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


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 92    12
Total shares held : 
 10,234,737  
% of shares held : 
 11.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   44  
Amount of shares held : 
 2,244,240  
% of shares held change : 
   2.49%  
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 :
18
 771,105
 7.53%
 
Increased Positions :
47
 2,008,109
 19.62%
 
Unchanged Positions :
12
 62,580
 0.61%
 
Decreased Positions :
15
-444,169
-4.34%
 
Closed Positions :
6
-90,805
-0.89%
 
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
   LPL FINANCIAL CORP 400 - 2024-03-31 3,490,262 $78,426,000 747,047
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 325 - 2024-03-31 1,638,828 $36,824,000 277,341
   RAYMOND JAMES & ASSOCIATES 1106 - 2024-03-31 483,413 $10,862,000 8,913
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 455 - 2024-03-31 444,773 $9,994,000 172,047
   Ameritas Advisory Services LLC 57 - 2024-03-31 399,226 $8,895,000 202,127
   MULTIFINANCIAL SECURITIES CORP 327 - 2024-03-31 344,549 $7,742,000 175,363
   Dunhill Financial LLC 4 - 2024-03-31 305,883 $6,872,000 37,956
   ROYAL BANK OF CANADA 1776 - 2024-03-31 274,883 $6,177,000 16,992
   STIFEL FINANCIAL CORP 1029 - 2024-03-31 274,192 $6,161,000 182,865
   ENVESTNET ASSET MANAGEMENT INC 1897 - 2024-03-31 249,936 $5,616,000 -59,805
   Advisor Group Holdings Inc. 991 - 2024-03-31 236,177 $5,307,000 6,291
   COMMONWEALTH EQUITY SERVICES LLC. 1121 - 2024-03-31 235,691 $5,296,000 168,434
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 653 - 2024-03-31 225,754 $5,073,000 19,987
   HIGHTOWER ADVISORS, LLC 1006 - 2024-03-31 199,214 $4,467,000 199,214
   JANNEY MONTGOMERY SCOTT LLC 837 - 2024-03-31 177,944 $3,998,000 19,788
   CWM LLC 476 - 2024-03-31 160,716 $3,611,000 30,220
   MML INVESTORS SERVICES LLC 803 - 2024-03-31 151,784 $3,411,000 31,531
   PROSPERA FINANCIAL SERVICES 218 - 2023-12-31 154,242 $3,295,000 9,921
   RiverTree Advisors LLC 20 *New 2024-03-31 145,629 $3,272,000 145,629
   JANNEY CAPITAL MANAGEMENT LLC 100 - 2024-03-31 142,121 $3,193,000 -2,266
   PCG Wealth Advisors LLC 25 - 2024-03-31 138,097 $3,103,000 138,097
   Atria Wealth Solutions Inc. 545 - 2024-03-31 115,212 $2,589,000 9,588
   Integrated Wealth Concepts LLC 464 - 2024-03-31 104,951 $2,358,000 1,288
   Onyx Bridge Wealth Group LLC 56 *New 2024-03-31 91,192 $2,010,000 91,192
   Snowden Capital Advisors LLC 316 - 2024-03-31 88,623 $1,991,000 29,674
   LINCOLN NATIONAL CORP 346 - 2024-03-31 83,239 $1,870,000 15,400
   Beacon Pointe Advisors LLC 520 - 2024-03-31 79,895 $1,795,000 -5,018
   IHT Wealth Management LLC 292 - 2024-03-31 76,307 $1,715,000 151
   JANE STREET GROUP LLC 2433 - 2024-03-31 75,933 $1,706,000 -178,855
   Envestnet Portfolio Solutions Inc. 691 - 2024-03-31 74,031 $1,663,000 11,081
   FINANCIAL NETWORK 1125 - 2024-03-31 73,536 $1,652,000 14,182
   Csenge Advisory Group 179 - 2024-03-31 72,078 $1,620,000 21,629
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 884 - 2024-03-31 63,561 $1,428,000 49,107
   PRINCIPAL SECURITIES INC. 354 - 2024-03-31 63,150 $1,419,000 12,223
   DAVIDSON D A & CO 619 - 2024-03-31 63,096 $1,418,000 33,787
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 195 - 2024-03-31 61,824 $1,389,000 538
   Sequent Planning LLC 36 - 2024-03-31 60,389 $1,357,000 0
   H D Vest Advisory Services 669 - 2024-03-31 56,412 $1,268,000 35,891
   Western Wealth Management LLC 198 - 2024-03-31 54,500 $1,225,000 -8,375
   American Institute for Advanced Investment Managem 31 - 2024-03-31 53,025 $1,191,000 7,950
   Householder Group Estate & Retirement Specialist L 57 - 2024-03-31 52,847 $1,187,000 -2,620
   Resources Investment Advisors Inc. 461 - 2024-03-31 51,922 $1,167,000 595
   Kestra Advisory Services LLC 1283 - 2024-03-31 40,937 $920,000 -112,690
