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Get Institutions for : 
First Trust Tcw Emerging Markets Debt Etf (EFIX)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 10    2
Total shares held : 
2,139,515  
% of shares held : 
23.77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  4  
Amount of shares held : 
106,772  
% of shares held change : 
  1.19%  
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 :
3
 68,592
 3.21%
 
Increased Positions :
3
 39,433
 1.84%
 
Unchanged Positions :
3
 888
 0.04%
 
Decreased Positions :
1
-382
-0.02%
 
Closed Positions :
1
-871
-0.04%
 
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
   Sound Income Strategies LLC 10 - 2024-03-31 2,077,447 $33,892,000 57,345
   Hedeker Wealth Management Group LLC 70 - 2024-03-31 75,705 $1,235,000 7,142
   JANE STREET GROUP LLC 3503 - 2023-12-31 47,407 $759,000 6,357
   Advisor Group Holdings Inc. 5375 - 2023-12-31 1,390 $22,000 226
   UBS Group AG 5820 - 2023-12-31 1,136 $18,000 -382
   Beacon Capital Management LLC 488 - 2023-12-31 807 $12,000 0
   Caitlin John LLC 748 - 2023-12-31 81 $1,000 0
   MORGAN STANLEY 7096 *New 2023-12-31 1 $0 1
   Stonebridge Capital Advisors LLC 531 *Closed 2023-12-31 0 $0 -871
   Ronald Blue Trust Inc. *Closed 2024-03-31 0 $0 -28
   PROEQUITIES INC. - 2024-03-31 0 $0 0

  11 Records found
  1    
  Page 1 of 1
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