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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: 
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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Foster Victor Wealth Advisors LLC 116 *New 2024-03-31 26,043 $515,000 26,043
   Core Wealth Partners LLC 63 *New 2024-03-31 22,335 $443,000 22,335
   Simplicity WealthLLC 848 *New 2024-03-31 18,232 $362,000 18,232
   SYNOVUS FINANCIAL CORP 771 *New 2024-03-31 12,787 $254,000 12,787
   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
   Patriot Financial Group Insurance Agency LLC 445 *New 2024-03-31 10,278 $204,000 10,278
   Virtue Capital Management LLC 369 *New 2024-03-31 10,153 $201,000 10,153

  8 Records found
  1    
  Page 1 of 1
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