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Get Institutions for : 
First Trust Short Duration Managed Municipal Etf (FSMB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 113    3
Total shares held : 
 16,136,254  
% of shares held : 
 48.9%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -2  
Amount of shares held : 
 482,788  
% of shares held change : 
   1.46%  
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 :
9
 119,835
 0.74%
 
Increased Positions :
41
 1,825,067
 11.31%
 
Unchanged Positions :
23
 803,063
 4.98%
 
Decreased Positions :
40
-852,676
-5.28%
 
Closed Positions :
12
-609,438
-3.78%
 
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
   MORGAN STANLEY 1251 - 2023-12-31 4,393,058 $87,642,000 211,959
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 443 - 2024-03-31 1,206,185 $23,925,000 60,221
   LPL FINANCIAL CORP 806 - 2023-12-31 1,182,169 $23,584,000 80,402
   PFS Partners LLC 3 - 2024-03-31 620,107 $12,300,000 52,580
   RMR Wealth Builders 17 - 2024-03-31 608,433 $12,068,000 129,078
   HIGHTOWER ADVISORS, LLC 650 - 2023-12-31 561,314 $11,204,000 1,003
   TruWealth Advisors LLC 42 - 2024-03-31 548,938 $10,888,000 26,596
   ROYAL BANK OF CANADA 1643 - 2023-12-31 370,712 $7,396,000 -56,379
   UBS Group AG 1734 - 2023-12-31 333,901 $6,661,000 -15,285
   Advisor Group Holdings Inc. 1024 - 2023-12-31 330,145 $6,587,000 -145,247
   ENVESTNET ASSET MANAGEMENT INC 1725 - 2023-12-31 321,939 $6,423,000 204,134
   EnRich Financial Partners LLC - 2024-03-31 304,516 $6,040,000 -41,576
   CLS INVESTMENT FIRM LLC 184 - 2022-12-31 288,801 $5,701,000 -41,365
   Kestra Advisory Services LLC 439 - 2023-12-31 256,908 $5,125,000 6,927
   Orion Portfolio Solutions LLC 300 - 2023-12-31 255,056 $5,089,000 -6,111
   MML INVESTORS SERVICES LLC 617 - 2023-12-31 238,443 $4,757,000 205,971
   Nilsine Partners LLC 37 - 2024-03-31 230,317 $4,568,000 10,783
   CONDOR CAPITAL MANAGEMENT 54 - 2023-12-31 191,317 $3,817,000 5,013
   Cetera Investment Advisers 560 - 2023-12-31 182,026 $3,631,000 2,481
   J P MORGAN CHASE & CO 2748 - 2023-12-31 147,171 $2,936,000 143,903
   MARINER WEALTH ADVISORS, LLC 888 - 2023-12-31 147,021 $2,933,000 -38,757
   STIFEL FINANCIAL CORP 1429 - 2023-12-31 144,519 $2,883,000 4,157
   Goss Wealth Management LLC 524 - 2023-12-31 144,554 $2,882,000 18,413
   HANSON MCCLAIN, INC. 258 - 2024-03-31 142,082 $2,818,000 -4,824
   Visionary Wealth Advisors 126 - 2023-12-31 140,991 $2,813,000 -15,321
   Rockefeller Capital Management L.P. 854 - 2023-12-31 118,235 $2,359,000 -1,866
   COMMONWEALTH EQUITY SERVICES LLC. 1659 - 2024-03-31 117,736 $2,335,000 56,581
   Eldridge Investment Advisors Inc. 45 - 2023-12-31 101,336 $2,022,000 37,315
   STEPHENS INC /AR/ 402 - 2023-12-31 98,754 $1,970,000 0
   Advisory Resource Group 45 - 2023-12-31 98,460 $1,964,000 610
   WELLS FARGO & CO/MN 2536 - 2023-12-31 96,010 $1,915,000 47,071
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1942 - 2023-12-31 95,774 $1,911,000 -10,067
   IFP Advisors Inc 243 - 2023-12-31 95,663 $1,908,000 -21,288
   Vishria Bird Financial Group LLC 27 - 2024-03-31 91,087 $1,807,000 0
   Insight Inv LLC - 2024-03-31 89,730 $1,780,000 1,000
   Envestnet Portfolio Solutions Inc. 625 - 2023-12-31 87,251 $1,741,000 -2,007
   Mutual Advisors LLC - 2024-03-31 87,142 $1,728,000 12,513
   Barber Financial Group Inc. 36 - 2023-03-31 84,361 $1,677,000 2,046
   INTL FCSTONE INC. 118 - 2024-03-31 72,984 $1,448,000 -5,384
   Modern Wealth Management LLC 48 - 2023-12-31 69,348 $1,383,000 0
   Integrated Wealth Concepts LLC 614 - 2023-12-31 66,006 $1,317,000 12,367
   FSB PREMIER WEALTH MANAGEMENT INC. 33 - 2023-12-31 64,217 $1,281,000 -4,921
   Financial Advocates Investment Management - 2024-03-31 64,296 $1,275,000 5,036
   Private Advisor Group LLC - 2024-03-31 63,546 $1,260,000 6
   LWS Wealth Advisors Inc. 30 - 2023-12-31 62,682 $1,251,000 -6,134
