Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
First Trust Enhanced Short Maturity (FTSM)  
$59.72 0.03 (0.05%) as of 4:30 Tue 5/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 385    9
Total shares held : 
 88,279,733  
% of shares held : 
 10.4%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -100  
Amount of shares held : 
 -3,586,337  
% of shares held change : 
   -0.42%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $59.44  
Last Quarter's Ending Price : 
 $59.66  
Last Quarter's Average Price : 
 $59.61  
Change from last quarter's     
avg. price to the last closing  : 
0.11 (0.18%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
24
 822,099
 0.93%
 
Increased Positions :
107
 5,137,266
 5.82%
 
Unchanged Positions :
56
 1,851,092
 2.1%
 
Decreased Positions :
198
-8,799,423
-9.97%
 
Closed Positions :
33
-746,279
-0.85%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 251 - 2023-12-31 13,959,266 $832,810,000 -547,701
   WELLS FARGO & CO/MN 157 - 2024-03-31 8,175,036 $487,396,000 -476,603
   LPL FINANCIAL CORP 85 - 2024-03-31 8,038,412 $479,250,000 -461,940
   UBS Group AG 191 - 2023-12-31 4,404,465 $262,770,000 -206,529
   BANK OF AMERICA CORP /DE/ 552 - 2023-12-31 3,396,308 $202,624,000 -357,703
   ROYAL BANK OF CANADA 327 - 2023-12-31 3,081,982 $183,872,000 250,534
   Advisor Group Holdings Inc. 59 - 2024-03-31 2,217,151 $132,191,000 -498,178
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 118 - 2024-03-31 1,970,442 $117,478,000 -269,918
   FIRST TRUST ADVISORS LP 219 - 2023-12-31 1,731,013 $103,272,000 1,543,108
   TUCKER ASSET MANAGEMENT LLC 1 - 2023-12-31 1,334,127 $79,594,000 -33,359
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 52 - 2024-03-31 1,331,768 $79,400,000 -167,267
   RENAISSANCE TECHNOLOGIES LLC 186 - 2023-12-31 1,299,100 $77,504,000 454,800
   MULTIFINANCIAL SECURITIES CORP 12 - 2023-12-31 1,173,790 $70,028,000 -64,349
   Csenge Advisory Group 4 - 2024-03-31 1,053,209 $62,792,000 57,170
   PROSPERA FINANCIAL SERVICES 3 - 2023-12-31 988,294 $58,962,000 196,989
   Coppell Advisory Solutions Corp. 1 - 2023-03-31 986,445 $58,891,000 636,652
   RAYMOND JAMES & ASSOCIATES 381 - 2024-03-31 954,781 $56,924,000 -203,152
   STIFEL FINANCIAL CORP 259 - 2023-12-31 947,178 $56,509,000 -303,317
   Coppell Advisory Solutions LLC 1 - 2023-12-31 896,817 $53,504,000 546,978
   COMMONWEALTH EQUITY SERVICES LLC. 231 - 2024-03-31 831,739 $49,588,000 -352,571
   Hansen & Associates Financial Group Inc. 2 - 2024-03-31 802,550 $47,920,000 190,510
   IFP Advisors Inc 2 - 2023-12-31 732,844 $43,721,000 -153,073
   ENVESTNET ASSET MANAGEMENT INC 689 - 2023-12-31 689,497 $41,135,000 -264,571
   MARINER WEALTH ADVISORS, LLC 198 - 2023-12-31 683,790 $40,795,000 -121,723
   GRADIENT INVESTMENTS LLC 26 - 2024-03-31 591,977 $35,294,000 -16,711
   ATRIA INVESTMENTS LLC 31 - 2023-12-31 574,059 $34,248,000 12,646
   MANCHESTER FINANCIAL INC 3 - 2024-03-31 547,075 $32,617,000 -20,715
   Kestra Advisory Services LLC 83 - 2023-12-31 474,547 $28,311,000 -34,350
   Baird Financial Group Inc. 262 - 2023-12-31 466,383 $27,824,000 -175,210
   HARBOUR INVESTMENTS INC. 16 - 2023-12-31 431,136 $25,722,000 124,661
   Harvest Investment Services LLC 1 - 2023-12-31 426,854 $25,466,000 107,616
   JANNEY MONTGOMERY SCOTT LLC 293 - 2024-03-31 384,495 $22,924,000 17,455
   Avestar Capital LLC 7 - 2024-03-31 371,988 $22,178,000 -140,703
   H D Vest Advisory Services 86 - 2024-03-31 362,373 $21,605,000 34,483
   Steward Partners Investment Advisory LLC 68 - 2023-12-31 359,617 $21,455,000 -38,522
   CITADEL ADVISORS LLC 791 - 2023-12-31 357,418 $21,324,000 65,238
   Schwallier Wealth Management LLC 2 - 2023-12-31 345,879 $20,635,000 0
   WEALTHSOURCE PARTNERS LLC 15 - 2023-12-31 343,635 $20,501,000 97,242
   FINANCIAL NETWORK 186 - 2023-12-31 337,131 $20,113,000 -13,720
   Goss Wealth Management LLC 118 - 2023-12-31 327,829 $19,587,000 -30,023
   Atria Wealth Solutions Inc. 89 - 2023-12-31 325,941 $19,479,000 -236,232
   FLOW TRADERS U.S. LLC 29 - 2023-12-31 326,503 $19,479,000 174,034
   PARK NATIONAL CORP /OH/ 44 - 2024-03-31 326,489 $19,465,000 -21,687
   Kingsview Wealth Management LLC 36 - 2024-03-31 319,903 $19,073,000 5,564
