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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
   MORGAN STANLEY 1329 - 2024-03-31 4,122,174 $81,763,000 -270,884
   EnRich Financial Partners LLC 14 - 2024-03-31 304,516 $6,040,000 -41,576
   CLS INVESTMENT FIRM LLC 184 - 2022-12-31 288,801 $5,701,000 -41,365
   Kestra Advisory Services LLC 566 - 2024-03-31 222,077 $4,405,000 -34,831
   Orion Portfolio Solutions LLC 362 - 2024-03-31 215,504 $4,275,000 -39,552
   Advisor Group Holdings Inc. 1196 - 2024-03-31 201,433 $3,996,000 -128,712
   HANSON MCCLAIN, INC. 258 - 2024-03-31 142,082 $2,818,000 -4,824
   STIFEL FINANCIAL CORP 1513 - 2024-03-31 136,317 $2,704,000 -8,202
   MARINER WEALTH ADVISORS, LLC 993 - 2024-03-31 128,542 $2,550,000 -18,479
   Rockefeller Capital Management L.P. 976 - 2024-03-31 107,847 $2,139,000 -10,388
   Advisory Resource Group 49 - 2024-03-31 97,027 $1,925,000 -1,433
   IFP Advisors Inc 243 - 2023-12-31 95,663 $1,908,000 -21,288
   Eldridge Investment Advisors Inc. 51 - 2024-03-31 87,915 $1,744,000 -13,421
   INTL FCSTONE INC. 118 - 2024-03-31 72,984 $1,448,000 -5,384
   LWS Wealth Advisors Inc. 30 - 2023-12-31 62,682 $1,251,000 -6,134
   FSB PREMIER WEALTH MANAGEMENT INC. 40 - 2024-03-31 62,089 $1,232,000 -2,128
   RAYMOND JAMES & ASSOCIATES 2456 - 2024-03-31 61,436 $1,219,000 -9,533
   DAVIDSON D A & CO 684 - 2024-03-31 58,156 $1,154,000 -2,020
   Modern Wealth Management LLC 119 - 2024-03-31 53,989 $1,068,000 -15,359
   KESTRA PRIVATE WEALTH SERVICES LLC 563 - 2024-03-31 48,209 $956,000 -5,863
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1756 - 2024-03-31 48,164 $955,000 -658
   Steward Partners Investment Advisory LLC 840 - 2024-03-31 44,162 $876,000 -391
   Occidental Asset Management LLC 111 - 2024-03-31 40,218 $798,000 -1,629
   Per Stirling Capital Management LLC. 117 - 2024-03-31 34,313 $681,000 -28,278
   SWMG LLC 46 - 2024-03-31 33,446 $663,000 -20,070
   JANNEY MONTGOMERY SCOTT LLC 1849 - 2024-03-31 29,814 $591,000 -8,607
   Principle Wealth Partners LLC 203 - 2024-03-31 29,245 $580,000 -8,844
   Hedeker Wealth Management Group LLC 83 - 2024-03-31 28,125 $558,000 -1,276
   COMERICA BANK 1923 - 2024-03-31 22,645 $449,000 -191
   CONTINUUM WEALTH ADVISORS LLC 36 - 2024-03-31 20,527 $407,000 -1,317
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3813 - 2024-03-31 18,368 $364,000 -77,406
   Alta Wealth Advisors LLC 99 - 2024-03-31 17,222 $342,000 -235
   FINANCIAL NETWORK 2205 - 2024-03-31 16,692 $331,000 -7,301
   CASTLE WEALTH MANAGEMENT LLC 102 - 2024-03-31 14,224 $282,000 -564
   Resources Investment Advisors Inc. 1005 - 2024-03-31 11,189 $222,000 -488
   Sigma Planning Corp 1092 - 2024-03-31 10,943 $217,000 -2,754
   NBC SECURITIES INC. 1040 - 2024-03-31 3,529 $71,000 -495
   Larson Financial Group LLC 667 - 2024-03-31 2,709 $54,000 -1,214
  38 Records found
  1    
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