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Get Institutions for : 
First Trust Short Duration Managed Municipal Etf (FSMB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 113    3
Total shares held : 
 16,136,254  
% of shares held : 
 48.9%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -2  
Amount of shares held : 
 482,788  
% of shares held change : 
   1.46%  
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 :
9
 119,835
 0.74%
 
Increased Positions :
41
 1,825,067
 11.31%
 
Unchanged Positions :
23
 803,063
 4.98%
 
Decreased Positions :
40
-852,676
-5.28%
 
Closed Positions :
12
-609,438
-3.78%
 
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 1329 - 2024-03-31 4,122,174 $81,763,000 -270,884
   LPL FINANCIAL CORP 815 - 2024-03-31 1,316,627 $26,115,000 134,458
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 443 - 2024-03-31 1,206,185 $23,925,000 60,221
   HIGHTOWER ADVISORS, LLC 572 - 2024-03-31 692,720 $13,735,000 131,406
   PFS Partners LLC 3 - 2024-03-31 620,107 $12,300,000 52,580
   RMR Wealth Builders 17 - 2024-03-31 608,433 $12,068,000 129,078
   UBS Group AG 1544 - 2024-03-31 556,734 $11,043,000 222,833
   TruWealth Advisors LLC 42 - 2024-03-31 548,938 $10,888,000 26,596
   ROYAL BANK OF CANADA 1566 - 2024-03-31 437,477 $8,677,000 66,765
   ENVESTNET ASSET MANAGEMENT INC 1693 - 2024-03-31 384,211 $7,621,000 62,272
   EnRich Financial Partners LLC 14 - 2024-03-31 304,516 $6,040,000 -41,576
   CLS INVESTMENT FIRM LLC 184 - 2022-12-31 288,801 $5,701,000 -41,365
   MML INVESTORS SERVICES LLC 646 - 2024-03-31 247,687 $4,913,000 9,244
   Nilsine Partners LLC 37 - 2024-03-31 230,317 $4,568,000 10,783
   Cetera Investment Advisers 1041 - 2024-03-31 225,078 $4,464,000 43,052
   Kestra Advisory Services LLC 566 - 2024-03-31 222,077 $4,405,000 -34,831
   Orion Portfolio Solutions LLC 362 - 2024-03-31 215,504 $4,275,000 -39,552
   Advisor Group Holdings Inc. 1196 - 2024-03-31 201,433 $3,996,000 -128,712
   CONDOR CAPITAL MANAGEMENT 60 - 2024-03-31 192,760 $3,823,000 1,443
   WELLS FARGO & CO/MN 2200 - 2024-03-31 176,519 $3,501,000 80,509
   Visionary Wealth Advisors 111 - 2024-03-31 175,599 $3,483,000 34,608
   Goss Wealth Management LLC 537 - 2024-03-31 152,132 $3,018,000 7,578
   J P MORGAN CHASE & CO 2750 - 2024-03-31 147,934 $2,934,000 763
   HANSON MCCLAIN, INC. 258 - 2024-03-31 142,082 $2,818,000 -4,824
   STIFEL FINANCIAL CORP 1513 - 2024-03-31 136,317 $2,704,000 -8,202
   MARINER WEALTH ADVISORS, LLC 993 - 2024-03-31 128,542 $2,550,000 -18,479
   MULTIFINANCIAL SECURITIES CORP 741 - 2024-03-31 118,862 $2,358,000 107,224
   COMMONWEALTH EQUITY SERVICES LLC. 1659 - 2024-03-31 117,736 $2,335,000 56,581
   Rockefeller Capital Management L.P. 976 - 2024-03-31 107,847 $2,139,000 -10,388
   STEPHENS INC /AR/ 427 - 2024-03-31 98,754 $1,959,000 0
   JANE STREET GROUP LLC 2273 - 2024-03-31 98,427 $1,952,000 98,427
   Advisory Resource Group 49 - 2024-03-31 97,027 $1,925,000 -1,433
   IFP Advisors Inc 243 - 2023-12-31 95,663 $1,908,000 -21,288
   Vishria Bird Financial Group LLC 27 - 2024-03-31 91,087 $1,807,000 0
   Insight Inv LLC 30 - 2024-03-31 89,730 $1,780,000 1,000
   Envestnet Portfolio Solutions Inc. 678 - 2024-03-31 88,289 $1,751,000 1,038
   Eldridge Investment Advisors Inc. 51 - 2024-03-31 87,915 $1,744,000 -13,421
   Mutual Advisors LLC 307 - 2024-03-31 87,142 $1,728,000 12,513
   Barber Financial Group Inc. 36 - 2023-03-31 84,361 $1,677,000 2,046
   Integrated Wealth Concepts LLC 607 - 2024-03-31 73,361 $1,455,000 7,355
   INTL FCSTONE INC. 118 - 2024-03-31 72,984 $1,448,000 -5,384
   Financial Advocates Investment Management 261 - 2024-03-31 64,296 $1,275,000 5,036
   Private Advisor Group LLC 1042 - 2024-03-31 63,546 $1,260,000 6
   LWS Wealth Advisors Inc. 30 - 2023-12-31 62,682 $1,251,000 -6,134
   FSB PREMIER WEALTH MANAGEMENT INC. 40 - 2024-03-31 62,089 $1,232,000 -2,128
