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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
   Harwood Advisory Group LLC 6 - 2023-12-31 569,642 $12,084,000 -37,346
   Blackhawk Capital Partners LLC. 22 - 2024-03-31 114,671 $2,375,000 -1,269
   HARBOUR INVESTMENTS INC. 282 - 2023-12-31 72,802 $1,544,000 -4,631
   JANE STREET GROUP LLC 2836 - 2023-12-31 64,787 $1,374,000 -157,020
   GeoWealth Management LLC 267 - 2023-12-31 32,694 $693,000 -12,872
   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
   HPM Partners LLC - 2023-12-31 21,675 $460,000 -8,108
   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
   Capital Financial Planning LLC 70 - 2023-09-30 11,838 $236,000 -2,451
   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
   Richard W. Paul & Associates LLC - 2023-12-31 1,258 $27,000 -283
   UBS Group AG 8445 - 2023-12-31 5 $0 -2,590
  17 Records found
  1    
  Page 1 of 1
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