   Per Stirling Capital Management LLC. 70 - 2023-12-31 62,591 $1,249,000 -23,628
   RAYMOND JAMES & ASSOCIATES 2456 - 2024-03-31 61,436 $1,219,000 -9,533
   DAVIDSON D A & CO 644 - 2023-12-31 60,176 $1,201,000 -5,000
   ATRIA INVESTMENTS LLC 847 - 2023-12-31 55,760 $1,112,000 -19,757
   SWMG LLC 36 - 2023-12-31 53,516 $1,068,000 -20,070
   Naviter Wealth LLC 157 - 2024-03-31 48,635 $965,000 48,635
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 48,209 $956,000 -5,863
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1756 - 2024-03-31 48,164 $955,000 -658
   Integrys Wealth Advisors LLC 61 - 2024-03-31 46,755 $927,000 0
   Steward Partners Investment Advisory LLC 772 - 2023-12-31 44,553 $889,000 -19,926
   Francis Financial Inc. 30 - 2024-03-31 43,332 $859,000 3,219
   Occidental Asset Management LLC 111 - 2024-03-31 40,218 $798,000 -1,629
   TRUST CO OF OKLAHOMA 74 - 2024-03-31 37,884 $751,000 0
   One + One Wealth Management LLC 50 - 2024-03-31 36,580 $726,000 0
   Prime Capital Investment Advisors LLC - 2023-12-31 36,173 $722,000 0
   Hobart Private Capital LLC 44 - 2024-03-31 35,428 $703,000 5,737
   RFG Advisory Group LLC 433 - 2024-03-31 35,143 $697,000 215
   Snowden Capital Advisors LLC 539 - 2023-12-31 34,897 $696,000 1,627
   ARBOR CAPITAL MANAGEMENT INC /ADV 66 - 2023-12-31 34,146 $682,000 -1,757
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1431 - 2024-03-31 32,861 $652,000 675
   SUTTON PLACE INVESTORS LLC 91 - 2024-03-31 31,100 $617,000 0
   Security Financial Services INC. 90 - 2024-03-31 31,096 $617,000 1,036
   Walkner Condon Financial Advisors LLC 133 - 2024-03-31 29,948 $594,000 7,566
   JANNEY MONTGOMERY SCOTT LLC 1849 - 2024-03-31 29,814 $591,000 -8,607
   Principle Wealth Partners LLC 203 - 2024-03-31 29,245 $580,000 -8,844
   Hedeker Wealth Management Group LLC 83 - 2024-03-31 28,125 $558,000 -1,276
   Foster Victor Wealth Advisors LLC 116 *New 2024-03-31 26,043 $515,000 26,043
   FINANCIAL NETWORK 1905 - 2023-12-31 23,993 $479,000 -14,154
   COMERICA BANK 1901 - 2023-12-31 22,836 $456,000 -12,967
   Core Wealth Partners LLC 63 *New 2024-03-31 22,335 $443,000 22,335
   CONTINUUM WEALTH ADVISORS LLC 26 - 2023-12-31 21,844 $436,000 725
   GSG Advisors LLC 71 - 2024-03-31 20,274 $401,000 135
   SILVER OAK SECURITIES Inc 323 - 2023-12-31 19,455 $388,000 19,455
   Lunt Capital Management Inc. 68 - 2024-03-31 19,455 $386,000 0
   Econ Financial Services Corp 64 - 2023-12-31 18,675 $373,000 -1,758
   Simplicity WealthLLC 848 *New 2024-03-31 18,232 $362,000 18,232
   HARBOUR INVESTMENTS INC. 655 - 2023-12-31 17,895 $357,000 111
   Alta Wealth Advisors LLC - 2024-03-31 17,222 $342,000 -235
   Equitable Holdings Inc. 897 - 2023-12-31 16,905 $337,000 4,804
   Concurrent Investment Advisors LLC 626 - 2023-12-31 16,044 $320,000 0
   BSC PRIVATE WEALTH MANAGEMENT LLC 124 - 2023-12-31 15,000 $299,000 0
   Pathstone Holdings LLC 1865 - 2023-12-31 14,274 $285,000 0
   IAMS WEALTH MANAGEMENT LLC 101 - 2024-03-31 14,321 $285,000 1,210
   CASTLE WEALTH MANAGEMENT LLC - 2024-03-31 14,224 $282,000 -564
   NAPLES GLOBAL ADVISORS LLC - 2024-03-31 13,500 $268,000 0
   CHILTON CAPITAL MANAGEMENT LLC 215 - 2023-12-31 12,453 $248,000 0
   Resources Investment Advisors Inc. 998 - 2023-12-31 11,677 $233,000 -3,163
   MULTIFINANCIAL SECURITIES CORP 1558 - 2023-12-31 11,638 $232,000 -1,000
   Keystone Wealth Services LLC 200 - 2024-03-31 11,500 $228,000 0
   Objective Capital Management LLC 111 - 2023-12-31 11,056 $221,000 13
   Sigma Planning Corp - 2024-03-31 10,943 $217,000 -2,754
   Ausdal Financial Partners Inc. 428 *New 2024-03-31 10,818 $215,000 10,818
   Main Line Retirement Advisors LLC 35 - 2024-03-31 10,493 $208,000 91
   Patriot Financial Group Insurance Agency LLC *New 2024-03-31 10,278 $204,000 10,278
   Capital Investment Advisory Services LLC 482 - 2024-03-31 10,303 $204,000 4,653
  100 Records found
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