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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
   STEPHENS INC /AR/ 427 - 2024-03-31 98,754 $1,959,000 0
   Vishria Bird Financial Group LLC 27 - 2024-03-31 91,087 $1,807,000 0
   Integrys Wealth Advisors LLC 61 - 2024-03-31 46,755 $927,000 0
   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
   SUTTON PLACE INVESTORS LLC 91 - 2024-03-31 31,100 $617,000 0
   Lunt Capital Management Inc. 68 - 2024-03-31 19,455 $386,000 0
   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
   Pathstone Holdings LLC 1965 - 2024-03-31 14,274 $283,000 0
   NAPLES GLOBAL ADVISORS LLC 358 - 2024-03-31 13,500 $268,000 0
   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
   LVZ Advisors Inc. 134 - 2024-03-31 10,068 $200,000 0
   Capital Analysts Inc. 443 - 2024-03-31 10,039 $199,000 0
   Tidemark LLC 274 - 2024-03-31 1,826 $36,000 0
   Creekmur Asset Management LLC 298 - 2024-03-31 1,750 $35,000 0
   PRINCIPAL SECURITIES INC. 1967 - 2024-03-31 1,045 $21,000 0
   Northwest Financial Advisors 399 - 2024-03-31 1,010 $20,000 0
   PROEQUITIES INC. 3070 - 2024-03-31 0 $0 0
   Wagner Wealth Management LLC 268 - 2024-03-31 0 $0 0
  22 Records found
  1    
  Page 1 of 1
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