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Get Institutions for : 
First Trust Long Duration Opportunities Etf (LGOV)  
$20.92 0.10 (0.48%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 76    6
Total shares held : 
 9,993,290  
% of shares held : 
 11.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   14  
Amount of shares held : 
 2,471,380  
% of shares held change : 
   2.75%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $20.09  
Last Quarter's Ending Price : 
 $22.13  
Last Quarter's Average Price : 
 $20.64  
Change from last quarter's     
avg. price to the last closing  : 
0.28 (1.36%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 1,315,069
 13.16%
 
Increased Positions :
30
 2,054,316
 20.56%
 
Unchanged Positions :
8
 93,479
 0.94%
 
Decreased Positions :
22
-426,513
-4.27%
 
Closed Positions :
10
-471,492
-4.72%
 
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 759 - 2024-03-31 1,396,302 $29,853,000 846,336
   ENVESTNET ASSET MANAGEMENT INC 1033 - 2024-03-31 1,066,105 $22,793,000 860,318
   Gladstone Institutional Advisory LLC 13 - 2024-03-31 1,002,087 $21,425,000 -50,475
   Atria Wealth Solutions Inc. 97 - 2024-03-31 921,413 $19,700,000 404,818
   MORGAN STANLEY 2785 - 2024-03-31 846,275 $18,093,000 846,274
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 291 - 2024-03-31 803,991 $17,189,000 274,748
   ROYAL BANK OF CANADA 1241 - 2024-03-31 737,538 $15,769,000 193,914
   Kestra Advisory Services LLC 240 - 2024-03-31 621,210 $13,281,000 240,883
   STEPHENS INC /AR/ 124 - 2024-03-31 618,106 $13,215,000 32,098
   Marshall Financial Group LLC 5 - 2024-03-31 592,698 $12,672,000 83,300
   Advisor Group Holdings Inc. 572 - 2024-03-31 596,713 $12,652,000 209,748
   GDS Wealth Management 32 - 2024-03-31 572,205 $12,234,000 93,622
   HIGHTOWER ADVISORS, LLC 628 - 2024-03-31 557,604 $11,914,000 241,975
   Walkner Condon Financial Advisors LLC 11 - 2024-03-31 390,364 $8,346,000 -25,568
   COMMONWEALTH EQUITY SERVICES LLC. 930 - 2024-03-31 346,416 $7,406,000 57,338
   Owen LaRue LLC 8 *New 2024-03-31 277,881 $5,941,000 277,881
   JANNEY MONTGOMERY SCOTT LLC 706 - 2024-03-31 273,059 $5,838,000 184,808
   FIRST HEARTLAND CONSULTANTS INC 50 - 2024-03-31 262,258 $5,607,000 -19,028
   FINANCIAL NETWORK 609 - 2024-03-31 247,617 $5,294,000 51,596
   Holistic Financial Partners 8 - 2024-03-31 245,826 $5,256,000 2,897
   RAYMOND JAMES & ASSOCIATES 1546 - 2024-03-31 241,620 $5,166,000 33,444
   BANK OF NEW YORK MELLON CORP 2366 - 2024-03-31 213,545 $4,566,000 178,284
   Goss Wealth Management LLC 411 - 2024-03-31 210,949 $4,510,000 15,384
   ICA Group Wealth Management LLC 25 - 2024-03-31 208,219 $4,452,000 12,427
   FIRST TRUST ADVISORS LP 1390 - 2024-03-31 194,443 $4,157,000 118,715
   Kingsview Wealth Management LLC 238 - 2024-03-31 146,672 $3,136,000 8,062
   Cetera Investment Advisers 572 - 2024-03-31 114,528 $2,449,000 83,770
   Sigma Planning Corp 258 - 2024-03-31 112,155 $2,398,000 72,366
   Midwest Financial Group LLC 18 - 2024-03-31 101,423 $2,168,000 -3,161
   Sequent Planning LLC 21 - 2024-03-31 101,413 $2,168,000 0
   Envestnet Portfolio Solutions Inc. 624 - 2024-03-31 97,524 $2,085,000 97,524
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1623 - 2024-03-31 94,201 $2,014,000 -188,747
   Geneos Wealth Management Inc. 254 *New 2024-03-31 93,130 $1,991,000 93,130
   IFG Advisory LLC 199 - 2024-03-31 85,510 $1,828,000 50,309
   ATRIA INVESTMENTS LLC 642 *New 2023-12-31 80,445 $1,780,000 80,445
   Orion Portfolio Solutions LLC 735 *New 2024-03-31 79,276 $1,695,000 79,276
   HARBOUR INVESTMENTS INC. 261 - 2023-12-31 76,151 $1,685,000 74,397
   AE Wealth Management LLC 562 - 2024-03-31 69,283 $1,481,000 24,978
   Investors Research Corp 59 - 2024-03-31 67,237 $1,438,000 -1,604
   Concurrent Investment Advisors LLC 312 - 2024-03-31 64,627 $1,382,000 4,665
   MULTIFINANCIAL SECURITIES CORP 1000 - 2024-03-31 64,318 $1,375,000 46,037
   BENJAMIN F. EDWARDS & COMPANY INC. 436 - 2024-03-31 63,610 $1,360,000 47,303
