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Get Institutions for : 
First Trust Limited Duration Invt Grd Corp Etf (FSIG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 114    6
Total shares held : 
 34,881,016  
% of shares held : 
 38.76%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   33  
Amount of shares held : 
 5,641,326  
% of shares held change : 
   6.27%  
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 :
15
 698,029
 2%
 
Increased Positions :
59
 6,111,486
 17.52%
 
Unchanged Positions :
8
 127,344
 0.37%
 
Decreased Positions :
32
-543,064
-1.56%
 
Closed Positions :
9
-625,125
-1.79%
 
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
   MORGAN STANLEY 843 - 2024-03-31 9,802,506 $183,993,000 195,829
   LPL FINANCIAL CORP 283 - 2024-03-31 6,084,455 $114,205,000 -294,917
   WELLS FARGO & CO/MN 742 - 2024-03-31 2,465,262 $46,273,000 1,020,839
   FIRST TRUST ADVISORS LP 538 - 2024-03-31 2,206,941 $41,424,000 -308,164
   STIFEL FINANCIAL CORP 412 - 2024-03-31 1,624,938 $30,500,000 1,253,400
   Csenge Advisory Group 9 - 2024-03-31 1,607,916 $30,181,000 164,214
   ROYAL BANK OF CANADA 1011 - 2024-03-31 1,352,403 $25,385,000 75,345
   ENVESTNET ASSET MANAGEMENT INC 979 - 2024-03-31 1,343,233 $25,212,000 177,835
   STEPHENS INC /AR/ 69 - 2024-03-31 1,169,353 $21,949,000 -84,166
   Kestra Advisory Services LLC 214 - 2024-03-31 782,270 $14,683,000 136,938
   Cetera Investment Advisers 543 - 2024-03-31 715,969 $13,439,000 483,397
   COMMONWEALTH EQUITY SERVICES LLC. 669 - 2024-03-31 683,641 $12,832,000 27,067
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 400 - 2024-03-31 614,877 $11,541,000 185,351
   Integrated Wealth Concepts LLC 149 - 2024-03-31 578,886 $10,866,000 557,900
   Advisor Group Holdings Inc. 645 - 2024-03-31 577,498 $10,839,000 133,294
   JANE STREET GROUP LLC 823 - 2024-03-31 515,734 $9,680,000 515,734
   Envestnet Portfolio Solutions Inc. 295 - 2024-03-31 389,070 $7,303,000 18,302
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 953 - 2024-03-31 376,989 $7,076,000 181,000
   Goss Wealth Management LLC 296 - 2024-03-31 368,112 $6,909,000 90,020
   TAP Consulting LLC 11 - 2024-03-31 363,331 $6,820,000 2,897
   CITADEL ADVISORS LLC 1480 - 2024-03-31 361,969 $6,794,000 263,862
   FINANCIAL NETWORK 553 - 2024-03-31 323,358 $6,069,000 133,067
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 397 - 2024-03-31 294,618 $5,530,000 72,468
   JANNEY MONTGOMERY SCOTT LLC 735 - 2024-03-31 287,520 $5,397,000 -3,368
   RAYMOND JAMES & ASSOCIATES 1557 - 2024-03-31 271,781 $5,101,000 47,835
   OLD MISSION CAPITAL LLC 112 *New 2024-03-31 258,856 $4,859,000 258,856
   Visionary Wealth Advisors 87 - 2024-03-31 245,938 $4,616,000 6,886
   MULTIFINANCIAL SECURITIES CORP 507 - 2024-03-31 231,567 $4,347,000 186,798
   BB&T CORP 946 - 2024-03-31 221,196 $4,152,000 134,187
   TCP Asset Management LLC 23 - 2024-03-31 207,500 $3,895,000 51,053
   IFP Advisors Inc 113 - 2023-12-31 196,227 $3,720,000 96,165
   Naviter Wealth LLC 35 *New 2024-03-31 197,885 $3,714,000 197,885
   EWG Elevate Inc. 28 - 2024-03-31 178,667 $3,354,000 9,455
   ATRIA INVESTMENTS LLC 476 - 2024-03-31 172,055 $3,229,000 25,804
   Rehmann Capital Advisory Group 79 - 2024-03-31 171,409 $3,217,000 62,683
   Concurrent Investment Advisors LLC 171 - 2024-03-31 170,283 $3,196,000 10,626
   IAMS WEALTH MANAGEMENT LLC 11 - 2024-03-31 165,099 $3,096,000 6,410
   Atria Wealth Solutions Inc. 478 - 2024-03-31 164,601 $3,090,000 30,937
   Private Advisor Group LLC 668 - 2024-03-31 145,875 $2,738,000 433
   KESTRA PRIVATE WEALTH SERVICES LLC 312 - 2024-03-31 138,115 $2,592,000 -64,322
   Independent Advisor Alliance 186 - 2024-03-31 135,579 $2,545,000 21,232
   Insight Advisors LLC/ PA 36 - 2024-03-31 133,392 $2,504,000 -808
   DAVENPORT & CO LLC 422 - 2024-03-31 113,843 $2,137,000 21,821
   Archer Investment Corp 37 - 2024-03-31 111,433 $2,092,000 3,128
   Sigma Planning Corp 304 - 2024-03-31 110,587 $2,076,000 26,479
