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Get Institutions for : 
First Trust Limited Duration Invt Grd Corp Etf (FSIG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 114    6
Total shares held : 
 34,881,016  
% of shares held : 
 38.76%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   33  
Amount of shares held : 
 5,641,326  
% of shares held change : 
   6.27%  
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 :
15
 698,029
 2%
 
Increased Positions :
59
 6,111,486
 17.52%
 
Unchanged Positions :
8
 127,344
 0.37%
 
Decreased Positions :
32
-543,064
-1.56%
 
Closed Positions :
9
-625,125
-1.79%
 
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
   MORGAN STANLEY 819 - 2023-12-31 9,606,677 $182,143,000 1,482,290
   LPL FINANCIAL CORP 240 - 2023-12-31 6,379,372 $120,953,000 443,197
   FIRST TRUST ADVISORS LP 448 - 2023-12-31 2,515,105 $47,686,000 -225,055
   WELLS FARGO & CO/MN 917 - 2023-12-31 1,444,423 $27,386,000 1,271,577
   Csenge Advisory Group 9 - 2023-12-31 1,443,702 $27,373,000 218,480
   ROYAL BANK OF CANADA 1032 - 2023-12-31 1,277,058 $24,213,000 1,070,596
   STEPHENS INC /AR/ 62 - 2023-12-31 1,253,519 $23,767,000 33,141
   ENVESTNET ASSET MANAGEMENT INC 976 - 2023-12-31 1,165,398 $22,096,000 97,067
   COMMONWEALTH EQUITY SERVICES LLC. 634 - 2023-12-31 656,574 $12,449,000 -35,604
   Kestra Advisory Services LLC 228 - 2023-12-31 645,332 $12,235,000 79,603
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 400 - 2024-03-31 614,877 $11,541,000 185,351
   Advisor Group Holdings Inc. 887 - 2023-12-31 444,204 $8,423,000 24,211
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 953 - 2024-03-31 376,989 $7,076,000 181,000
   STIFEL FINANCIAL CORP 927 - 2023-12-31 371,538 $7,045,000 10,680
   Envestnet Portfolio Solutions Inc. 257 - 2023-12-31 370,768 $7,030,000 11,250
   TAP Consulting LLC 11 - 2024-03-31 363,331 $6,820,000 2,897
   JANNEY MONTGOMERY SCOTT LLC 691 - 2023-12-31 290,888 $5,516,000 290,888
   Goss Wealth Management LLC 334 - 2023-12-31 278,092 $5,269,000 38,701
   RAYMOND JAMES & ASSOCIATES 1557 - 2024-03-31 271,781 $5,101,000 47,835
   Visionary Wealth Advisors 82 - 2023-12-31 239,052 $4,532,000 -51,390
   Cetera Investment Advisers 480 - 2023-12-31 232,572 $4,410,000 -10,367
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 407 - 2023-12-31 222,150 $4,212,000 76,552
   TCP Asset Management LLC 23 - 2024-03-31 207,500 $3,895,000 51,053
   KESTRA PRIVATE WEALTH SERVICES LLC 222 - 2023-12-31 202,437 $3,838,000 14,577
   IFP Advisors Inc 113 - 2023-12-31 196,227 $3,720,000 96,165
   Naviter Wealth LLC 35 *New 2024-03-31 197,885 $3,714,000 197,885
   FINANCIAL NETWORK 719 - 2023-12-31 190,291 $3,608,000 -6,916
   EWG Elevate Inc. 28 - 2024-03-31 178,667 $3,354,000 9,455
   IAMS WEALTH MANAGEMENT LLC 11 - 2024-03-31 165,099 $3,096,000 6,410
   Concurrent Investment Advisors LLC 157 - 2023-12-31 159,657 $3,027,000 0
   ATRIA INVESTMENTS LLC 473 - 2023-12-31 146,251 $2,773,000 -9,269
   Private Advisor Group LLC 640 - 2023-12-31 145,442 $2,758,000 87,381
   Insight Advisors LLC/ PA - 2023-12-31 134,200 $2,544,000 3,483
   Atria Wealth Solutions Inc. 528 - 2023-12-31 133,664 $2,534,000 64,062
   Independent Advisor Alliance 198 - 2023-12-31 114,347 $2,168,000 1,161
   AE Wealth Management LLC 869 - 2023-12-31 114,622 $2,164,000 14,626
   Rehmann Capital Advisory Group 104 - 2023-12-31 108,726 $2,061,000 -6,208
   Archer Investment Corp 34 - 2023-12-31 108,305 $2,053,000 -3,705
   CoreCap Advisors LLC 166 - 2023-12-31 102,785 $1,949,000 35,833
   CITADEL ADVISORS LLC 2373 *New 2023-12-31 98,107 $1,860,000 98,107
   H D Vest Advisory Services 529 - 2023-12-31 96,662 $1,833,000 2,391
   DAVENPORT & CO LLC - 2023-12-31 92,022 $1,745,000 -14,463
   PARK AVENUE SECURITIES LLC 455 - 2024-03-31 91,551 $1,718,000 3,942
   Kure Advisory LLC 30 - 2023-12-31 89,986 $1,706,000 -1,275
   BANK OF NEW YORK MELLON CORP 2854 - 2024-03-31 89,864 $1,687,000 16,853
