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Get Institutions for : 
Franklin Liberty Intermediate Municipal Opptys Etf (FLMI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 50    12
Total shares held : 
4,378,373  
% of shares held : 
48.65%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  10  
Amount of shares held : 
581,361  
% of shares held change : 
  6.46%  
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 :
16
 391,437
 8.94%
 
Increased Positions :
12
 463,966
 10.6%
 
Unchanged Positions :
8
 59,630
 1.36%
 
Decreased Positions :
14
-209,545
-4.79%
 
Closed Positions :
4
-64,497
-1.47%
 
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
   LPL FINANCIAL CORP 1029 - 2024-03-31 671,794 $16,479,000 134,775
   CENTRAL BANK & TRUST CO 9 - 2024-03-31 599,424 $14,698,000 302,019
   Advisor Group Holdings Inc. 905 - 2024-03-31 257,380 $6,256,000 73,458
   Patriot Financial Group Insurance Agency LLC 32 - 2024-03-31 150,152 $3,683,000 78,796
   ShoreHaven Wealth Partners LLC 18 - 2024-03-31 140,153 $3,438,000 15,224
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1424 - 2024-03-31 120,098 $2,946,000 375
   BANK OF NEW YORK MELLON CORP 2604 - 2024-03-31 110,009 $2,699,000 18,866
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1139 - 2024-03-31 99,078 $2,430,000 10,635
   QUANTITATIVE ADVANTAGE LLC 68 - 2023-03-31 84,191 $2,014,000 17,377
   Leeward Financial Partners LLC 46 - 2024-03-31 55,191 $1,354,000 8,508
   JANE STREET GROUP LLC 2796 - 2024-03-31 51,500 $1,263,000 24,643
   Stratos Wealth Advisors LLC 301 - 2024-03-31 47,729 $1,171,000 4,153
   Atlas Private Wealth Management 66 - 2024-03-31 47,589 $1,167,000 1,039
   Financial Advocates Investment Management 287 - 2024-03-31 46,141 $1,132,000 8,328
   Cetera Investment Advisers 2019 - 2024-03-31 43,050 $1,056,000 34,785
   COMMONWEALTH EQUITY SERVICES LLC. 2206 - 2024-03-31 41,695 $1,023,000 12,477
   Steward Partners Investment Advisory LLC 812 - 2024-03-31 38,263 $939,000 24,302
   Cedar Point Capital Partners LLC 28 - 2024-03-31 37,556 $921,000 3,037
   Private Advisor Group LLC 1354 - 2024-03-31 27,168 $666,000 8,244
   ESSEX FINANCIAL SERVICES INC 293 - 2024-03-31 24,224 $594,000 11,304
   ENVESTNET ASSET MANAGEMENT INC 3329 - 2024-03-31 23,021 $565,000 6,874
   Collaborative Wealth Managment Inc. 82 - 2024-03-31 22,035 $541,000 9,120
   FINANCIAL NETWORK 1892 - 2024-03-31 21,464 $527,000 3,163
   Kestra Advisory Services LLC 1642 - 2024-03-31 20,844 $511,000 6,959
   Gladstone Institutional Advisory LLC 451 - 2024-03-31 17,511 $430,000 642
   Redhawk Wealth Advisors Inc. 224 - 2024-03-31 14,895 $365,000 334
   BB&T CORP 2193 - 2024-03-31 13,901 $341,000 109
   JANNEY MONTGOMERY SCOTT LLC 2366 - 2024-03-31 11,374 $279,000 216
   Magnus Financial Group LLC 294 - 2024-03-31 9,110 $223,000 549
   SUMMIT INVESTMENT ADVISORS INC 2212 - 2024-03-31 1,793 $44,000 283
   VitalStone Financial LLC 193 - 2024-03-31 1,500 $37,000 200
   Geneos Wealth Management Inc. 1188 - 2024-03-31 1,412 $35,000 412
   Tidemark LLC 396 - 2024-03-31 534 $13,000 4

  33 Records found
  1    
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