Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
First Trust/Fiduciary Asset Management Covered Call Fund (FFA)  
$19.15 0.06 (0.31%) as of 4:30 Mon 5/20


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 55    0
Total shares held : 
 5,812,088  
% of shares held : 
 29.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -10  
Amount of shares held : 
 175,184  
% of shares held change : 
   0.88%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $17.22  
Last Quarter's Ending Price : 
 $18.27  
Last Quarter's Average Price : 
 $17.27  
Change from last quarter's     
avg. price to the last closing  : 
1.88 (10.89%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 11,326
 0.19%
 
Increased Positions :
16
 340,214
 5.85%
 
Unchanged Positions :
10
 86,113
 1.48%
 
Decreased Positions :
26
-162,203
-2.79%
 
Closed Positions :
3
-14,153
-0.24%
 
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
   WELLS FARGO & CO/MN 1474 - 2024-03-31 578,565 $10,935,000 19,384
   GUGGENHEIM CAPITAL LLC 479 - 2024-03-31 322,260 $6,091,000 30,776
   UBS Group AG 2119 - 2024-03-31 282,365 $5,337,000 5,214
   ROYAL BANK OF CANADA 1893 - 2024-03-31 269,955 $5,102,000 1,876
   RAYMOND JAMES & ASSOCIATES 1698 - 2024-03-31 223,246 $4,219,000 7,649
   SHAKER FINANCIAL SERVICES, LLC 15 - 2024-03-31 210,193 $3,973,000 19,039
   NORTH STAR INVESTMENT MANAGEMENT CORP. 105 - 2024-03-31 179,441 $3,391,000 6,594
   LPL FINANCIAL CORP 2300 - 2024-03-31 133,993 $2,532,000 2,437
   Edmonds Duncan Registered Investment Advisors LLC 45 - 2024-03-31 70,487 $1,332,000 1,435
   Advisor Group Holdings Inc. 2040 - 2024-03-31 70,304 $1,329,000 1,917
   AMERIPRISE FINANCIAL INC 3012 - 2024-03-31 64,730 $1,223,000 15,759
   ENVESTNET ASSET MANAGEMENT INC 2913 - 2024-03-31 61,153 $1,156,000 391
   COMMONWEALTH EQUITY SERVICES LLC. 2234 - 2024-03-31 51,477 $973,000 364
   9258 Wealth Management LLC 136 - 2024-03-31 47,292 $894,000 36
   BB&T CORP 1859 - 2024-03-31 30,520 $577,000 1,451
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2213 - 2024-03-31 28,173 $532,000 1,266
   CWM LLC 1181 - 2024-03-31 22,615 $427,000 238
   Aurora Private Wealth Inc. 74 - 2024-03-31 21,464 $406,000 6,059
   KESTRA PRIVATE WEALTH SERVICES LLC 961 - 2024-03-31 17,721 $335,000 13
   COMERICA BANK 2085 - 2024-03-31 16,815 $318,000 263
   BANK OF AMERICA CORP /DE/ 4657 - 2024-03-31 16,411 $310,000 3,814
   Rockefeller Capital Management L.P. 1627 - 2024-03-31 12,202 $231,000 11
   Certified Advisory Corp 259 - 2024-03-31 10,478 $198,000 59
   FinTrust Capital Advisors LLC 696 - 2024-03-31 1,102 $21,000 18
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2462 - 2024-03-31 732 $14,000 322
  25 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