   Good Life Advisors LLC 133 - 2024-03-31 63,512 $1,358,000 9,137
   BB&T CORP 1512 - 2024-03-31 54,283 $1,161,000 632
   CREATIVE FINANCIAL DESIGNS INC /ADV 168 *New 2024-03-31 46,414 $992,000 46,414
   PARK AVENUE SECURITIES LLC 694 - 2024-03-31 43,826 $937,000 43,826
   NewEdge Wealth LLC 450 - 2024-03-31 42,336 $865,000 24,340
   Integrated Advisors Network LLC 354 - 2024-03-31 36,125 $772,000 20,317
   Mutual Advisors LLC 567 *New 2024-03-31 35,611 $761,000 35,611
   Cedrus LLC 49 *New 2024-03-31 34,832 $745,000 34,832
   GeoWealth Management LLC 351 *New 2024-03-31 33,818 $723,000 33,818
   Clarus Wealth Advisors 70 - 2024-03-31 28,485 $588,000 743
   Integrated Wealth Concepts LLC 995 - 2024-03-31 26,215 $560,000 1,651
   Cherry Creek Investment Advisors Inc. 59 *New 2024-03-31 24,133 $516,000 24,133
   IAMS WEALTH MANAGEMENT LLC 83 - 2024-03-31 23,587 $501,000 -10,566
   H D Vest Advisory Services 1038 - 2024-03-31 23,150 $495,000 -2,245
   COASTLINE TRUST CO 180 *New 2024-03-31 22,415 $479,000 22,415
   Coppell Advisory Solutions LLC 165 - 2023-12-31 20,856 $462,000 20,856
   Altus Wealth Group LLC 91 *New 2024-03-31 19,864 $425,000 19,864
   Ferguson Shapiro LLC 29 - 2024-03-31 19,403 $415,000 -308,229
   PROEQUITIES INC. 485 - 2024-03-31 19,121 $409,000 16,459
   Snowden Capital Advisors LLC 846 - 2024-03-31 18,616 $398,000 -63,132
   Maia Wealth LLC 130 - 2023-12-31 17,365 $384,000 0
   OPPENHEIMER & CO INC 1088 - 2024-03-31 17,891 $383,000 4,242
   N.E.W. Advisory Services LLC 132 - 2024-03-31 15,017 $321,000 3,394
   PROSPERA FINANCIAL SERVICES 870 - 2023-12-31 12,975 $287,000 -17,670
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 904 - 2024-03-31 13,240 $283,000 776
   Security Financial Services INC. 152 - 2024-03-31 12,831 $274,000 661
   Rockefeller Capital Management L.P. 1607 - 2024-03-31 12,527 $268,000 181
   Centennial Wealth Advisory LLC 116 *New 2024-03-31 11,956 $256,000 11,956
   Western Wealth Management LLC 552 - 2024-03-31 11,915 $255,000 -7,600
   WEDBUSH MORGAN SECURITIES INC 965 *New 2024-03-31 11,583 $248,000 11,583
   Patriot Financial Group Insurance Agency LLC 410 *New 2024-03-31 11,367 $243,000 11,367
   COMERICA BANK 2231 *New 2024-03-31 11,260 $241,000 11,260
   Coppell Advisory Solutions Corp. 241 *New 2024-03-31 10,312 $220,000 10,312
   MBE Wealth Management LLC 78 - 2024-03-31 10,149 $217,000 0
   Core Wealth Partners LLC 128 *New 2024-03-31 10,073 $215,000 10,073
   GREAT VALLEY ADVISOR GROUP INC. 700 - 2024-03-31 9,800 $210,000 -310
   IFP Advisors Inc 991 - 2023-12-31 7,801 $173,000 -203
   PRIVATE TRUST CO NA 1100 - 2024-03-31 2,327 $50,000 -149
   CWM LLC 2285 *New 2024-03-31 2,303 $49,000 2,303
   Larson Financial Group LLC 702 - 2024-03-31 2,200 $47,000 0
   Raleigh Capital Management Inc. 311 *New 2024-03-31 2,077 $44,000 2,077
   Beacon Capital Management LLC 361 - 2024-03-31 1,600 $34,000 -200
   PRINCIPAL SECURITIES INC. 1743 - 2024-03-31 1,536 $33,000 1,315
   BENJAMIN EDWARDS INC 529 - 2024-03-31 1,339 $29,000 1,339
   TUCKER ASSET MANAGEMENT LLC 411 - 2023-12-31 685 $15,000 -808
   NBC SECURITIES INC. 1626 *New 2024-03-31 560 $11,000 560
   SIGNATUREFD, LLC 2259 *New 2024-03-31 536 $11,000 536
   Financial Gravity Wealth Inc. 503 - 2024-03-31 365 $8,000 -210
   Capital Investment Advisory Services LLC 850 *New 2024-03-31 276 $6,000 276
   Wagner Wealth Management LLC 225 - 2024-03-31 90 $2,000 -131
   Creekmur Asset Management LLC 737 - 2024-03-31 70 $1,000 24
   ADVISORY SERVICES NETWORK, LLC 1461 *Closed 2024-03-31 0 $0 -1,130
   WELLS FARGO & CO/MN 5692 - 2024-03-31 1 $0 0
   FMR LLC 4754 *New 2024-03-31 1 $0 1
   Kovack Advisors Inc. 479 *Closed 2024-03-31 0 $0 -15,453
   OLD MISSION CAPITAL LLC 843 *Closed 2024-03-31 0 $0 -38,625
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5576 *Closed 2024-03-31 0 $0 -24,421
   Gateway Wealth Partners LLC 244 *Closed 2024-03-31 0 $0 -18,237
  100 Records found
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