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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
   AMERIPRISE FINANCIAL INC 2383 *New 2023-12-31 78,234 $4,401,000 78,234
   Grant/GrossMendelsohn LLC 20 *New 2024-03-31 49,698 $3,042,000 49,698
   Sigma Planning Corp 214 *New 2024-03-31 48,572 $2,995,000 48,572
   Onyx Bridge Wealth Group LLC 57 *New 2024-03-31 33,115 $1,993,000 33,115
   BANK OF NEW YORK MELLON CORP 2758 *New 2024-03-31 32,090 $1,979,000 32,090
   COLONY GROUP, LLC 376 *New 2023-12-31 29,691 $1,670,000 29,691
   Owen LaRue LLC 27 *New 2023-12-31 19,694 $1,108,000 19,694
   Simplicity WealthLLC 579 *New 2024-03-31 13,141 $810,000 13,141
   NewEdge Wealth LLC 544 *New 2024-03-31 9,037 $539,000 9,037
   PARK AVENUE SECURITIES LLC 952 *New 2024-03-31 7,965 $491,000 7,965
   Moloney Securities Asset Management LLC 273 *New 2024-03-31 7,654 $472,000 7,654
   SpiderRock Advisors LLC 443 *New 2024-03-31 6,445 $391,000 6,445
   Moors & Cabot Inc. 698 *New 2024-03-31 4,511 $278,000 4,511
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 557 *New 2024-03-31 4,445 $273,000 4,445
   GOLDMAN SACHS GROUP INC/ 4147 *New 2023-12-31 4,107 $231,000 4,107
   MARIPAU WEALTH MANAGEMENT LLC 98 *New 2023-12-31 3,801 $214,000 3,801
   ICA Group Wealth Management LLC 254 *New 2023-12-31 3,506 $197,000 3,506
   Nelson Van Denburg & Campbell Wealth Management Gr 1291 *New 2024-03-31 678 $42,000 678
   PRINCIPAL SECURITIES INC. 1920 *New 2024-03-31 374 $23,000 374
   BENJAMIN EDWARDS INC 591 *New 2024-03-31 266 $16,000 266
   Castleview Partners LLC 640 *New 2024-03-31 82 $5,000 82
   VisionPoint Advisory Group LLC 599 *New 2024-03-31 68 $4,000 68
  22 Records found
  1    
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