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Get Institutions for : 
First Trust High Income (FTHI)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 92    12
Total shares held : 
 10,234,737  
% of shares held : 
 11.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   44  
Amount of shares held : 
 2,244,240  
% of shares held change : 
   2.49%  
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 :
18
 771,105
 7.53%
 
Increased Positions :
47
 2,008,109
 19.62%
 
Unchanged Positions :
12
 62,580
 0.61%
 
Decreased Positions :
15
-444,169
-4.34%
 
Closed Positions :
6
-90,805
-0.89%
 
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 400 - 2024-03-31 3,490,262 $78,426,000 747,047
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 325 - 2024-03-31 1,638,828 $36,824,000 277,341
   RAYMOND JAMES & ASSOCIATES 1106 - 2024-03-31 483,413 $10,862,000 8,913
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 455 - 2024-03-31 444,773 $9,994,000 172,047
   ENVESTNET ASSET MANAGEMENT INC 1705 - 2023-12-31 309,741 $6,616,000 68,733
   ROYAL BANK OF CANADA 1819 - 2023-12-31 257,891 $5,509,000 48,524
   JANE STREET GROUP LLC 1408 *New 2023-12-31 254,788 $5,442,000 254,788
   Dunhill Financial LLC 5 - 2023-12-31 267,927 $5,370,000 205,240
   Advisor Group Holdings Inc. 991 - 2024-03-31 236,177 $5,307,000 6,291
   COMMONWEALTH EQUITY SERVICES LLC. 1121 - 2024-03-31 235,691 $5,296,000 168,434
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 653 - 2024-03-31 225,754 $5,073,000 19,987
   HIGHTOWER ADVISORS, LLC 1006 - 2024-03-31 199,214 $4,467,000 199,214
   Ameritas Advisory Services LLC 93 - 2023-12-31 197,099 $4,241,000 -3,534
   JANNEY MONTGOMERY SCOTT LLC 837 - 2024-03-31 177,944 $3,998,000 19,788
   MULTIFINANCIAL SECURITIES CORP 350 - 2023-12-31 169,186 $3,614,000 9,820
   CWM LLC 476 - 2024-03-31 160,716 $3,611,000 30,220
   PROSPERA FINANCIAL SERVICES 218 - 2023-12-31 154,242 $3,295,000 9,921
   Kestra Advisory Services LLC 602 - 2023-12-31 153,627 $3,281,000 -343,190
   RiverTree Advisors LLC 20 *New 2024-03-31 145,629 $3,272,000 145,629
   JANNEY CAPITAL MANAGEMENT LLC 100 - 2024-03-31 142,121 $3,193,000 -2,266
   PCG Wealth Advisors LLC 25 - 2024-03-31 138,097 $3,103,000 138,097
   MML INVESTORS SERVICES LLC 887 - 2023-12-31 120,253 $2,569,000 40,562
   BB&T CORP 1147 - 2023-12-31 115,781 $2,473,000 -3,942
   HPM Partners LLC *New 2023-12-31 115,355 $2,464,000 115,355
   Atria Wealth Solutions Inc. 560 - 2023-12-31 105,624 $2,256,000 8,385
   Integrated Wealth Concepts LLC 437 - 2023-12-31 103,663 $2,214,000 -3,871
   Onyx Bridge Wealth Group LLC 56 *New 2024-03-31 91,192 $2,010,000 91,192
   STIFEL FINANCIAL CORP 1681 - 2023-12-31 91,327 $1,951,000 4,270
   LINCOLN NATIONAL CORP 346 - 2024-03-31 83,239 $1,870,000 15,400
   Beacon Pointe Advisors LLC 500 - 2023-12-31 84,913 $1,814,000 -39,836
   Envestnet Portfolio Solutions Inc. 691 - 2024-03-31 74,031 $1,663,000 11,081
   IHT Wealth Management LLC 263 - 2023-12-31 76,156 $1,627,000 47,014
   Csenge Advisory Group 179 - 2024-03-31 72,078 $1,620,000 21,629
   AE Wealth Management LLC 1002 - 2023-12-31 69,104 $1,501,000 9,156
   PRINCIPAL SECURITIES INC. 354 - 2024-03-31 63,150 $1,419,000 12,223
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 195 - 2024-03-31 61,824 $1,389,000 538
   FINANCIAL NETWORK 1227 - 2023-12-31 59,354 $1,268,000 24,488
   H D Vest Advisory Services 669 - 2024-03-31 56,412 $1,268,000 35,891
   Snowden Capital Advisors LLC 374 - 2023-12-31 58,949 $1,259,000 26,757
   Western Wealth Management LLC 198 - 2024-03-31 54,500 $1,225,000 -8,375
   American Institute for Advanced Investment Managem 31 - 2024-03-31 53,025 $1,191,000 7,950
   Householder Group Estate & Retirement Specialist L 57 - 2024-03-31 52,847 $1,187,000 -2,620
   Resources Investment Advisors Inc. 461 - 2024-03-31 51,922 $1,167,000 595
