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Get Institutions for : 
First Trust Tcw Securitized Plus Etf (DEED)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 41    2
Total shares held : 
 2,346,963  
% of shares held : 
 2.61%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -1  
Amount of shares held : 
 -46,690  
% of shares held change : 
   -0.05%  
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
 333,461
 14.21%
 
Increased Positions :
11
 238,670
 10.17%
 
Unchanged Positions :
9
 84,874
 3.62%
 
Decreased Positions :
14
-499,248
-21.27%
 
Closed Positions :
5
-119,573
-5.09%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   GDS Wealth Management 29 - 2024-03-31 600,864 $12,444,000 98,160
   Harwood Advisory Group LLC 7 - 2024-03-31 551,194 $11,415,000 -18,448
   Elevated Capital Advisors LLC 36 - 2024-03-31 139,236 $2,884,000 51,232
   Blackhawk Capital Partners LLC. 22 - 2024-03-31 114,671 $2,375,000 -1,269
   Equitable Holdings Inc. 400 - 2024-03-31 114,228 $2,366,000 11,713
   JANE STREET GROUP LLC 2107 - 2024-03-31 109,113 $2,260,000 44,326
   ALTFEST L J & CO INC 64 - 2024-03-31 92,325 $1,912,000 24,417
   LPL FINANCIAL CORP 2586 - 2024-03-31 86,474 $1,791,000 7,392
   HARBOUR INVESTMENTS INC. 282 - 2023-12-31 72,802 $1,544,000 -4,631
   Chicago Partners Investment Group LLC 290 - 2024-03-31 57,930 $1,163,000 532
   INTL FCSTONE INC. 200 - 2024-03-31 30,000 $621,000 -20,000
   Barber Financial Group Inc. 77 - 2023-03-31 22,272 $484,000 -10
   Modern Wealth Management LLC 206 - 2024-03-31 20,720 $425,000 -268
   GeoWealth Management LLC 478 - 2024-03-31 20,434 $423,000 -12,260
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2472 - 2024-03-31 18,911 $392,000 -19,933
   TELEMUS CAPITAL LLC 276 - 2023-12-31 14,797 $314,000 -977
   Root Financial Partners LLC 79 - 2024-03-31 14,469 $300,000 -8,163
   HPM Partners LLC 1921 - 2024-03-31 12,997 $269,000 -8,678
   Goss Wealth Management LLC 1681 *New 2024-03-31 12,893 $267,000 12,893
   Capital Financial Planning LLC 70 - 2023-09-30 11,838 $236,000 -2,451
   Running Point Capital Advisors LLC 88 - 2024-03-31 10,188 $211,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 3558 *New 2024-03-31 9,903 $205,000 9,903
   GUARDIAN WEALTH ADVISORS LLC / NC 301 - 2024-03-31 3,043 $63,000 -2,859
   Aptus Capital Advisors LLC 853 - 2024-03-31 3,043 $63,000 -2,859
   Coppell Advisory Solutions LLC 501 - 2023-12-31 2,298 $49,000 2,216
   ALPHAMARK ADVISORS LLC 346 - 2024-03-31 2,325 $48,000 -4,945
   Geneos Wealth Management Inc. 1163 - 2024-03-31 1,857 $38,000 -342
   Advisor Group Holdings Inc. 4966 - 2024-03-31 1,561 $32,000 -3,830
   Aspire Private Capital LLC 271 - 2024-03-31 1,518 $31,000 0
   Scarborough Advisors LLC 139 - 2024-03-31 1,281 $27,000 26
   Richard W. Paul & Associates LLC 242 - 2024-03-31 1,246 $26,000 -12
   UBS Group AG 5792 - 2024-03-31 786 $16,000 781
   Wagner Wealth Management LLC 206 - 2024-03-31 440 $9,000 0
   AdvisorNet Financial Inc 1625 - 2024-03-31 115 $2,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3341 *Closed 2024-03-31 0 $0 -9,888
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5668 *Closed 2024-03-31 0 $0 -30,386
   MORGAN STANLEY 7160 *Closed 2024-03-31 0 $0 -1
   PROEQUITIES INC. 5312 - 2024-03-31 0 $0 0
   WELLS FARGO & CO/MN 6490 - 2024-03-31 1 $0 1
   ICA Group Wealth Management LLC 1308 *Closed 2024-03-31 0 $0 -3,982
   Arkadios Wealth Advisors 719 *Closed 2024-03-31 0 $0 -16,412
   CONDOR CAPITAL MANAGEMENT 184 *Closed 2024-03-31 0 $0 -104,424
   RAYMOND JAMES & ASSOCIATES 3907 *Closed 2024-03-31 0 $0 -122,590
   Global Retirement Partners LLC 3356 *Closed 2024-03-31 0 $0 -9
   ORG Partners LLC 850 *Closed 2024-03-31 0 $0 -612
   ROYAL BANK OF CANADA 6911 *Closed 2024-03-31 0 $0 -15
   Walkner Condon Financial Advisors LLC 275 *Closed 2024-03-31 0 $0 -68,770
   FLOW TRADERS U.S. LLC 1074 *Closed 2024-03-31 0 $0 -86,356
  48 Records found
  1    
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