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Get Institutions for : 
First Trust Long Short Equity (FTLS)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 151    4
Total shares held : 
 11,524,749  
% of shares held : 
 16.23%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   21  
Amount of shares held : 
 1,436,678  
% of shares held change : 
   2.02%  
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 :
15
 499,529
 4.33%
 
Increased Positions :
70
 1,314,893
 11.41%
 
Unchanged Positions :
13
 261,703
 2.27%
 
Decreased Positions :
53
-296,331
-2.57%
 
Closed Positions :
11
-81,413
-0.71%
 
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 963 - 2023-12-31 2,452,081 $137,954,000 400,428
   ROYAL BANK OF CANADA 494 - 2023-12-31 1,688,275 $94,982,000 81,286
   LPL FINANCIAL CORP 496 - 2023-12-31 891,487 $50,155,000 38,765
   BB&T CORP 339 - 2023-12-31 468,416 $26,353,000 -13,356
   GUARANTY TRUST CO OF MISSOURI /MO/ 39 - 2024-03-31 368,659 $22,732,000 2,375
   Financial Enhancement Group LLC 8 - 2024-03-31 261,356 $15,849,000 7,220
   ENVESTNET ASSET MANAGEMENT INC 1308 - 2023-12-31 217,434 $12,233,000 16,976
   Sweet Financial Partners LLC 6 - 2024-03-31 177,923 $10,971,000 428
   Feltz Wealth PLAN Inc. 18 - 2023-12-31 190,306 $10,707,000 -2,445
   HIGHTOWER ADVISORS, LLC 683 - 2023-12-31 183,679 $10,331,000 4,578
   WealthPlan Investment Management LLC 15 - 2023-12-31 179,745 $10,112,000 3,717
   Private Advisor Group LLC 248 - 2023-12-31 179,002 $10,071,000 -26,286
   FDX ADVISORS, INC. 23 - 2023-12-31 170,121 $9,571,000 -5,357
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 479 - 2024-03-31 151,756 $9,357,000 85,576
   Cornerstone Planning Group LLC 10 - 2023-12-31 149,949 $8,436,000 9,808
   Advisor Group Holdings Inc. 908 - 2023-12-31 144,171 $8,112,000 69,770
   Centric Wealth Management 7 *New 2023-12-31 129,085 $7,625,000 129,085
   JANE STREET GROUP LLC 1201 - 2023-12-31 121,476 $6,834,000 106,671
   Modern Wealth Management LLC 22 - 2023-12-31 120,538 $6,781,000 0
   Cardinal Point Capital Management ULC 14 - 2024-03-31 95,984 $5,918,000 4,185
   CAPTRUST FINANCIAL ADVISORS 501 - 2023-12-31 103,731 $5,836,000 -14,769
   FOCUS Wealth Advisors LLC 8 - 2024-03-31 89,122 $5,495,000 11,037
   RiverTree Advisors LLC 13 - 2024-03-31 88,420 $5,452,000 20,177
   Philip James Wealth Mangement LLC 7 - 2023-12-31 96,153 $5,410,000 0
   QUANTITATIVE ADVANTAGE LLC 37 - 2023-03-31 103,923 $5,280,000 -660
   Brio Consultants LLC 28 - 2023-12-31 90,485 $5,091,000 -1,858
   LCNB CORP 11 - 2023-12-31 88,541 $4,981,000 6,209
   MML INVESTORS SERVICES LLC 608 - 2023-12-31 85,962 $4,836,000 -9,831
   Sowell Financial Services LLC - 2023-12-31 84,158 $4,735,000 21,739
   STIFEL FINANCIAL CORP 1158 - 2023-12-31 80,352 $4,521,000 -1,967
   Richard P Slaughter Associates Inc 18 - 2024-03-31 72,771 $4,487,000 28,255
   AMERIPRISE FINANCIAL INC 2383 *New 2023-12-31 78,234 $4,401,000 78,234
   COMMONWEALTH EQUITY SERVICES LLC. 1162 - 2023-12-31 77,848 $4,380,000 -7,609
   Cardinal Point Wealth Management Partners LLC 11 - 2023-03-31 83,440 $4,240,000 2,985
   AE Wealth Management LLC 670 - 2023-12-31 66,328 $3,870,000 8,076
   HPM Partners LLC - 2023-12-31 65,974 $3,712,000 65,974
   ACAS LLC 6 - 2023-12-31 58,108 $3,269,000 -1,790
   Orion Portfolio Solutions LLC 427 - 2023-12-31 56,634 $3,220,000 -3,902
   Envestnet Portfolio Solutions Inc. 466 - 2023-12-31 55,365 $3,115,000 10,447
   Grant/GrossMendelsohn LLC 20 *New 2024-03-31 49,698 $3,042,000 49,698
   IHT Wealth Management LLC 155 - 2023-12-31 53,926 $3,034,000 -57,469
   Eudaimonia Partners LLC 32 - 2024-03-31 46,074 $2,841,000 2,210
   Insight Advisors LLC/ PA - 2023-12-31 48,775 $2,744,000 -7,475
   Avestar Capital LLC 49 - 2023-12-31 47,758 $2,687,000 9,769
   LFA - Lugano Financial Advisors SA - 2023-12-31 47,573 $2,676,000 -32,746