   Capital Investment Advisory Services LLC 207 - 2024-03-31 39,572 $889,000 7,958
   Concurrent Investment Advisors LLC 411 - 2024-03-31 37,056 $833,000 7,652
   LVZ Advisors Inc. 55 - 2024-03-31 33,488 $752,000 6,750
   RFG Advisory Group LLC 405 - 2024-03-31 33,309 $748,000 79
   Quad-Cities Investment Group LLC 60 - 2024-03-31 32,545 $731,000 5,397
   KESTRA PRIVATE WEALTH SERVICES LLC 679 - 2024-03-31 30,613 $688,000 -477
   AMERIPRISE FINANCIAL INC 3244 - 2024-03-31 29,410 $661,000 10,328
   FSB PREMIER WEALTH MANAGEMENT INC. 78 - 2024-03-31 26,750 $601,000 367
   Goss Wealth Management LLC 1229 - 2024-03-31 26,166 $588,000 7,781
   INTL FCSTONE INC. 203 - 2024-03-31 26,026 $585,000 8,064
   US BANCORP 1405 *New 2024-03-31 25,906 $582,000 25,906
   Lakeview Capital Partners LLC 220 - 2024-03-31 25,212 $567,000 4,244
   Private Advisor Group LLC 1456 - 2024-03-31 24,228 $544,000 768
   Accel Wealth Management 109 - 2024-03-31 24,060 $541,000 0
   Brookstone Capital Management 604 *New 2024-03-31 23,886 $537,000 23,886
   Ausdal Financial Partners Inc. 263 - 2024-03-31 23,107 $519,000 6,273
   Equitable Holdings Inc. 800 - 2024-03-31 22,348 $502,000 1,726
   Insight Advisors LLC/ PA 159 - 2024-03-31 22,224 $499,000 0
   AE Wealth Management LLC 819 - 2024-03-31 21,834 $491,000 -47,270
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 402 - 2024-03-31 19,737 $443,000 5,577
   TFB Advisors LLC 145 *New 2024-03-31 20,152 $439,000 20,152
   Sterling Manor Financial LLC 18 - 2024-03-31 19,539 $439,000 2,159
   HARBOUR INVESTMENTS INC. 576 - 2023-12-31 20,261 $433,000 19,839
   FLAGSHIP HARBOR ADVISORS LLC 448 *New 2024-03-31 17,385 $391,000 17,385
   Foundations Investment Advisors LLC 521 - 2024-03-31 16,961 $381,000 221
   BlueChip Wealth Advisors LLC 81 - 2024-03-31 16,612 $373,000 2,865
   MORGAN STANLEY 5307 - 2024-03-31 15,100 $339,000 13,999
   Treasure Coast Financial Planning 27 - 2024-03-31 14,175 $319,000 0
   Cedrus LLC 114 *New 2024-03-31 13,750 $309,000 13,750
   Perigon Wealth Management LLC 672 - 2024-03-31 13,755 $309,000 1,235
   Gladstone Institutional Advisory LLC 540 - 2024-03-31 12,645 $284,000 204
   Truadvice LLC 183 - 2023-09-30 13,560 $281,000 -1,325
   BENJAMIN F. EDWARDS & COMPANY INC. 812 - 2024-03-31 12,058 $271,000 1,047
   SMITH MOORE & CO. 368 - 2024-03-31 11,674 $262,000 0
   CHANNEL WEALTH LLC 163 - 2024-03-31 10,004 $225,000 131
   BB&T CORP 2437 - 2024-03-31 9,311 $209,000 -106,470
   IFP Advisors Inc 928 - 2023-12-31 9,276 $198,000 1,505
   Aptus Capital Advisors LLC 725 - 2024-03-31 8,386 $188,000 -1,292
   BENJAMIN EDWARDS INC 347 - 2024-03-31 7,871 $177,000 -1,005
   Capital Analysts Inc. 469 *New 2024-03-31 7,506 $169,000 7,506
   Geneos Wealth Management Inc. 766 - 2024-03-31 6,645 $149,000 0
   Coastal Capital Group Inc. 178 - 2023-06-30 3,686 $77,000 0
   Global Retirement Partners LLC 1202 - 2024-03-31 3,279 $74,000 597
   BANK OF AMERICA CORP /DE/ 5566 *New 2024-03-31 1,500 $34,000 1,500
   Steward Partners Investment Advisory LLC 2298 - 2024-03-31 1,425 $32,000 0
   Investors Research Corp 580 *New 2024-03-31 1,201 $27,000 1,201
   Tyler-Stone Wealth Management 484 *New 2024-03-31 1,007 $23,000 1,007
   PRIVATE TRUST CO NA 1406 - 2024-03-31 1,000 $22,000 0
   GAMMA Investing LLC 1618 - 2024-03-31 913 $21,000 0
   GRADIENT INVESTMENTS LLC 561 - 2024-03-31 756 $17,000 0
   COMERICA BANK 3061 - 2024-03-31 723 $16,000 256
   WELLS FARGO & CO/MN 5257 - 2024-03-31 204 $5,000 203
   NBC SECURITIES INC. 1819 - 2024-03-31 225 $5,000 0
   J P MORGAN CHASE & CO 5190 - 2024-03-31 131 $3,000 0
   FMR LLC 4930 - 2024-03-31 1 $0 0
   Parallel Advisors LLC 3154 *Closed 2024-03-31 0 $0 -5,675
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5772 *Closed 2024-03-31 0 $0 -104,601
  100 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