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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
   ROYAL BANK OF CANADA 485 - 2024-03-31 1,643,539 $101,340,000 -44,736
   BB&T CORP 375 - 2024-03-31 380,270 $23,447,000 -88,146
   Feltz Wealth PLAN Inc. 18 - 2024-03-31 179,547 $11,071,000 -10,759
   WealthPlan Investment Management LLC 31 - 2024-03-31 128,639 $7,932,000 -51,106
   Centric Wealth Management 6 - 2024-03-31 126,798 $7,514,000 -2,287
   CAPTRUST FINANCIAL ADVISORS 440 - 2024-03-31 99,691 $6,147,000 -4,040
   Brio Consultants LLC 25 - 2024-03-31 90,360 $5,572,000 -125
   QUANTITATIVE ADVANTAGE LLC 37 - 2023-03-31 103,923 $5,280,000 -660
   STIFEL FINANCIAL CORP 1154 - 2024-03-31 79,396 $4,896,000 -956
   MML INVESTORS SERVICES LLC 650 - 2024-03-31 78,642 $4,849,000 -7,320
   Sowell Financial Services LLC 125 - 2024-03-31 65,640 $4,047,000 -18,518
   HPM Partners LLC 716 - 2024-03-31 65,560 $4,042,000 -414
   JANE STREET GROUP LLC 1568 - 2024-03-31 59,492 $3,668,000 -61,984
   ACAS LLC 8 - 2024-03-31 57,585 $3,551,000 -523
   COMMONWEALTH EQUITY SERVICES LLC. 1401 - 2024-03-31 55,413 $3,417,000 -22,435
   Atria Wealth Solutions Inc. 511 - 2024-03-31 45,974 $2,835,000 -1,351
   Stegent Equity Advisors Inc. 10 - 2024-03-31 44,238 $2,728,000 -1,205
   Harwood Advisory Group LLC 41 - 2024-03-31 41,664 $2,569,000 -4,992
   CITIZENS FINANCIAL GROUP INC/RI 148 - 2024-03-31 36,517 $2,252,000 -1,836
   CLS INVESTMENT FIRM LLC 452 - 2022-12-31 43,884 $2,145,000 -2,517
   Provident Wealth Management LLC 26 - 2024-03-31 33,149 $2,044,000 -813
   Insight Advisors LLC/ PA 43 - 2024-03-31 33,128 $2,043,000 -15,647
   Stratos Wealth Partners LTD. 435 - 2024-03-31 31,440 $1,939,000 -75,295
   Envestnet Portfolio Solutions Inc. 648 - 2024-03-31 31,065 $1,915,000 -24,300
   OLD NATIONAL BANCORP /IN/ 235 - 2024-03-31 27,151 $1,674,000 -1,695
   COLONY GROUP, LLC 518 - 2024-03-31 26,852 $1,656,000 -2,839
   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 PRIVATE WEALTH SERVICES LLC 443 - 2024-03-31 24,935 $1,537,000 -128
   Golden State Equity Partners 74 - 2023-12-31 24,548 $1,381,000 -13,844
   FIRST CITIZENS BANK & TRUST CO 228 - 2024-03-31 19,124 $1,179,000 -38,941
   NATIONAL ASSET MANAGEMENT, INC. 488 - 2024-03-31 21,181 $1,126,000 -2,960
   SILVER OAK SECURITIES Inc 140 - 2024-03-31 17,147 $1,057,000 -6,740
   Cooper Financial Group 117 - 2024-03-31 16,413 $1,012,000 -365
   MEADOW CREEK WEALTH ADVISORS LLC 40 - 2024-03-31 14,702 $907,000 -768
   Cedrus LLC 44 - 2024-03-31 13,574 $837,000 -2,698
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1345 - 2024-03-31 12,360 $762,000 -20,257
   AE Wealth Management LLC 708 - 2024-03-31 12,332 $760,000 -53,996
   Harvest Investment Services LLC 83 - 2024-03-31 12,280 $757,000 -13
   Cornerstone Wealth Management LLC 269 - 2024-03-31 10,971 $676,000 -144
   Capital Planning Advisors LLC 90 - 2024-03-31 10,510 $648,000 -170
   COMERICA BANK 1804 - 2024-03-31 9,629 $594,000 -4,070
   RATHBONE BROTHERS PLC 391 - 2024-03-31 9,385 $579,000 -1,261
   Dynamic Advisors Solutions LLC 584 - 2024-03-31 8,674 $535,000 -209
   PROSPERA FINANCIAL SERVICES 640 - 2023-12-31 9,393 $528,000 -12
   IFP Advisors Inc 567 - 2023-12-31 8,772 $494,000 -542
   MARINER WEALTH ADVISORS, LLC 2059 - 2024-03-31 7,701 $475,000 -3,218
   Goss Wealth Management LLC 1409 - 2024-03-31 7,104 $438,000 -782
   ODell Group LLC 61 - 2024-03-31 5,739 $354,000 -1,404
   IAMS WEALTH MANAGEMENT LLC 99 - 2024-03-31 5,025 $302,000 -67
   Geneos Wealth Management Inc. 633 - 2024-03-31 4,292 $265,000 -274
   RSM US WEALTH MANAGEMENT LLC 571 - 2024-03-31 4,118 $254,000 -296
   Capital Analysts Inc. 414 - 2024-03-31 3,782 $233,000 -700
   J P MORGAN CHASE & CO 4182 - 2024-03-31 3,370 $208,000 -14,255
   Oakworth Capital Inc. 203 - 2024-03-31 2,900 $179,000 -1,264
   Richard W. Paul & Associates LLC 192 - 2024-03-31 1,362 $84,000 -300
   NBC SECURITIES INC. 1489 - 2024-03-31 282 $17,000 -334
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2627 - 2024-03-31 122 $8,000 -51
   Coppell Advisory Solutions LLC 1004 - 2023-12-31 140 $8,000 -465
  59 Records found
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