   Atria Wealth Solutions Inc. 506 - 2023-12-31 47,325 $2,663,000 -627
   EUDAIMONIA ADVISORS LLC 15 - 2024-03-31 42,796 $2,639,000 4,227
   Harwood Advisory Group LLC 40 - 2023-12-31 46,656 $2,625,000 -4,687
   Stegent Equity Advisors Inc. 10 - 2023-12-31 45,443 $2,557,000 34,411
   Cetera Investment Advisers 711 - 2023-12-31 43,071 $2,423,000 19,618
   CITIZENS FINANCIAL GROUP INC/RI 160 - 2023-12-31 38,353 $2,158,000 20,533
   CLS INVESTMENT FIRM LLC 452 - 2022-12-31 43,884 $2,145,000 -2,517
   H D Vest Advisory Services 487 - 2023-12-31 36,854 $2,073,000 8,204
   Provident Wealth Management LLC 26 - 2024-03-31 33,149 $2,044,000 -813
   BANK OF NEW YORK MELLON CORP 2758 *New 2024-03-31 32,090 $1,979,000 32,090
   TAP Consulting LLC 68 - 2024-03-31 31,979 $1,972,000 1,449
   Stratos Wealth Partners LTD. 435 - 2024-03-31 31,440 $1,939,000 -75,295
   Authentikos Wealth Advisory LLC 13 - 2023-12-31 33,582 $1,889,000 6,636
   Belpointe Asset Management LLC 134 - 2023-12-31 30,487 $1,715,000 14,728
   OLD NATIONAL BANCORP /IN/ 235 - 2024-03-31 27,151 $1,674,000 -1,695
   COLONY GROUP, LLC 376 *New 2023-12-31 29,691 $1,670,000 29,691
   FINANCIAL NETWORK 1079 - 2023-12-31 28,515 $1,604,000 9,854
   FLAGSHIP HARBOR ADVISORS LLC 187 - 2024-03-31 25,788 $1,590,000 -108,018
   COLONY GROUP LLC 364 - 2023-09-30 29,818 $1,585,000 -3,591
   Kestra Advisory Services LLC 916 - 2023-12-31 27,450 $1,544,000 -21
   Patten Group Inc. 81 - 2024-03-31 24,107 $1,486,000 2,597
   Anfield Capital Management LLC 27 - 2023-12-31 25,768 $1,450,000 -20,066
   Cedar Brook Financial Partners LLC 87 - 2024-03-31 22,884 $1,411,000 414
   KESTRA PRIVATE WEALTH SERVICES LLC 431 - 2023-12-31 25,063 $1,410,000 6,684
   RAYMOND JAMES & ASSOCIATES 2367 - 2024-03-31 22,774 $1,404,000 1,485
   Golden State Equity Partners 74 - 2023-12-31 24,548 $1,381,000 -13,844
   NATIONAL ASSET MANAGEMENT, INC. 447 - 2023-12-31 24,141 $1,358,000 2,960
   CWM LLC 731 - 2024-03-31 21,999 $1,356,000 17,792
   OPPENHEIMER & CO INC 618 - 2023-12-31 23,936 $1,347,000 51
   SILVER OAK SECURITIES Inc 131 - 2023-12-31 23,887 $1,344,000 5,533
   Equitable Holdings Inc. 513 - 2023-12-31 23,490 $1,322,000 3,593
   Stratos Wealth Advisors LLC 277 - 2024-03-31 21,241 $1,310,000 11,560
   Atomi Financial Group Inc. 113 - 2023-12-31 23,185 $1,304,000 7,106
   Global Retirement Partners LLC 316 - 2024-03-31 20,648 $1,273,000 1,755
   Beacon Financial Advisory LLC - 2023-12-31 21,338 $1,200,000 -2,888
   FIRST CITIZENS BANK & TRUST CO 228 - 2024-03-31 19,124 $1,179,000 -38,941
   JANNEY MONTGOMERY SCOTT LLC 1356 - 2023-12-31 20,578 $1,158,000 -486
   LINCOLN NATIONAL CORP 425 - 2023-12-31 19,965 $1,123,000 -649
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1978 - 2024-03-31 18,026 $1,112,000 1,293
   Owen LaRue LLC 27 *New 2023-12-31 19,694 $1,108,000 19,694
   UBS Group AG 3375 - 2023-12-31 18,615 $1,047,000 18,594
   Cooper Financial Group 117 - 2024-03-31 16,413 $1,012,000 -365
   Private Advisory Group LLC 95 - 2023-12-31 17,950 $1,010,000 -4,137
   Laidlaw Wealth Management LLC 82 - 2023-12-31 17,832 $1,003,000 -658
   J P MORGAN CHASE & CO 3319 - 2023-12-31 17,625 $992,000 15,878
   ADVISORY SERVICES NETWORK, LLC 634 - 2023-12-31 17,583 $989,000 -8,776
   Change Path LLC 255 - 2023-12-31 17,326 $974,000 2,109
   MULTIFINANCIAL SECURITIES CORP 785 - 2023-12-31 17,283 $972,000 -26,070
   RAYMOND JAMES TRUST CO 483 - 2024-03-31 15,705 $968,000 0
   CITADEL ADVISORS LLC 2967 - 2023-12-31 17,171 $966,000 17,171
   MEADOW CREEK WEALTH ADVISORS LLC 40 - 2024-03-31 14,702 $907,000 -768
   VIAWEALTH LLC 47 - 2023-12-31 15,363 $864,000 4,609
   BENJAMIN F. EDWARDS & COMPANY INC. 521 - 2023-12-31 15,217 $856,000 706
   Cedrus LLC 44 - 2024-03-31 13,574 $837,000 -2,698
   Simplicity WealthLLC 579 *New 2024-03-31 13,141 $810,000 13,141
  100 Records found
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