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)  
$59.69 0.00 (0.00%) as of 4:30 Fri 5/10


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  : 
0.08 (0.13%)  




 
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
   ROYAL BANK OF CANADA 327 - 2023-12-31 3,081,982 $183,872,000 250,534
   FIRST TRUST ADVISORS LP 219 - 2023-12-31 1,731,013 $103,272,000 1,543,108
   RENAISSANCE TECHNOLOGIES LLC 186 - 2023-12-31 1,299,100 $77,504,000 454,800
   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
   Coppell Advisory Solutions LLC 1 - 2023-12-31 896,817 $53,504,000 546,978
   Hansen & Associates Financial Group Inc. 2 - 2024-03-31 802,550 $47,920,000 190,510
   ATRIA INVESTMENTS LLC 31 - 2023-12-31 574,059 $34,248,000 12,646
   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
   H D Vest Advisory Services 86 - 2024-03-31 362,373 $21,605,000 34,483
   CITADEL ADVISORS LLC 791 - 2023-12-31 357,418 $21,324,000 65,238
   WEALTHSOURCE PARTNERS LLC 15 - 2023-12-31 343,635 $20,501,000 97,242
   FLOW TRADERS U.S. LLC 29 - 2023-12-31 326,503 $19,479,000 174,034
   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
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 437 - 2024-03-31 264,106 $15,746,000 106,007
   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
   PROEQUITIES INC. 16 - 2024-03-31 231,063 $13,833,000 5,795
   Global Assets Advisory LLC 40 - 2024-03-31 783,406 $13,142,000 770,283
   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
   Sterling Manor Financial LLC 6 - 2024-03-31 151,542 $9,035,000 24,909
   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
   Prosperity Financial Group Inc. 3 - 2023-12-31 127,268 $7,593,000 287
   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
   IFRAH FINANCIAL SERVICES INC 15 - 2024-03-31 112,190 $6,689,000 6,060
   Shilanski & Associates Inc. 12 - 2024-03-31 105,324 $6,297,000 1,835
   Core Wealth Partners LLC 4 - 2024-03-31 101,583 $6,056,000 11,777
   Sowell Financial Services LLC 93 - 2024-03-31 97,239 $5,821,000 21,416
   Towerpoint Wealth LLC 9 - 2024-03-31 93,543 $5,577,000 2,037
   PNC FINANCIAL SERVICES GROUP INC 648 - 2024-03-31 85,227 $5,081,000 83,527
   Sebold Capital Management Inc. 8 - 2024-03-31 83,371 $4,971,000 8,295
   Laurel Wealth Advisors Inc. 51 - 2022-12-31 82,054 $4,877,000 8,399
   Stablepoint Partners LLC 36 - 2024-03-31 80,967 $4,827,000 10,753
   Integrated Advisors Network LLC 115 - 2024-03-31 78,832 $4,700,000 16,787
   Ausdal Financial Partners Inc. 37 - 2024-03-31 78,578 $4,685,000 25,298
   Aprio Wealth Management LLC 24 - 2024-03-31 72,585 $4,328,000 35,719
   Financial Advocates Investment Management 98 - 2024-03-31 69,749 $4,113,000 7,937
   OLD MISSION CAPITAL LLC 165 - 2023-12-31 64,609 $3,855,000 46,993
   Advisor OS LLC 39 - 2024-03-31 64,126 $3,823,000 37,834
   Secure Asset Management LLC 18 - 2024-03-31 63,990 $3,815,000 8,336
   EWG Elevate Inc. 27 - 2024-03-31 63,071 $3,760,000 3,265
   IFG Advisory LLC 113 - 2024-03-31 60,900 $3,631,000 3,694
