Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
First Trust Emerging Markets Local Currency Bond (FEMB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 47    4
Total shares held : 
3,587,410  
% of shares held : 
68.33%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -3  
Amount of shares held : 
455,471  
% of shares held change : 
  8.68%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 113,123
 3.15%
 
Increased Positions :
18
 536,143
 14.95%
 
Unchanged Positions :
8
 25,995
 0.72%
 
Decreased Positions :
17
-103,122
-2.87%
 
Closed Positions :
8
-90,673
-2.53%
 
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
   WELLS FARGO & CO/MN 1318 - 2024-03-31 502,459 $14,154,000 5,310
   MORGAN STANLEY 3061 - 2024-03-31 477,519 $13,452,000 130,627
   ENVESTNET ASSET MANAGEMENT INC 1403 - 2024-03-31 429,702 $12,105,000 63,923
   BB&T CORP 569 - 2024-03-31 419,272 $11,811,000 63,499
   Sterling Manor Financial LLC 7 - 2024-03-31 298,711 $8,415,000 -88,672
   LPL FINANCIAL CORP 1455 - 2024-03-31 287,649 $8,103,000 77,516
   JANNEY MONTGOMERY SCOTT LLC 883 - 2024-03-31 127,124 $3,581,000 2,349
   Euro Pacific Asset Management LLC 35 - 2024-03-31 114,450 $3,283,000 6,495
   Concurrent Investment Advisors LLC 204 - 2024-03-31 90,184 $2,540,000 25,234
   Private Advisory Group LLC 75 *New 2024-03-31 89,850 $2,531,000 89,850
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1130 - 2024-03-31 88,080 $2,481,000 4,785
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1552 - 2024-03-31 83,488 $2,352,000 18,192
   Bridge Advisory LLC 24 *New 2024-03-31 80,397 $2,265,000 80,397
   COMMONWEALTH EQUITY SERVICES LLC. 1743 - 2024-03-31 73,625 $2,074,000 1,060
   CWM LLC 625 - 2024-03-31 68,084 $1,918,000 -29,661
   ROYAL BANK OF CANADA 2544 - 2024-03-31 67,643 $1,906,000 -43,709
   HARBOUR INVESTMENTS INC. 256 - 2023-12-31 59,022 $1,719,000 -3,101
   EWG Elevate Inc. 47 - 2024-03-31 54,782 $1,543,000 3,139
   RAYMOND JAMES & ASSOCIATES 2319 - 2024-03-31 53,426 $1,505,000 13,776
   JANE STREET GROUP LLC 2752 - 2024-03-31 46,442 $1,308,000 -179,488
   Pine Valley Investments Ltd Liability Co 192 - 2024-03-31 46,138 $1,300,000 -1,364
   MULTIFINANCIAL SECURITIES CORP 1082 *New 2024-03-31 41,650 $1,173,000 41,650
   Private Advisor Group LLC 1098 *New 2024-03-31 40,936 $1,153,000 40,936
   FINANCIAL NETWORK 1440 - 2024-03-31 36,833 $1,038,000 11,752
   Csenge Advisory Group 264 - 2024-03-31 35,442 $998,000 22,089
   Belpointe Asset Management LLC 265 *New 2024-03-31 35,318 $995,000 35,318
   Walkner Condon Financial Advisors LLC 96 - 2024-03-31 35,245 $993,000 -4,175
   COTTONWOOD CAPITAL ADVISORS LLC 33 - 2024-03-31 35,096 $970,000 -516
   FIRST TRUST ADVISORS LP 2025 - 2024-03-31 29,556 $833,000 2,552
   Visionary Wealth Advisors 267 *New 2024-03-31 26,669 $751,000 26,669
   DAVIDSON D A & CO 837 - 2024-03-31 25,845 $728,000 6,711
   Clarus Wealth Advisors 68 - 2024-03-31 21,267 $599,000 -40
   Advisor Group Holdings Inc. 2969 - 2024-03-31 16,635 $469,000 -16,443
   Synergy Financial Management LLC 90 - 2024-03-31 15,857 $447,000 -1,479
   ADVISORY SERVICES NETWORK, LLC 1023 - 2024-03-31 14,769 $416,000 0
   Wagner Wealth Management LLC 84 - 2024-03-31 13,086 $369,000 -1,795
   PROSPERA FINANCIAL SERVICES 762 - 2023-12-31 12,530 $365,000 721
   FLOW TRADERS U.S. LLC 546 *New 2024-03-31 10,000 $282,000 10,000
   WAYNE HUMMER INVESTMENTS L.L.C. 391 - 2024-03-31 9,981 $281,000 124
   KKM Financial LLC 138 *New 2024-03-31 8,127 $229,000 8,127
   PROEQUITIES INC. 639 - 2024-03-31 7,873 $222,000 2,201
   STIFEL FINANCIAL CORP 3068 - 2024-03-31 7,414 $209,000 -670
   COMERICA BANK 2287 - 2024-03-31 7,203 $203,000 809
   Spire Wealth Management 773 - 2024-03-31 6,795 $191,000 6,795
   BENJAMIN F. EDWARDS & COMPANY INC. 1037 *New 2024-03-31 4,259 $120,000 4,259
   PRIVATE TRUST CO NA 915 - 2024-03-31 3,087 $87,000 2,886
   PROVENCE WEALTH MANAGEMENT GROUP 216 - 2023-12-31 1,850 $54,000 0
   Capital Investment Advisory Services LLC 694 - 2024-03-31 1,267 $36,000 0
   PRINCIPAL SECURITIES INC. 1752 - 2024-03-31 1,128 $32,000 0
   Capital Analysts Inc. 750 - 2024-03-31 1,022 $29,000 -1,659
   NBC SECURITIES INC. 1473 - 2024-03-31 702 $19,000 0
   Raleigh Capital Management Inc. 469 - 2024-03-31 545 $15,000 7
   UBS Group AG 6057 - 2024-03-31 311 $9,000 -915
   Newbridge Financial Services Group Inc. 1003 *New 2024-03-31 63 $2,000 63
   Larson Financial Group LLC 1379 - 2024-03-31 59 $2,000 0
   Caitlin John LLC 672 - 2023-12-31 52 $2,000 0
   AdvisorNet Financial Inc 1660 - 2024-03-31 23 $1,000 0
   Goss Wealth Management LLC 3485 - 2024-03-31 38 $1,000 0
   We Are One Seven LLC 896 *Closed 2024-03-31 0 $0 -24,817
   Coppell Advisory Solutions LLC 1750 - 2023-12-31 15 $0 0
   IFP Advisors Inc 3305 *Closed 2023-12-31 0 $0 -423

  61 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results