   RAYMOND JAMES & ASSOCIATES 2456 - 2024-03-31 61,436 $1,219,000 -9,533
   DAVIDSON D A & CO 684 - 2024-03-31 58,156 $1,154,000 -2,020
   Modern Wealth Management LLC 119 - 2024-03-31 53,989 $1,068,000 -15,359
   Naviter Wealth LLC 157 - 2024-03-31 48,635 $965,000 48,635
   KESTRA PRIVATE WEALTH SERVICES LLC 563 - 2024-03-31 48,209 $956,000 -5,863
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1756 - 2024-03-31 48,164 $955,000 -658
   Integrys Wealth Advisors LLC 61 - 2024-03-31 46,755 $927,000 0
   Steward Partners Investment Advisory LLC 840 - 2024-03-31 44,162 $876,000 -391
   Francis Financial Inc. 30 - 2024-03-31 43,332 $859,000 3,219
   Snowden Capital Advisors LLC 554 - 2024-03-31 40,675 $807,000 5,778
   Occidental Asset Management LLC 111 - 2024-03-31 40,218 $798,000 -1,629
   TRUST CO OF OKLAHOMA 74 - 2024-03-31 37,884 $751,000 0
   One + One Wealth Management LLC 50 - 2024-03-31 36,580 $726,000 0
   Prime Capital Investment Advisors LLC 530 - 2024-03-31 36,173 $717,000 0
   Hobart Private Capital LLC 44 - 2024-03-31 35,428 $703,000 5,737
   RFG Advisory Group LLC 433 - 2024-03-31 35,143 $697,000 215
   Per Stirling Capital Management LLC. 117 - 2024-03-31 34,313 $681,000 -28,278
   ARBOR CAPITAL MANAGEMENT INC /ADV 53 - 2024-03-31 34,215 $678,000 69
   SWMG LLC 46 - 2024-03-31 33,446 $663,000 -20,070
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1431 - 2024-03-31 32,861 $652,000 675
   Equitable Holdings Inc. 738 - 2024-03-31 31,163 $618,000 14,258
   SUTTON PLACE INVESTORS LLC 91 - 2024-03-31 31,100 $617,000 0
   Security Financial Services INC. 90 - 2024-03-31 31,096 $617,000 1,036
   Walkner Condon Financial Advisors LLC 133 - 2024-03-31 29,948 $594,000 7,566
   JANNEY MONTGOMERY SCOTT LLC 1849 - 2024-03-31 29,814 $591,000 -8,607
   Principle Wealth Partners LLC 203 - 2024-03-31 29,245 $580,000 -8,844
   Hedeker Wealth Management Group LLC 83 - 2024-03-31 28,125 $558,000 -1,276
   Foster Victor Wealth Advisors LLC 116 *New 2024-03-31 26,043 $515,000 26,043
   Pine Valley Investments Ltd Liability Co 302 - 2024-03-31 23,008 $456,000 23,008
   COMERICA BANK 1923 - 2024-03-31 22,645 $449,000 -191
   Core Wealth Partners LLC 63 *New 2024-03-31 22,335 $443,000 22,335
   CONTINUUM WEALTH ADVISORS LLC 36 - 2024-03-31 20,527 $407,000 -1,317
   GSG Advisors LLC 71 - 2024-03-31 20,274 $401,000 135
   Lunt Capital Management Inc. 68 - 2024-03-31 19,455 $386,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3813 - 2024-03-31 18,368 $364,000 -77,406
   Simplicity WealthLLC 848 *New 2024-03-31 18,232 $362,000 18,232
   HARBOUR INVESTMENTS INC. 655 - 2023-12-31 17,895 $357,000 111
   Alta Wealth Advisors LLC 99 - 2024-03-31 17,222 $342,000 -235
   FINANCIAL NETWORK 2205 - 2024-03-31 16,692 $331,000 -7,301
   Concurrent Investment Advisors LLC 657 - 2024-03-31 16,044 $318,000 0
   BSC PRIVATE WEALTH MANAGEMENT LLC 128 - 2024-03-31 15,000 $298,000 0
   IAMS WEALTH MANAGEMENT LLC 101 - 2024-03-31 14,321 $285,000 1,210
   Pathstone Holdings LLC 1965 - 2024-03-31 14,274 $283,000 0
   CASTLE WEALTH MANAGEMENT LLC 102 - 2024-03-31 14,224 $282,000 -564
   NAPLES GLOBAL ADVISORS LLC 358 - 2024-03-31 13,500 $268,000 0
   SYNOVUS FINANCIAL CORP 771 *New 2024-03-31 12,787 $254,000 12,787
   CHILTON CAPITAL MANAGEMENT LLC 218 - 2024-03-31 12,453 $247,000 0
   Keystone Wealth Services LLC 200 - 2024-03-31 11,500 $228,000 0
   Resources Investment Advisors Inc. 1005 - 2024-03-31 11,189 $222,000 -488
   Objective Capital Management LLC 111 - 2023-12-31 11,056 $221,000 13
   Sigma Planning Corp 1092 - 2024-03-31 10,943 $217,000 -2,754
   THRIVENT FINANCIAL FOR LUTHERANS 2370 - 2024-03-31 10,829 $215,000 10,829
   Ausdal Financial Partners Inc. 428 *New 2024-03-31 10,818 $215,000 10,818
   BB&T CORP 2432 *New 2024-03-31 10,761 $213,000 10,761
   Main Line Retirement Advisors LLC 35 - 2024-03-31 10,493 $208,000 91
  100 Records found
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