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Get Institutions for : 
First Trust Low Duration Strategic Focus Etf (LDSF)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 69    5
Total shares held : 
3,945,558  
% of shares held : 
5.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -14  
Amount of shares held : 
-437,067  
% of shares held change : 
  -0.62%  
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 :
7
 188,857
 4.79%
 
Increased Positions :
12
 55,188
 1.4%
 
Unchanged Positions :
19
 277,400
 7.03%
 
Decreased Positions :
31
-608,156
-15.41%
 
Closed Positions :
2
-72,956
-1.85%
 
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
   Steward Partners Investment Advisory LLC 803 - 2024-03-31 51,277 $962,000 0
   1776 WEALTH LLC 75 - 2024-03-31 30,000 $563,000 0
   WEALTHSOURCE PARTNERS LLC 321 - 2023-12-31 26,245 $495,000 0
   Snowden Capital Advisors LLC 809 - 2024-03-31 22,922 $430,000 0
   XML Financial LLC 285 - 2024-03-31 14,989 $281,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 254 - 2022-12-31 12,461 $230,000 0
   CAPTRUST FINANCIAL ADVISORS 1979 - 2024-03-31 10,833 $203,000 0
   GPS Wealth Strategies Group LLC 326 - 2024-03-31 7,000 $131,000 0
   Geneos Wealth Management Inc. 871 - 2024-03-31 4,940 $93,000 0
   PRIVATE TRUST CO NA 923 - 2024-03-31 4,520 $85,000 0
   HARBOUR INVESTMENTS INC. 1726 - 2023-12-31 1,424 $27,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1474 - 2024-03-31 1,285 $24,000 0
   TD CAPITAL MANAGEMENT LLC 241 - 2024-03-31 1,048 $20,000 0
   COMERICA BANK 3015 - 2024-03-31 1,000 $19,000 0
   DHJJ Financial Advisors Ltd. 404 - 2024-03-31 730 $14,000 0
   PROEQUITIES INC. 1956 - 2024-03-31 160 $3,000 0
   Sound Income Strategies LLC 1294 - 2024-03-31 2 $0 0
   PARKSIDE FINANCIAL BANK & TRUST 1919 - 2024-03-31 1 $0 0

  18 Records found
  1    
  Page 1 of 1
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