Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
First Trust Short Duration Managed Municipal Etf (FSMB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   SILVER OAK SECURITIES Inc 478 *Closed 2024-03-31 0 $0 -19,455
   Geneos Wealth Management Inc. 2143 *Closed 2024-03-31 0 $0 -213
   BLAIR WILLIAM & CO/IL 1812 *Closed 2024-03-31 0 $0 -3,614
   ADVISORY SERVICES NETWORK, LLC 3197 *Closed 2024-03-31 0 $0 -3,656
   EdgeRock Capital LLC *Closed 2024-03-31 0 $0 -5,111
   FMR LLC *Closed 2024-03-31 0 $0 -1
   OGOREK ANTHONY JOSEPH /NY/ /ADV 281 *Closed 2024-03-31 0 $0 -324,387
   Fairman Group LLC 408 *Closed 2024-03-31 0 $0 -1,011
   Econ Financial Services Corp *Closed 2024-03-31 0 $0 -18,675

  9 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results