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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
   LPL FINANCIAL CORP 283 - 2024-03-31 6,084,455 $114,205,000 -294,917
   FIRST TRUST ADVISORS LP 448 - 2023-12-31 2,515,105 $47,686,000 -225,055
   JANNEY MONTGOMERY SCOTT LLC 735 - 2024-03-31 287,520 $5,397,000 -3,368
   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
   FINANCIAL NETWORK 719 - 2023-12-31 190,291 $3,608,000 -6,916
   ATRIA INVESTMENTS LLC 473 - 2023-12-31 146,251 $2,773,000 -9,269
   KESTRA PRIVATE WEALTH SERVICES LLC 312 - 2024-03-31 138,115 $2,592,000 -64,322
   Insight Advisors LLC/ PA 36 - 2024-03-31 133,392 $2,504,000 -808
   BB&T CORP 1341 - 2023-12-31 87,009 $1,650,000 -8,142
   Spire Wealth Management 310 - 2024-03-31 71,293 $1,338,000 -2,747
   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
   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
   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
   Braun-Bostich & Associates Inc. 52 - 2024-03-31 35,673 $670,000 -14,548
   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
   Steward Partners Investment Advisory LLC 1006 - 2023-12-31 25,994 $493,000 -485
   Stratos Wealth Partners LTD. 901 - 2024-03-31 25,299 $475,000 -1,906
   CREATIVE FINANCIAL DESIGNS INC /ADV 281 - 2024-03-31 23,701 $445,000 -42,220
   Integrated Wealth Concepts LLC 1089 - 2023-12-31 20,986 $398,000 -1,092
   NATIONAL ASSET MANAGEMENT, INC. 959 - 2023-12-31 19,652 $373,000 -11,513
   Resources Investment Advisors Inc. 879 - 2024-03-31 17,448 $327,000 -572
   Continuum Advisory LLC 393 - 2023-12-31 14,051 $266,000 -4,200
   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
   FLAGSHIP HARBOR ADVISORS LLC 616 - 2024-03-31 11,443 $215,000 -1,196
   INTL FCSTONE INC. 248 - 2024-03-31 10,741 $202,000 -26,856
   Global Retirement Partners LLC 893 - 2024-03-31 8,025 $151,000 -1,750
   Raleigh Capital Management Inc. 215 - 2023-12-31 6,344 $120,000 -1,188
   Wagner Wealth Management LLC 179 - 2024-03-31 1,550 $29,000 -2,049
   Sunbelt Securities Inc. 1320 - 2024-03-31 317 $6,000 -283

  37 Records found
  1    
  Page 1 of 1
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