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Get Institutions for : 
First Trust Merger Arbitrage Etf (MARB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 57    0
Total shares held : 
 2,610,121  
% of shares held : 
 2.9%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -7  
Amount of shares held : 
 -30,515  
% of shares held change : 
   -0.03%  
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 :
5
 243,768
 9.34%
 
Increased Positions :
20
 161,307
 6.18%
 
Unchanged Positions :
5
 54,008
 2.07%
 
Decreased Positions :
27
-306,048
-11.73%
 
Closed Positions :
5
-129,542
-4.96%
 
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

  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
   Owen LaRue LLC 10 - 2024-03-31 262,676 $5,201,000 52,974
   Private Advisor Group LLC 491 - 2024-03-31 225,248 $4,460,000 3,238
   CLARK CAPITAL MANAGEMENT GROUP INC 203 - 2024-03-31 185,121 $3,665,000 7,970
   ENVESTNET ASSET MANAGEMENT INC 2440 - 2024-03-31 124,025 $2,456,000 6,874
   Midwest Financial Group LLC 31 - 2024-03-31 62,881 $1,245,000 700
   Holistic Financial Partners 26 - 2024-03-31 56,359 $1,116,000 612
   Cetera Investment Advisers 1982 - 2024-03-31 55,972 $1,108,000 34,392
   BCGM Wealth Management LLC 62 - 2024-03-31 53,155 $1,052,000 375
   Stratos Wealth Advisors LLC 331 - 2024-03-31 48,796 $966,000 9,724
   WOLVERINE TRADING LLC 439 - 2024-03-31 44,782 $887,000 44,782
   Virtue Capital Management LLC 129 - 2024-03-31 41,537 $818,000 1,344
   Financial Advisory Service Inc. 164 - 2024-03-31 38,391 $760,000 457
   FIRST TRUST ADVISORS LP 2046 - 2024-03-31 38,213 $757,000 25,957
   CLEAR HARBOR ASSET MANAGEMENT, LLC 182 - 2024-03-31 36,094 $715,000 1,545
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 802 - 2024-03-31 30,826 $610,000 9,953
   HARBOUR INVESTMENTS INC. 564 - 2023-12-31 22,548 $455,000 2,031
   LPL FINANCIAL CORP 4053 - 2024-03-31 16,224 $321,000 4,963
   GeoWealth Management LLC 554 - 2024-03-31 15,950 $316,000 2,775
   PARK AVENUE SECURITIES LLC 1298 - 2024-03-31 10,834 $215,000 419
   NBC SECURITIES INC. 863 - 2024-03-31 6,828 $135,000 3,970
  20 Records found
  1    
  Page 1 of 1
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