   Private Advisor Group LLC 154 - 2024-03-31 300,089 $17,891,000 4,967
   AJ WEALTH STRATEGIES LLC 27 - 2023-06-30 299,599 $17,799,000 -744,085
   AE Wealth Management LLC 255 - 2023-12-31 297,105 $17,794,000 47,985
   HBK SORCE ADVISORY LLC 18 - 2024-03-31 295,721 $17,631,000 21,777
   RiverTree Advisors LLC 1 - 2024-03-31 295,568 $17,622,000 4,384
   Cetera Investment Advisers 139 - 2023-12-31 291,167 $17,371,000 -66,127
   Simplicity WealthLLC 45 - 2024-03-31 272,664 $16,256,000 -11,519
   KESTRA PRIVATE WEALTH SERVICES LLC 61 - 2024-03-31 268,488 $16,007,000 -14,054
   Triumph Capital Management 1 - 2024-03-31 265,678 $15,837,000 -29,690
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 437 - 2024-03-31 264,106 $15,746,000 106,007
   BB&T CORP 468 - 2023-12-31 263,771 $15,737,000 -7,846
   HIGHTOWER ADVISORS, LLC 548 - 2024-03-31 261,993 $15,630,000 27,823
   SHELTON WEALTH MANAGEMENT LLC 1 - 2023-12-31 253,702 $15,136,000 20,509
   Pine Valley Investments Ltd Liability Co 14 - 2024-03-31 250,057 $14,950,000 -82,369
   PROEQUITIES INC. 16 - 2024-03-31 231,063 $13,833,000 5,795
   1776 WEALTH LLC 4 - 2024-03-31 231,149 $13,781,000 -12,918
   INTL FCSTONE INC. 12 - 2024-03-31 229,917 $13,764,000 -7,622
   Capital Investment Advisory Services LLC 10 - 2024-03-31 227,576 $13,568,000 -308
   TD CAPITAL MANAGEMENT LLC 18 - 2024-03-31 224,249 $13,379,000 0
   Global Assets Advisory LLC 40 - 2024-03-31 783,406 $13,142,000 770,283
   FSC Wealth Advisors LLC 2 - 2024-03-31 213,278 $12,716,000 -5,916
   ORBA Wealth Advisors L.L.C. 1 - 2024-03-31 212,029 $12,641,000 -416
   CITIGROUP INC 798 - 2024-03-31 208,079 $12,406,000 -14,572
   LAKE STREET FINANCIAL LLC 9 - 2024-03-31 206,259 $12,297,000 -22,747
   OPPENHEIMER & CO INC 113 - 2024-03-31 198,440 $11,831,000 -28,124
   HPM Partners LLC - 2023-12-31 196,264 $11,709,000 -71,854
   Gladstone Institutional Advisory LLC 27 - 2023-12-31 194,526 $11,605,000 -13,081
   Rockefeller Capital Management L.P. 415 - 2023-12-31 191,427 $11,421,000 16,579
   Western Wealth Management LLC 21 - 2024-03-31 191,171 $11,398,000 30,134
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 439 - 2024-03-31 188,752 $11,253,000 15,540
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 382 - 2023-12-31 183,590 $10,953,000 44,745
   Stratos Wealth Advisors LLC 32 - 2024-03-31 178,582 $10,647,000 114,089
   Sigma Planning Corp 51 - 2024-03-31 177,970 $10,611,000 83,994
   Mainsail Financial Group LLC 3 - 2024-03-31 170,678 $10,176,000 1,943
   JAFFETILCHIN INVESTMENT PARTNERS LLC 25 - 2023-12-31 168,970 $10,081,000 33,604
   Foundations Investment Advisors LLC 74 - 2023-12-31 166,638 $9,953,000 -21,816
   Cassia Capital Partners LLC 4 - 2024-03-31 158,856 $9,471,000 -176,648
   MML INVESTORS SERVICES LLC 392 - 2023-12-31 157,466 $9,394,000 -168,142
   Ellsworth Advisors LLC 3 - 2024-03-31 155,871 $9,304,000 -2,779
   GDS Wealth Management 48 - 2024-03-31 155,275 $9,257,000 -238,179
   CI Private Wealth LLC 539 - 2024-03-31 155,203 $9,253,000 -25,964
   JANE STREET GROUP LLC 982 - 2023-12-31 154,143 $9,196,000 -106,245
   Sterling Manor Financial LLC 6 - 2024-03-31 151,542 $9,035,000 24,909
   Creekmur Asset Management LLC - 2023-12-31 149,806 $8,937,000 0
   Bramshill Investments LLC 19 *New 2023-12-31 145,124 $8,658,000 145,124
   Synergy Financial Management LLC 17 - 2024-03-31 141,141 $8,415,000 -25,605
   Long Run Wealth Advisors LLC 14 - 2024-03-31 140,370 $8,369,000 1,717
   Twin Peaks Wealth Advisors LLC 4 - 2024-03-31 133,899 $7,983,000 12,859
   Nilsine Partners LLC 22 - 2024-03-31 130,569 $7,785,000 -6,087
   Prosperity Financial Group Inc. 3 - 2023-12-31 127,268 $7,593,000 287
   COMERICA BANK 503 - 2023-12-31 125,981 $7,516,000 -2,027
   NATIONAL ASSET MANAGEMENT, INC. 114 - 2023-12-31 122,008 $7,280,000 -19,779
   BNP PARIBAS ARBITRAGE SA 824 - 2024-03-31 121,180 $7,225,000 32,467
   Equitable Holdings Inc. 179 - 2023-12-31 114,172 $6,812,000 1,290
   MILLENNIUM MANAGEMENT LLC 1633 - 2023-12-31 113,593 $6,777,000 -13,751
   Financial Enhancement Group LLC 33 - 2024-03-31 112,205 $6,698,000 -71,667
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us