   BB&T CORP 1341 - 2023-12-31 87,009 $1,650,000 -8,142
   Sigma Planning Corp 172 - 2023-12-31 84,108 $1,595,000 -58,278
   Snowden Capital Advisors LLC 330 - 2023-12-31 80,432 $1,525,000 5,037
   Imprint Wealth LLC 25 - 2023-12-31 75,176 $1,425,000 6,574
   BEACON FINANCIAL GROUP 134 - 2023-12-31 70,685 $1,340,000 45,523
   Spire Wealth Management 310 - 2024-03-31 71,293 $1,338,000 -2,747
   CREATIVE FINANCIAL DESIGNS INC /ADV 142 - 2023-12-31 65,921 $1,250,000 -13,292
   BENJAMIN F. EDWARDS & COMPANY INC. 450 - 2023-12-31 60,580 $1,149,000 7,281
   MARINER WEALTH ADVISORS, LLC 1344 - 2023-12-31 60,156 $1,141,000 40,165
   RFG Advisory Group LLC 330 - 2024-03-31 59,745 $1,121,000 -41,049
   Virtue Capital Management LLC 76 - 2023-12-31 58,503 $1,104,000 -21,618
   GUARDIAN WEALTH ADVISORS LLC / NC 80 - 2023-12-31 54,750 $1,038,000 9,500
   Aptus Capital Advisors LLC 279 - 2023-12-31 54,750 $1,038,000 9,500
   Maia Wealth LLC 56 - 2023-12-31 54,051 $1,025,000 0
   ICA Group Wealth Management LLC 88 - 2023-12-31 53,241 $1,009,000 -174,044
   Harwood Advisory Group LLC 75 - 2023-12-31 52,713 $999,000 -3,807
   Braun-Bostich & Associates Inc. 27 - 2023-12-31 50,221 $952,000 50,221
   Orion Portfolio Solutions LLC 962 - 2023-12-31 50,013 $945,000 1,669
   GOLDMAN SACHS GROUP INC/ 3566 *New 2023-12-31 47,000 $891,000 47,000
   MULTIFINANCIAL SECURITIES CORP 845 - 2023-12-31 44,769 $849,000 19,414
   COMERICA BANK 1616 - 2023-12-31 43,886 $832,000 10,649
   Platform Technology Partners 78 - 2023-12-31 42,014 $792,000 26,467
   U.S. Capital Wealth Advisors LLC 373 *New 2023-12-31 41,326 $784,000 41,326
   WealthBridge Capital Management LLC 67 - 2023-12-31 40,367 $765,000 -1,529
   Trilogy Capital Inc. 165 - 2024-03-31 40,348 $757,000 142
   INTL FCSTONE INC. 172 *New 2023-12-31 37,597 $715,000 37,597
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 330 - 2024-03-31 37,134 $697,000 -2,642
   PCG Wealth Advisors LLC 57 - 2024-03-31 36,851 $692,000 -13,974
   HARBOUR INVESTMENTS INC. 448 - 2023-12-31 36,441 $691,000 1,141
   Coppell Advisory Solutions Corp. 112 - 2023-03-31 35,060 $658,000 27,646
   Clarus Wealth Advisors 61 - 2024-03-31 33,010 $616,000 -350
   Security Financial Services INC. 94 - 2024-03-31 31,878 $598,000 -508
   PRIVATE TRUST CO NA 359 - 2024-03-31 26,845 $504,000 -6,686
   Core Wealth Partners LLC 58 - 2024-03-31 26,713 $501,000 8,883
   FSB PREMIER WEALTH MANAGEMENT INC. 86 - 2023-12-31 26,310 $499,000 3,720
   Steward Partners Investment Advisory LLC 1006 - 2023-12-31 25,994 $493,000 -485
   Clear Creek Financial Management LLC 250 - 2024-03-31 25,869 $486,000 188
   Coppell Advisory Solutions LLC 161 - 2023-12-31 25,286 $479,000 17,872
   Stratos Wealth Partners LTD. 901 - 2024-03-31 25,299 $475,000 -1,906
   Gateway Wealth Partners LLC 111 - 2023-12-31 24,653 $467,000 620
   MML INVESTORS SERVICES LLC 1786 - 2023-12-31 24,516 $465,000 13,992
   Integrated Wealth Concepts LLC 1089 - 2023-12-31 20,986 $398,000 -1,092
   Equitable Holdings Inc. 853 - 2023-12-31 20,420 $387,000 5,873
   NATIONAL ASSET MANAGEMENT, INC. 959 - 2023-12-31 19,652 $373,000 -11,513
   Resources Investment Advisors Inc. 864 *New 2023-12-31 18,020 $342,000 18,020
   PROSPERA FINANCIAL SERVICES 821 *New 2023-12-31 16,781 $318,000 16,781
   Gladstone Institutional Advisory LLC 516 *New 2023-12-31 16,379 $311,000 16,379
   Continuum Advisory LLC 393 - 2023-12-31 14,051 $266,000 -4,200
   Kingsview Wealth Management LLC 811 - 2023-12-31 13,918 $264,000 1,981
   Prosperity Wealth Management Inc. 95 *New 2023-12-31 13,725 $260,000 13,725
   Walkner Condon Financial Advisors LLC 235 - 2024-03-31 13,319 $250,000 -14,467
   Concorde Asset Management LLC 127 - 2023-12-31 12,860 $244,000 -357
   Sawtooth Asset Management Inc. 905 - 2023-12-31 12,711 $241,000 -524
   TFB Advisors LLC 146 *New 2023-12-31 12,605 $239,000 12,605
   TrueWealth Advisors LLC 188 - 2024-03-31 12,285 $231,000 655
  100 Records found
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