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Get Institutions for : 
First Trust Intermediate Duration Invt Gr Etf (FIIG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 18    10
Total shares held : 
 1,433,573  
% of shares held : 
 15.93%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   11  
Amount of shares held : 
 977,727  
% of shares held change : 
   10.86%  
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 :
16
 929,177
 64.82%
 
Increased Positions :
1
 319,371
 22.28%
 
Unchanged Positions :
1
 2,600
 0.18%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
6
-270,821
-18.89%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   LPL FINANCIAL CORP 1170 *New 2024-03-31 618,410 $12,721,000 618,410
   AE Wealth Management LLC 379 - 2023-12-31 501,796 $10,357,000 319,371
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 570 - 2024-03-31 354,009 $7,282,000 84,011
   Creekmur Asset Management LLC - 2023-12-31 278,103 $5,818,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 1097 - 2024-03-31 268,789 $5,529,000 95,664
   Mach-1 Financial Group Inc. 13 *New 2024-03-31 191,320 $3,935,000 191,320
   HIGHTOWER ADVISORS, LLC 1106 *New 2024-03-31 172,660 $3,551,000 172,660
   BANK OF NEW YORK MELLON CORP 2486 *New 2024-03-31 171,007 $3,518,000 171,007
   Kingsview Wealth Management LLC 229 - 2024-03-31 157,783 $3,246,000 15,994
   Csenge Advisory Group 113 - 2024-03-31 140,063 $2,881,000 39,474
   Rehmann Capital Advisory Group 96 - 2024-03-31 123,485 $2,540,000 57,073
   Envestnet Portfolio Solutions Inc. 676 *New 2024-03-31 85,492 $1,759,000 85,492
   Mutual Advisors LLC 303 *New 2024-03-31 84,588 $1,740,000 84,588
   Orion Portfolio Solutions LLC 784 *New 2024-03-31 74,051 $1,523,000 74,051
   ATRIA INVESTMENTS LLC 810 *New 2023-12-31 57,597 $1,205,000 57,597
   H D Vest Advisory Services 751 *New 2024-03-31 48,149 $990,000 48,149
   Advisor Group Holdings Inc. 2401 - 2024-03-31 44,989 $925,000 36,860
   NewEdge Wealth LLC 449 *New 2024-03-31 43,445 $879,000 43,445
   BENJAMIN F. EDWARDS & COMPANY INC. 583 - 2024-03-31 34,882 $718,000 32,282
   KESTRA PRIVATE WEALTH SERVICES LLC 714 - 2024-03-31 29,910 $615,000 1,343
   Advisory Alpha LLC 281 - 2024-03-31 16,253 $334,000 4,809
   PROEQUITIES INC. 551 - 2024-03-31 15,082 $310,000 15,082
   Prosperity Wealth Management Inc. 82 *New 2023-12-31 14,075 $294,000 14,075
   Keystone Wealth Services LLC 185 - 2024-03-31 12,500 $257,000 0
   ENVESTNET ASSET MANAGEMENT INC 3678 *New 2023-12-31 12,167 $255,000 12,167
   Private Advisor Group LLC 1984 *New 2024-03-31 11,702 $241,000 11,702
   BB&T CORP 2453 *New 2023-12-31 9,565 $200,000 9,565
   PRINCIPAL SECURITIES INC. 1733 *New 2024-03-31 1,622 $33,000 1,622
   BENJAMIN EDWARDS INC 530 *New 2024-03-31 1,393 $29,000 1,393
   ROYAL BANK OF CANADA 6373 *Closed 2023-12-31 0 $0 -88,800
   JANE STREET GROUP LLC 5632 *Closed 2023-12-31 0 $0 -22,573
   INTL FCSTONE INC. 284 *Closed 2024-03-31 0 $0 -11,220
   CITADEL ADVISORS LLC 5997 *Closed 2023-12-31 0 $0 -10,099
   BANK OF AMERICA CORP /DE/ 6776 *Closed 2023-12-31 0 $0 -85,000
   Total Clarity Wealth Management Inc. 283 *Closed 2024-03-31 0 $0 -12,000
  35 Records found
  1    
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