   BENJAMIN F. EDWARDS & COMPANY INC. 264 - 2024-03-31 58,027 $3,460,000 30,319
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 50 - 2024-03-31 54,989 $3,278,000 4,866
   DFPG INVESTMENTS INC. 112 - 2023-12-31 47,892 $2,859,000 839
   Virtue Capital Management LLC 33 - 2023-12-31 47,418 $2,831,000 2,338
   Key Client Fiduciary Advisors LLC 17 - 2024-03-31 43,796 $2,611,000 2,491
   FIRST HEARTLAND CONSULTANTS INC 95 - 2024-03-31 42,198 $2,516,000 15,033
   RAYMOND JAMES TRUST CO 295 - 2024-03-31 37,421 $2,231,000 617
   Clear Creek Financial Management LLC 83 - 2024-03-31 31,639 $1,887,000 12,739
   Arete Wealth Advisors LLC 148 - 2023-12-31 31,406 $1,874,000 31,406
   Chicago Partners Investment Group LLC 219 - 2024-03-31 30,309 $1,811,000 2,217
   Summit Financial LLC 121 - 2024-03-31 27,196 $1,628,000 19,448
   360 Financial Inc. 23 - 2023-12-31 25,910 $1,546,000 2,109
   Blackhawk Capital Partners LLC. 45 - 2024-03-31 24,775 $1,477,000 24,775
   J.W. COLE ADVISORS INC. 279 - 2024-03-31 22,266 $1,328,000 13,607
   True Capital Management 25 - 2023-03-31 21,659 $1,289,000 5,665
   CREATIVE FINANCIAL DESIGNS INC /ADV 146 - 2024-03-31 21,188 $1,263,000 5,850
   NBC SECURITIES INC. 183 - 2024-03-31 20,973 $1,251,000 436
   Envestnet Portfolio Solutions Inc. 784 - 2024-03-31 20,668 $1,232,000 1,893
   EdgeRock Capital LLC 15 - 2023-12-31 19,366 $1,161,000 19,366
   FARMERS & MERCHANTS TRUST Co OF LONG BEACH 72 - 2024-03-31 16,956 $1,011,000 200
   Cambridge Advisors Inc. 70 - 2024-03-31 16,688 $995,000 175
   VALMARK ADVISERS INC 269 - 2024-03-31 16,362 $976,000 451
   NAPLES GLOBAL ADVISORS LLC 227 - 2024-03-31 15,797 $945,000 185
   Bennett Associates Wealth Management 22 - 2024-03-31 15,377 $917,000 1,808
   Sage Capital Advisorsllc 66 - 2024-03-31 15,102 $900,000 114
   HILLTOP HOLDINGS INC. 240 - 2023-12-31 14,885 $888,000 2,085
   CREATIVE PLANNING 1293 - 2023-12-31 14,763 $884,000 9,608
   Cedrus LLC 41 - 2024-03-31 14,273 $851,000 53
   Tyler-Stone Wealth Management 47 - 2023-12-31 14,156 $845,000 12,352
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 764 - 2024-03-31 13,341 $795,000 4,362
   Centric Wealth Management 77 - 2024-03-31 12,962 $772,000 315
   Plan Group Financial LLC 41 - 2024-03-31 11,118 $663,000 5,769
   Objective Capital Management LLC 48 - 2023-12-31 10,476 $625,000 45
   Great Lakes Retirement Inc. 160 - 2024-03-31 10,249 $611,000 3,518
   Derbend Asset Management 67 - 2024-03-31 9,865 $588,000 3,405
   Stonebridge Financial Planning Group LLC 83 - 2023-12-31 9,605 $573,000 90
   DAVENPORT & CO LLC 768 - 2024-03-31 8,830 $526,000 2,238
   Inspire Advisors LLC 210 - 2024-03-31 8,323 $496,000 367
   Capital Financial Planning LLC 43 - 2023-09-30 8,006 $476,000 52
   Moors & Cabot Inc. 520 - 2024-03-31 7,947 $474,000 87
   Northwest Financial Advisors 65 - 2024-03-31 7,518 $448,000 7,518
   Imprint Wealth LLC 176 - 2024-03-31 7,465 $445,000 313
  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