   H D Vest Advisory Services 537 - 2024-03-31 105,858 $1,987,000 9,196
   CoreCap Advisors LLC 166 - 2023-12-31 102,785 $1,949,000 35,833
   FLOW TRADERS U.S. LLC 194 *New 2024-03-31 97,736 $1,835,000 97,736
   PARK AVENUE SECURITIES LLC 455 - 2024-03-31 91,551 $1,718,000 3,942
   BANK OF NEW YORK MELLON CORP 2854 - 2024-03-31 89,864 $1,687,000 16,853
   BENJAMIN F. EDWARDS & COMPANY INC. 411 - 2024-03-31 80,598 $1,513,000 20,018
   AE Wealth Management LLC 569 - 2024-03-31 76,994 $1,445,000 -37,628
   Imprint Wealth LLC 71 - 2024-03-31 75,778 $1,419,000 602
   Orion Portfolio Solutions LLC 833 - 2024-03-31 74,285 $1,394,000 24,272
   Spire Wealth Management 310 - 2024-03-31 71,293 $1,338,000 -2,747
   BEACON FINANCIAL GROUP 139 - 2024-03-31 70,685 $1,327,000 0
   U.S. Capital Wealth Advisors LLC 311 - 2024-03-31 67,854 $1,274,000 26,528
   RFG Advisory Group LLC 330 - 2024-03-31 59,745 $1,121,000 -41,049
   Mutual Advisors LLC 443 *New 2024-03-31 59,422 $1,115,000 59,422
   MARINER WEALTH ADVISORS, LLC 1462 - 2024-03-31 55,755 $1,047,000 -4,401
   GUARDIAN WEALTH ADVISORS LLC / NC 97 - 2024-03-31 54,750 $1,028,000 0
   Aptus Capital Advisors LLC 376 - 2024-03-31 54,750 $1,028,000 0
   Maia Wealth LLC 56 - 2023-12-31 54,051 $1,025,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2648 *New 2024-03-31 49,601 $931,000 49,601
   Harwood Advisory Group LLC 77 - 2024-03-31 48,883 $918,000 -3,830
   TOWNSQUARE CAPITAL LLC 677 *New 2024-03-31 48,884 $918,000 48,884
   Vestmark Advisory Solutions Inc. 329 *New 2024-03-31 44,070 $827,000 44,070
   Platform Technology Partners 78 - 2023-12-31 42,014 $792,000 26,467
   WealthBridge Capital Management LLC 69 - 2024-03-31 40,838 $767,000 471
   Trilogy Capital Inc. 165 - 2024-03-31 40,348 $757,000 142
   HIGHTOWER ADVISORS, LLC 1972 - 2024-03-31 39,124 $736,000 39,124
   Sequent Planning LLC 72 - 2024-03-31 39,019 $732,000 0
   COMERICA BANK 1718 - 2024-03-31 37,507 $704,000 -6,379
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 330 - 2024-03-31 37,134 $697,000 -2,642
   PCG Wealth Advisors LLC 57 - 2024-03-31 36,851 $692,000 -13,974
   HARBOUR INVESTMENTS INC. 448 - 2023-12-31 36,441 $691,000 1,141
   Braun-Bostich & Associates Inc. 52 - 2024-03-31 35,673 $670,000 -14,548
   Snowden Capital Advisors LLC 624 - 2024-03-31 35,250 $662,000 -45,182
   Clarus Wealth Advisors 61 - 2024-03-31 33,010 $616,000 -350
   ICA Group Wealth Management LLC 151 - 2024-03-31 32,391 $608,000 -20,850
   Security Financial Services INC. 94 - 2024-03-31 31,878 $598,000 -508
   NATIONAL ASSET MANAGEMENT, INC. 727 - 2024-03-31 31,165 $573,000 11,513
   Equitable Holdings Inc. 781 - 2024-03-31 28,206 $529,000 7,786
   FSB PREMIER WEALTH MANAGEMENT INC. 89 - 2024-03-31 27,938 $524,000 1,628
   PRIVATE TRUST CO NA 359 - 2024-03-31 26,845 $504,000 -6,686
   MML INVESTORS SERVICES LLC 1779 - 2024-03-31 26,785 $503,000 2,269
   Core Wealth Partners LLC 58 - 2024-03-31 26,713 $501,000 8,883
   Steward Partners Investment Advisory LLC 1056 - 2024-03-31 26,660 $500,000 666
   Clear Creek Financial Management LLC 250 - 2024-03-31 25,869 $486,000 188
   Coppell Advisory Solutions LLC 161 - 2023-12-31 25,286 $479,000 17,872
   Virtue Capital Management LLC 216 - 2024-03-31 25,427 $475,000 -33,076
   Stratos Wealth Partners LTD. 901 - 2024-03-31 25,299 $475,000 -1,906
   WEDBUSH MORGAN SECURITIES INC 667 *New 2024-03-31 25,043 $470,000 25,043
   Coppell Advisory Solutions Corp. 155 - 2024-03-31 24,616 $462,000 -10,444
   Prairie Wealth Advisors Inc. 90 - 2024-03-31 24,195 $454,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 281 - 2024-03-31 23,701 $445,000 -42,220
   Kingsview Wealth Management LLC 707 - 2024-03-31 22,641 $425,000 8,723
   TFB Advisors LLC 164 - 2024-03-31 20,736 $386,000 8,131
   Gateway Wealth Partners LLC 145 - 2024-03-31 20,163 $378,000 -4,490
   GeoWealth Management LLC 506 - 2024-03-31 19,974 $375,000 19,974
  100 Records found
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