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Get Institutions for : 
Pacific Global Senior Loan Etf (FLRT)  
$49.19 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 35    2
Total shares held : 
 1,685,854  
% of shares held : 
 18.73%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 -555,752  
% of shares held change : 
   -6.18%  
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 :
6
 127,053
 7.54%
 
Increased Positions :
18
 411,219
 24.39%
 
Unchanged Positions :
4
 24,730
 1.47%
 
Decreased Positions :
7
-241,771
-14.34%
 
Closed Positions :
8
-852,253
-50.55%
 
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
   Foundations Investment Advisors LLC 29 - 2024-03-31 600,627 $28,566,000 81,569
   Advisor Group Holdings Inc. 642 - 2024-03-31 229,467 $10,914,000 76,772
   Kestra Advisory Services LLC 320 - 2024-03-31 201,213 $9,570,000 189,365
   LPL FINANCIAL CORP 1461 - 2024-03-31 168,168 $7,998,000 21,553
   Atria Wealth Solutions Inc. 251 - 2024-03-31 156,277 $7,433,000 91,898
   Goss Wealth Management LLC 280 - 2024-03-31 154,379 $7,342,000 16,510
   RAYMOND JAMES & ASSOCIATES 1451 - 2024-03-31 127,281 $6,053,000 37,461
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 742 - 2024-03-31 104,631 $4,976,000 17,435
   H D Vest Advisory Services 357 - 2024-03-31 83,579 $3,975,000 1,657
   JANE STREET GROUP LLC 1677 - 2024-03-31 68,660 $3,265,000 68,660
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 106 - 2024-03-31 39,422 $1,875,000 2,682
   Moors & Cabot Inc. 221 - 2024-03-31 32,606 $1,551,000 16,166
   STIFEL FINANCIAL CORP 1982 - 2024-03-31 29,142 $1,386,000 21,588
   MULTIFINANCIAL SECURITIES CORP 1040 - 2024-03-31 26,523 $1,261,000 14,429
   COMMONWEALTH EQUITY SERVICES LLC. 2106 - 2024-03-31 24,897 $1,184,000 708
   We Are One Seven LLC 310 - 2024-03-31 24,350 $1,158,000 3,100
   Cornerstone Wealth Management LLC 293 - 2024-03-31 12,912 $614,000 1,355
   ENVESTNET ASSET MANAGEMENT INC 3410 - 2024-03-31 10,353 $492,000 5,188
   CENTAURUS FINANCIAL INC. 524 - 2024-03-31 5,762 $274,000 1,740
   Andrew Hill Investment Advisors Inc. 44 - 2024-03-31 5,215 $248,000 55
   TrueWealth Advisors LLC 201 - 2024-03-31 4,341 $206,000 4,341
   Coastal Investment Advisors Inc. 511 - 2024-03-31 1,569 $75,000 1,569
   CWM LLC 3307 - 2024-03-31 204 $10,000 10
  23 Records found
  1    
  Page 1 of 1
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