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Get Institutions for : 
First Trust Limited Duration Invt Grd Corp Etf (FSIG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 114    6
Total shares held : 
 34,881,016  
% of shares held : 
 38.76%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   33  
Amount of shares held : 
 5,641,326  
% of shares held change : 
   6.27%  
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 :
15
 698,029
 2%
 
Increased Positions :
59
 6,111,486
 17.52%
 
Unchanged Positions :
8
 127,344
 0.37%
 
Decreased Positions :
32
-543,064
-1.56%
 
Closed Positions :
9
-625,125
-1.79%
 
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
   LPL FINANCIAL CORP 283 - 2024-03-31 6,084,455 $114,205,000 -294,917
   FIRST TRUST ADVISORS LP 538 - 2024-03-31 2,206,941 $41,424,000 -308,164
   STEPHENS INC /AR/ 69 - 2024-03-31 1,169,353 $21,949,000 -84,166
   JANNEY MONTGOMERY SCOTT LLC 735 - 2024-03-31 287,520 $5,397,000 -3,368
   KESTRA PRIVATE WEALTH SERVICES LLC 312 - 2024-03-31 138,115 $2,592,000 -64,322
   Insight Advisors LLC/ PA 36 - 2024-03-31 133,392 $2,504,000 -808
   AE Wealth Management LLC 569 - 2024-03-31 76,994 $1,445,000 -37,628
   Spire Wealth Management 310 - 2024-03-31 71,293 $1,338,000 -2,747
   RFG Advisory Group LLC 330 - 2024-03-31 59,745 $1,121,000 -41,049
   MARINER WEALTH ADVISORS, LLC 1462 - 2024-03-31 55,755 $1,047,000 -4,401
   Harwood Advisory Group LLC 77 - 2024-03-31 48,883 $918,000 -3,830
   COMERICA BANK 1718 - 2024-03-31 37,507 $704,000 -6,379
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 330 - 2024-03-31 37,134 $697,000 -2,642
   PCG Wealth Advisors LLC 57 - 2024-03-31 36,851 $692,000 -13,974
   Braun-Bostich & Associates Inc. 52 - 2024-03-31 35,673 $670,000 -14,548
   Snowden Capital Advisors LLC 624 - 2024-03-31 35,250 $662,000 -45,182
   Clarus Wealth Advisors 61 - 2024-03-31 33,010 $616,000 -350
   ICA Group Wealth Management LLC 151 - 2024-03-31 32,391 $608,000 -20,850
   Security Financial Services INC. 94 - 2024-03-31 31,878 $598,000 -508
   PRIVATE TRUST CO NA 359 - 2024-03-31 26,845 $504,000 -6,686
   Virtue Capital Management LLC 216 - 2024-03-31 25,427 $475,000 -33,076
   Stratos Wealth Partners LTD. 901 - 2024-03-31 25,299 $475,000 -1,906
   Coppell Advisory Solutions Corp. 155 - 2024-03-31 24,616 $462,000 -10,444
   CREATIVE FINANCIAL DESIGNS INC /ADV 281 - 2024-03-31 23,701 $445,000 -42,220
   Gateway Wealth Partners LLC 145 - 2024-03-31 20,163 $378,000 -4,490
   Resources Investment Advisors Inc. 879 - 2024-03-31 17,448 $327,000 -572
   Gladstone Institutional Advisory LLC 566 - 2024-03-31 13,607 $255,000 -2,772
   Walkner Condon Financial Advisors LLC 235 - 2024-03-31 13,319 $250,000 -14,467
   Sawtooth Asset Management Inc. 905 - 2023-12-31 12,711 $241,000 -524
   FLAGSHIP HARBOR ADVISORS LLC 616 - 2024-03-31 11,443 $215,000 -1,196
   INTL FCSTONE INC. 248 - 2024-03-31 10,741 $202,000 -26,856
   Global Retirement Partners LLC 893 - 2024-03-31 8,025 $151,000 -1,750
   Raleigh Capital Management Inc. 277 - 2024-03-31 3,257 $61,000 -3,087
   Wagner Wealth Management LLC 179 - 2024-03-31 1,550 $29,000 -2,049
   Sunbelt Securities Inc. 1320 - 2024-03-31 317 $6,000 -283
   Creekmur Asset Management LLC 665 - 2024-03-31 81 $2,000 -4
  36 Records found
  1    
  Page 1 of 1
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