Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
First Trust Tcw Unconstrained Plus Bond Etf (UCON)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 203    3
Total shares held : 
 64,162,490  
% of shares held : 
 28.84%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   51  
Amount of shares held : 
 11,880,695  
% of shares held change : 
   5.34%  
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
 1,299,658
 2.03%
 
Increased Positions :
113
 13,764,194
 21.45%
 
Unchanged Positions :
16
 897,833
 1.4%
 
Decreased Positions :
59
-2,359,881
-3.68%
 
Closed Positions :
18
-823,276
-1.28%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CFO4Life L.P. 4 *New 2022-12-31 1,076,901 $25,964,000 1,076,901
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 33 *New 2024-03-31 606,672 $14,924,000 606,672
   Simplicity WealthLLC 119 *New 2024-03-31 297,895 $7,328,000 297,895
   Fermata Advisors LLC 22 *New 2024-03-31 208,773 $5,136,000 208,773
   BMS Financial Advisors LLC 9 *New 2023-06-30 161,493 $3,903,000 161,493
   Vantage Financial Partners Ltd. Inc. 28 *New 2024-03-31 147,568 $3,630,000 147,568
   Archetype Wealth Partners LLC 24 *New 2024-03-31 110,265 $2,713,000 110,265
   Private Advisory Group LLC 77 *New 2024-03-31 102,155 $2,513,000 102,155
   SUMITOMO MITSUI FINANCIAL GROUP INC. 68 *New 2024-03-31 97,621 $2,401,000 97,621
   Holistic Financial Partners 16 *New 2024-03-31 91,680 $2,255,000 91,680
   Onyx Bridge Wealth Group LLC 58 *New 2024-03-31 81,364 $1,967,000 81,364
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 84 *New 2024-03-31 59,510 $1,464,000 59,510
   TFB Advisors LLC 161 *New 2024-03-31 16,630 $403,000 16,630
   Change Path LLC 675 *New 2024-03-31 14,191 $349,000 14,191
   Horan Securities Inc. 73 *New 2024-03-31 13,096 $322,000 13,096
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 251 *New 2024-03-31 10,484 $258,000 10,484
   FLOW TRADERS U.S. LLC 572 *New 2024-03-31 10,000 $246,000 10,000
   RAYMOND JAMES TRUST CO 1096 *New 2024-03-31 9,703 $239,000 9,703
   SIGNATUREFD, LLC 1290 *New 2024-03-31 3,363 $83,000 3,363
   BENJAMIN EDWARDS INC 433 *New 2024-03-31 3,208 $79,000 3,208
   Financial Gravity Wealth Inc. 222 *New 2024-03-31 2,000 $49,000 2,000
   VitalStone Financial LLC 301 *New 2024-03-31 333 $8,000 333
   Householder Group Estate & Retirement Specialist L 933 *New 2024-03-31 198 $5,000 198
   BNP PARIBAS ARBITRAGE SA 3007 *New 2024-03-31 45 $1,000 45
   FMR LLC 4762 *New 2024-03-31 1 $0 1
  25 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us