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Get Institutions for : 
First Trust Low Duration Strategic Focus Etf (LDSF)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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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: 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 1312 - 2024-03-31 541,621 $10,157,000 9,474
   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
   DAVIDSON D A & CO 583 *New 2024-03-31 85,058 $1,595,000 85,058
   Resources Investment Advisors Inc. 389 - 2024-03-31 83,659 $1,569,000 11,658
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1787 - 2024-03-31 80,475 $1,509,000 7,695
   COMMONWEALTH EQUITY SERVICES LLC. 1968 - 2024-03-31 77,448 $1,452,000 15,816
   MML INVESTORS SERVICES LLC 1251 - 2024-03-31 69,974 $1,312,000 9,889
   RAYMOND JAMES & ASSOCIATES 2437 - 2024-03-31 66,577 $1,249,000 26,402
   Steward Partners Investment Advisory LLC 803 - 2024-03-31 51,277 $962,000 0
   CITADEL ADVISORS LLC 3164 - 2024-03-31 48,503 $910,000 35,773
   Sigma Planning Corp 561 - 2024-03-31 43,261 $811,000 17,655
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2064 - 2024-03-31 33,410 $627,000 4,353
   Larson Financial Group LLC 207 - 2024-03-31 32,584 $611,000 176
   Ameritas Advisory Services LLC 514 - 2024-03-31 30,631 $574,000 30,631
   1776 WEALTH LLC 75 - 2024-03-31 30,000 $563,000 0
   WEALTHSOURCE PARTNERS LLC 321 - 2023-12-31 26,245 $495,000 0
   Snowden Capital Advisors LLC 809 - 2024-03-31 22,922 $430,000 0
   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
   Gladstone Institutional Advisory LLC 500 - 2024-03-31 18,795 $352,000 74
   MULTIFINANCIAL SECURITIES CORP 1860 *New 2024-03-31 17,583 $330,000 17,583
   XML Financial LLC 285 - 2024-03-31 14,989 $281,000 0
   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
   PROSPERA FINANCIAL SERVICES 919 - 2023-12-31 12,932 $244,000 267
   TRUSTCORE FINANCIAL SERVICES LLC 254 - 2022-12-31 12,461 $230,000 0
   SYNOVUS FINANCIAL CORP 788 *New 2024-03-31 11,781 $221,000 11,781
   Western Wealth Management LLC 600 - 2024-03-31 11,638 $218,000 28
   CAPTRUST FINANCIAL ADVISORS 1979 - 2024-03-31 10,833 $203,000 0
   BB&T CORP 2461 - 2024-03-31 10,414 $195,000 170
   GPS Wealth Strategies Group LLC 326 - 2024-03-31 7,000 $131,000 0
   CWM LLC 1763 - 2024-03-31 6,300 $118,000 756
   Tidemark LLC 174 - 2024-03-31 5,223 $98,000 -5,373
   Geneos Wealth Management Inc. 871 - 2024-03-31 4,940 $93,000 0
   PRIVATE TRUST CO NA 923 - 2024-03-31 4,520 $85,000 0
   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
   Capital Investment Advisory Services LLC 654 - 2024-03-31 2,600 $49,000 50
   HARBOUR INVESTMENTS INC. 1726 - 2023-12-31 1,424 $27,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1474 - 2024-03-31 1,285 $24,000 0
   TD CAPITAL MANAGEMENT LLC 241 - 2024-03-31 1,048 $20,000 0
   COMERICA BANK 3015 - 2024-03-31 1,000 $19,000 0
   DHJJ Financial Advisors Ltd. 404 - 2024-03-31 730 $14,000 0
   PROEQUITIES INC. 1956 - 2024-03-31 160 $3,000 0
   UBS Group AG 6739 - 2024-03-31 119 $2,000 -892
   WELLS FARGO & CO/MN 5688 - 2024-03-31 0 $0 -1
   AE Wealth Management LLC 1244 *Closed 2024-03-31 0 $0 -12,394
   PNC FINANCIAL SERVICES GROUP INC 4415 *Closed 2024-03-31 0 $0 -931
   TOWER RESEARCH CAPITAL LLC 5550 *Closed 2024-03-31 0 $0 -349
   CarsonAllaria Wealth Management Ltd. 393 *Closed 2024-03-31 0 $0 -1,066
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5669 *Closed 2024-03-31 0 $0 -50,050
   BENJAMIN EDWARDS INC 716 *Closed 2024-03-31 0 $0 -938
   Sound Income Strategies LLC 1294 - 2024-03-31 2 $0 0
   PARKSIDE FINANCIAL BANK & TRUST 1919 - 2024-03-31 1 $0 0
   ADVISORY SERVICES NETWORK, LLC 2709 *Closed 2024-03-31 0 $0 -1,856
   Goss Wealth Management LLC 3826 *Closed 2024-03-31 0 $0 -17,270
   STIFEL FINANCIAL CORP 3408 *Closed 2024-03-31 0 $0 -13,707
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 227 *Closed 2024-03-31 0 $0 -13,484
   Jacobi Capital Management LLC 492 *Closed 2024-03-31 0 $0 -10,818
   EdgeRock Capital LLC 304 *Closed 2024-03-31 0 $0 -1,949
   OLD MISSION CAPITAL LLC 1169 *Closed 2024-03-31 0 $0 -146,351
   Atlas Private Wealth Advisors 165 *Closed 2024-03-31 0 $0 -16,424
   Cetera Investment Advisers 2152 *Closed 2024-03-31 0 $0 -13,490
  74 Records found
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