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Get Institutions for : 
First Trust Low Beta Income (FTLB)  
$20.15 0.12 (0.59%) as of 4:30 Thu 5/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 44    11
Total shares held : 
2,772,473  
% of shares held : 
46.21%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  13  
Amount of shares held : 
278,589  
% of shares held change : 
  4.64%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$18.91  
Last Quarter's Ending Price : 
$19.82  
Last Quarter's Average Price
$19.34  
Change from last quarter's     
avg. price to the last closing  : 
0.81 (4.19%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 246,975
 8.91%
 
Increased Positions :
13
 331,029
 11.94%
 
Unchanged Positions :
7
 137,605
 4.96%
 
Decreased Positions :
11
-114,931
-4.15%
 
Closed Positions :
2
-184,484
-6.65%
 
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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   HARBOUR INVESTMENTS INC. 99 - 2023-12-31 230,543 $4,569,000 -2,719
   Private Advisor Group LLC 767 - 2024-03-31 105,047 $2,158,000 -953
   AVAII WEALTH MANAGEMENT LLC 27 - 2024-03-31 58,907 $1,210,000 -2,339
   CHANNEL WEALTH LLC 110 - 2024-03-31 17,824 $366,000 -556
   Mach-1 Financial Group Inc. 44 - 2024-03-31 14,837 $305,000 -1,718
   Owen LaRue LLC 76 - 2024-03-31 12,668 $260,000 -23,701

  6 Records found
  1    
  Page 1 of 1
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