Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
First Trust Low Duration Strategic Focus Etf (LDSF)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
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  
Free Registration Required For Full Results

            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
Free Registration Required For Full Results

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