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
   ROYAL BANK OF CANADA 1639 - 2024-03-31 419,813 $7,873,000 -63,549
   Cedrus LLC 5 - 2024-03-31 381,770 $7,159,000 -32,850
   Capital Asset Advisory Services LLC 43 - 2024-03-31 283,975 $5,316,000 -69,961
   AXXCESS WEALTH MANAGEMENT LLC 123 - 2024-03-31 282,570 $5,299,000 -70,485
   Mutual Advisors LLC 155 - 2024-03-31 206,578 $3,874,000 -21,786
   Advisor Group Holdings Inc. 1594 - 2024-03-31 120,059 $2,252,000 -5,171
   Kraft Davis & Associates LLC 40 - 2024-03-31 100,618 $1,878,000 -7,746
   Private Advisor Group LLC 880 - 2024-03-31 92,405 $1,733,000 -3,484
   ENVESTNET ASSET MANAGEMENT INC 3195 - 2024-03-31 38,997 $731,000 -20,149
   JANE STREET GROUP LLC 3458 - 2024-03-31 38,407 $720,000 -31,987
   PRINCIPAL SECURITIES INC. 558 - 2024-03-31 35,783 $671,000 -20,730
   FINANCIAL NETWORK 2070 - 2024-03-31 21,204 $398,000 -694
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 455 - 2024-03-31 19,435 $363,000 -4,500
   Cornerstone Wealth Management LLC 462 - 2024-03-31 13,936 $261,000 -478
   Kestra Advisory Services LLC 2102 - 2024-03-31 13,623 $255,000 -4,180
   CREATIVE FINANCIAL DESIGNS INC /ADV 369 - 2024-03-31 13,270 $249,000 -557
   Tidemark LLC 174 - 2024-03-31 5,223 $98,000 -5,373
   FinTrust Capital Advisors LLC 408 - 2024-03-31 4,446 $83,000 -4,446
   NBC SECURITIES INC. 1072 - 2024-03-31 3,342 $62,000 -1,291
   UBS Group AG 6739 - 2024-03-31 119 $2,000 -892
   WELLS FARGO & CO/MN 5688 - 2024-03-31 0 $0 -1
  21 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