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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
   LPL FINANCIAL CORP 815 - 2024-03-31 1,316,627 $26,115,000 134,458
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 443 - 2024-03-31 1,206,185 $23,925,000 60,221
   HIGHTOWER ADVISORS, LLC 572 - 2024-03-31 692,720 $13,735,000 131,406
   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
   UBS Group AG 1544 - 2024-03-31 556,734 $11,043,000 222,833
   TruWealth Advisors LLC 42 - 2024-03-31 548,938 $10,888,000 26,596
   ROYAL BANK OF CANADA 1566 - 2024-03-31 437,477 $8,677,000 66,765
   ENVESTNET ASSET MANAGEMENT INC 1693 - 2024-03-31 384,211 $7,621,000 62,272
   MML INVESTORS SERVICES LLC 646 - 2024-03-31 247,687 $4,913,000 9,244
   Nilsine Partners LLC 37 - 2024-03-31 230,317 $4,568,000 10,783
   CONDOR CAPITAL MANAGEMENT 60 - 2024-03-31 192,760 $3,823,000 1,443
   WELLS FARGO & CO/MN 2200 - 2024-03-31 176,519 $3,501,000 80,509
   Visionary Wealth Advisors 111 - 2024-03-31 175,599 $3,483,000 34,608
   Goss Wealth Management LLC 537 - 2024-03-31 152,132 $3,018,000 7,578
   J P MORGAN CHASE & CO 2750 - 2024-03-31 147,934 $2,934,000 763
   MULTIFINANCIAL SECURITIES CORP 741 - 2024-03-31 118,862 $2,358,000 107,224
   COMMONWEALTH EQUITY SERVICES LLC. 1659 - 2024-03-31 117,736 $2,335,000 56,581
   JANE STREET GROUP LLC 2273 - 2024-03-31 98,427 $1,952,000 98,427
   Insight Inv LLC 30 - 2024-03-31 89,730 $1,780,000 1,000
   Envestnet Portfolio Solutions Inc. 678 - 2024-03-31 88,289 $1,751,000 1,038
   Mutual Advisors LLC 307 - 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
   Integrated Wealth Concepts LLC 607 - 2024-03-31 73,361 $1,455,000 7,355
   Financial Advocates Investment Management 261 - 2024-03-31 64,296 $1,275,000 5,036
   Private Advisor Group LLC 1042 - 2024-03-31 63,546 $1,260,000 6
   Naviter Wealth LLC 157 - 2024-03-31 48,635 $965,000 48,635
   Francis Financial Inc. 30 - 2024-03-31 43,332 $859,000 3,219
   Snowden Capital Advisors LLC 554 - 2024-03-31 40,675 $807,000 5,778
   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
   ARBOR CAPITAL MANAGEMENT INC /ADV 53 - 2024-03-31 34,215 $678,000 69
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1431 - 2024-03-31 32,861 $652,000 675
   Equitable Holdings Inc. 738 - 2024-03-31 31,163 $618,000 14,258
   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
   Pine Valley Investments Ltd Liability Co 302 - 2024-03-31 23,008 $456,000 23,008
   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
   HARBOUR INVESTMENTS INC. 655 - 2023-12-31 17,895 $357,000 111
   IAMS WEALTH MANAGEMENT LLC 101 - 2024-03-31 14,321 $285,000 1,210
   Objective Capital Management LLC 111 - 2023-12-31 11,056 $221,000 13
   THRIVENT FINANCIAL FOR LUTHERANS 2370 - 2024-03-31 10,829 $215,000 10,829
   Main Line Retirement Advisors LLC 35 - 2024-03-31 10,493 $208,000 91
   Capital Investment Advisory Services LLC 482 - 2024-03-31 10,303 $204,000 4,653
   Rooted Wealth Advisors Inc. 81 - 2024-03-31 10,076 $200,000 66
   BENJAMIN F. EDWARDS & COMPANY INC. 967 - 2024-03-31 7,887 $156,000 627
   Pinnacle Bank 235 - 2024-03-31 7,433 $147,000 1,205
   Householder Group Estate & Retirement Specialist L 365 - 2024-03-31 4,502 $89,000 599
   Coppell Advisory Solutions LLC 392 - 2023-12-31 4,196 $84,000 3,889
   US BANCORP 2617 - 2024-03-31 2,782 $55,000 29
   PRIVATE TRUST CO NA 1236 - 2024-03-31 1,758 $35,000 10
   CREATIVE FINANCIAL DESIGNS INC /ADV 1168 - 2024-03-31 454 $9,000 140
  53 Records found
  1    
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