   Capital Investment Advisory Services LLC 207 - 2024-03-31 39,572 $889,000 7,958
   Concurrent Investment Advisors LLC 411 - 2024-03-31 37,056 $833,000 7,652
   LVZ Advisors Inc. 55 - 2024-03-31 33,488 $752,000 6,750
   RFG Advisory Group LLC 405 - 2024-03-31 33,309 $748,000 79
   Quad-Cities Investment Group LLC 60 - 2024-03-31 32,545 $731,000 5,397
   KESTRA PRIVATE WEALTH SERVICES LLC 679 - 2024-03-31 30,613 $688,000 -477
   Cetera Investment Advisers 1332 *New 2023-12-31 30,889 $660,000 30,889
   DAVIDSON D A & CO 854 *New 2023-12-31 29,309 $626,000 29,309
   FSB PREMIER WEALTH MANAGEMENT INC. 78 - 2024-03-31 26,750 $601,000 367
   INTL FCSTONE INC. 203 - 2024-03-31 26,026 $585,000 8,064
   US BANCORP 1405 *New 2024-03-31 25,906 $582,000 25,906
   Lakeview Capital Partners LLC 220 - 2024-03-31 25,212 $567,000 4,244
   Private Advisor Group LLC 1456 - 2024-03-31 24,228 $544,000 768
   Accel Wealth Management 109 - 2024-03-31 24,060 $541,000 0
   Brookstone Capital Management 604 *New 2024-03-31 23,886 $537,000 23,886
   Ausdal Financial Partners Inc. 263 - 2024-03-31 23,107 $519,000 6,273
   Insight Advisors LLC/ PA 159 - 2024-03-31 22,224 $499,000 0
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 402 - 2024-03-31 19,737 $443,000 5,577
   Equitable Holdings Inc. 809 - 2023-12-31 20,622 $440,000 2,284
   TFB Advisors LLC 145 *New 2024-03-31 20,152 $439,000 20,152
   Sterling Manor Financial LLC 18 - 2024-03-31 19,539 $439,000 2,159
   HARBOUR INVESTMENTS INC. 576 - 2023-12-31 20,261 $433,000 19,839
   AMERIPRISE FINANCIAL INC 3444 *New 2023-12-31 19,082 $408,000 19,082
   Goss Wealth Management LLC 1396 - 2023-12-31 18,385 $397,000 1,834
   FLAGSHIP HARBOR ADVISORS LLC 448 *New 2024-03-31 17,385 $391,000 17,385
   BlueChip Wealth Advisors LLC 81 - 2024-03-31 16,612 $373,000 2,865
   Foundations Investment Advisors LLC 497 - 2023-12-31 16,740 $365,000 1,882
   OLD MISSION CAPITAL LLC 698 - 2023-12-31 16,796 $359,000 16,796
   Treasure Coast Financial Planning 27 - 2024-03-31 14,175 $319,000 0
   Cedrus LLC 114 *New 2024-03-31 13,750 $309,000 13,750
   Perigon Wealth Management LLC 672 - 2024-03-31 13,755 $309,000 1,235
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1346 - 2023-12-31 14,454 $309,000 14,454
   Truadvice LLC 183 - 2023-09-30 13,560 $281,000 -1,325
   BENJAMIN F. EDWARDS & COMPANY INC. 812 - 2024-03-31 12,058 $271,000 1,047
   Gladstone Institutional Advisory LLC 554 - 2023-12-31 12,441 $266,000 398
   SMITH MOORE & CO. 361 *New 2023-12-31 11,674 $249,000 11,674
   CHANNEL WEALTH LLC 163 - 2024-03-31 10,004 $225,000 131
   Aptus Capital Advisors LLC 544 - 2023-12-31 9,678 $207,000 9,678
   IFP Advisors Inc 928 - 2023-12-31 9,276 $198,000 1,505
   BENJAMIN EDWARDS INC 347 - 2024-03-31 7,871 $177,000 -1,005
   Geneos Wealth Management Inc. 766 - 2024-03-31 6,645 $149,000 0
   Coastal Capital Group Inc. 178 - 2023-06-30 3,686 $77,000 0
   Raleigh Capital Management Inc. 240 - 2023-12-31 3,546 $76,000 700
   Global Retirement Partners LLC 1202 - 2024-03-31 3,279 $74,000 597
   Steward Partners Investment Advisory LLC 2179 - 2023-12-31 1,425 $30,000 0
   Investors Research Corp 580 *New 2024-03-31 1,201 $27,000 1,201
   MORGAN STANLEY 6176 - 2023-12-31 1,101 $24,000 1
   PRIVATE TRUST CO NA 1406 - 2024-03-31 1,000 $22,000 0
   GAMMA Investing LLC 1618 - 2024-03-31 913 $21,000 0
   GRADIENT INVESTMENTS LLC 561 - 2024-03-31 756 $17,000 0
   COMERICA BANK 3124 *New 2023-12-31 467 $10,000 467
   WELLS FARGO & CO/MN 5257 - 2024-03-31 204 $5,000 203
   NBC SECURITIES INC. 1819 - 2024-03-31 225 $5,000 0
   J P MORGAN CHASE & CO 5190 - 2024-03-31 131 $3,000 0
   Parallel Advisors LLC 3154 *Closed 2024-03-31 0 $0 -5,675
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5772 *Closed 2024-03-31 0 $0 -104,601
   Independent Wealth Network Inc. 74 *Closed 2024-03-31 0 $0 -10,552
  100 Records found
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