 - 2024-03-31 18,616 $398,000 -63,132
   PROSPERA FINANCIAL SERVICES 870 - 2023-12-31 12,975 $287,000 -17,670
   Western Wealth Management LLC 552 - 2024-03-31 11,915 $255,000 -7,600
   GREAT VALLEY ADVISOR GROUP INC. 700 - 2024-03-31 9,800 $210,000 -310
   IFP Advisors Inc 991 - 2023-12-31 7,801 $173,000 -203
   PRIVATE TRUST CO NA 1100 - 2024-03-31 2,327 $50,000 -149
   Beacon Capital Management LLC 361 - 2024-03-31 1,600 $34,000 -200
   TUCKER ASSET MANAGEMENT LLC 411 - 2023-12-31 685 $15,000 -808
   Financial Gravity Wealth Inc. 503 - 2024-03-31 365 $8,000 -210
   Wagner Wealth Management LLC 225 - 2024-03-31 90 $2,000 -131
  20 Records found
  1    
  Page 1 of 1
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