Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
First Trust Institutional Preferred Securities And Income Etf (FPEI)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 142    11
Total shares held : 
 49,779,381  
% of shares held : 
 33.86%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 7,816,996  
% of shares held change : 
   5.32%  
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 :
19
 1,221,267
 2.45%
 
Increased Positions :
48
 9,633,669
 19.35%
 
Unchanged Positions :
17
 836,560
 1.68%
 
Decreased Positions :
58
-2,525,397
-5.07%
 
Closed Positions :
8
-512,543
-1.03%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 759 - 2024-03-31 11,708,206 $213,324,000 -47,476
   ROYAL BANK OF CANADA 675 - 2024-03-31 3,048,503 $55,543,000 -324,321
   LPL FINANCIAL CORP 577 - 2024-03-31 2,481,287 $45,209,000 -363,940
   Essex LLC 5 - 2024-03-31 890,813 $16,231,000 -6,976
   Miracle Mile Advisors LLC 58 - 2024-03-31 787,354 $14,346,000 -203,928
   RENAISSANCE TECHNOLOGIES LLC 1080 - 2024-03-31 470,425 $8,571,000 -174,675
   STIFEL FINANCIAL CORP 1238 - 2024-03-31 233,164 $4,248,000 -25,715
   WELCH & FORBES LLC 153 - 2024-03-31 174,836 $3,186,000 -1,588
   BEACON FINANCIAL GROUP 79 - 2024-03-31 165,707 $3,019,000 -37,538
   FIRST TRUST ADVISORS LP 1595 - 2024-03-31 150,401 $2,740,000 -89,254
   QP WEALTH MANAGEMENT LLC 3 - 2023-09-30 160,040 $2,701,000 -3,809
   Rockefeller Capital Management L.P. 887 - 2024-03-31 145,831 $2,657,000 -15,175
   ZRC WEALTH MANAGEMENT LLC 18 - 2024-03-31 137,218 $2,500,000 -18,677
   GUNN & Co INVESTMENT MANAGEMENT INC. 26 - 2024-03-31 125,672 $2,290,000 -1,904,034
   Platform Technology Partners 37 - 2023-12-31 107,968 $1,945,000 -22,772
   ICA Group Wealth Management LLC 56 - 2024-03-31 98,077 $1,787,000 -8,368
   Visionary Wealth Advisors 195 - 2024-03-31 85,713 $1,562,000 -894
   HIGHTOWER ADVISORS, LLC 1542 - 2024-03-31 83,801 $1,530,000 -3,819
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1450 - 2024-03-31 81,969 $1,493,000 -7,125
   Princeton Global Asset Management LLC 70 - 2024-03-31 78,587 $1,432,000 -5,639
   United Capital Management of KS Inc. 56 - 2024-03-31 68,495 $1,248,000 -3,986
   RFG Advisory Group LLC 348 - 2024-03-31 57,031 $1,039,000 -1,435
   COMERICA BANK 1521 - 2024-03-31 56,336 $1,026,000 -6,201
   Atria Wealth Solutions Inc. 896 - 2024-03-31 55,555 $1,012,000 -7,948
   Arkadios Wealth Advisors 234 - 2024-03-31 55,211 $1,006,000 -2,760
   Spire Wealth Management 377 - 2024-03-31 54,237 $988,000 -2,360
   JAFFETILCHIN INVESTMENT PARTNERS LLC 154 - 2024-03-31 47,460 $865,000 -3,446
   Magnus Financial Group LLC 146 - 2024-03-31 46,218 $842,000 -2,868
   Western Wealth Management LLC 271 - 2024-03-31 41,638 $759,000 -722
   HARBOUR INVESTMENTS INC. 452 - 2023-12-31 38,370 $684,000 -5,665
   IFP Advisors Inc 472 - 2023-12-31 37,452 $668,000 -14,818
   Clarus Wealth Advisors 78 - 2024-03-31 29,165 $528,000 -732
   PHOCAS FINANCIAL CORP 147 - 2023-12-31 22,055 $393,000 -151,865
   H D Vest Advisory Services 1155 - 2024-03-31 21,502 $392,000 -554
   MML INVESTORS SERVICES LLC 1933 - 2024-03-31 21,298 $388,000 -12,718
   AFT, FORSYTH & COMPANY, INC. 100 - 2024-03-31 19,812 $361,000 -2,060
   GeoWealth Management LLC 518 - 2024-03-31 19,596 $357,000 -13,384
   KINGSWOOD WEALTH ADVISORS LLC 452 - 2024-03-31 17,450 $318,000 -150
   BENJAMIN F. EDWARDS & COMPANY INC. 803 - 2024-03-31 15,374 $280,000 -3,453
   Koshinski Asset Management Inc. 458 - 2024-03-31 14,556 $265,000 -9,131
   Marshall Financial Group LLC 164 - 2024-03-31 12,477 $227,000 -85
   SMITH MOORE & CO. 413 - 2024-03-31 11,235 $205,000 -4,265
   CASTLE WEALTH MANAGEMENT LLC 116 - 2024-03-31 11,005 $201,000 -80
   KCS Wealth Advisory 129 - 2023-09-30 11,157 $188,000 -3,630
   Truadvice LLC 227 - 2023-09-30 10,882 $184,000 -413
   Southern Wealth Management LLP 61 - 2023-03-31 10,627 $178,000 -14,404
   Dunhill Financial LLC 57 - 2024-03-31 9,345 $170,000 -7,100
   NBC SECURITIES INC. 801 - 2024-03-31 9,247 $168,000 -92
   PROEQUITIES INC. 1028 - 2024-03-31 4,002 $73,000 -1,000
   Wagner Wealth Management LLC 147 - 2024-03-31 4,011 $73,000 -13,739
   BENJAMIN EDWARDS INC 454 - 2024-03-31 3,434 $63,000 -686
   Global Retirement Partners LLC 1567 - 2024-03-31 1,844 $34,000 -41,291
   Capital Investment Advisory Services LLC 795 - 2024-03-31 720 $13,000 -750
   TOTH FINANCIAL ADVISORY CORP 457 - 2024-03-31 543 $10,000 -723
  54 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