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Get Institutions for : 
First Trust Enhanced Short Maturity (FTSM)  
$59.72 0.03 (0.05%) as of 4:30 Tue 5/14


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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
   TD CAPITAL MANAGEMENT LLC 18 - 2024-03-31 224,249 $13,379,000 0
   Transcendent Capital Group LLC 5 - 2024-03-31 78,202 $4,666,000 0
   CITIZENS FINANCIAL GROUP INC/RI 117 - 2024-03-31 72,913 $4,350,000 0
   Ascension Capital Advisors Inc. 16 - 2024-03-31 27,252 $1,625,000 0
   CONDOR CAPITAL MANAGEMENT 110 - 2024-03-31 26,670 $1,590,000 0
   SeaCrest Wealth Management LLC 157 - 2024-03-31 19,239 $1,147,000 0
   FORTEM FINANCIAL GROUP LLC 77 - 2024-03-31 16,179 $965,000 0
   Lion Street Advisors LLC 57 - 2024-03-31 14,879 $888,000 0
   Aries Wealth Management 121 - 2024-03-31 9,000 $537,000 0
   Onyx Bridge Wealth Group LLC 147 - 2024-03-31 8,417 $503,000 0
   CHILTON CAPITAL MANAGEMENT LLC 163 - 2024-03-31 8,413 $502,000 0
   Emerald Investment Partners LLC 229 - 2024-03-31 5,469 $327,000 0
   Del-Sette Capital Management LLC 38 - 2024-03-31 4,818 $287,000 0
   Coastal Investment Advisors Inc. 334 - 2024-03-31 4,564 $272,000 0
   Flaharty Asset Management LLC 95 - 2023-12-31 4,475 $267,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 243 - 2022-12-31 4,290 $255,000 0
   RSM US WEALTH MANAGEMENT LLC 581 - 2024-03-31 4,160 $248,000 0
   Acorn Wealth Advisors LLC 168 - 2024-03-31 4,112 $245,000 0
   TITLEIST ASSET MANAGEMENT LTD. 223 - 2022-12-31 3,427 $204,000 0
   Front Row Advisors LLC 119 - 2023-12-31 2,500 $149,000 0
   M&R CAPITAL MANAGEMENT INC 165 - 2024-03-31 1,975 $118,000 0
   Pinnacle Bank 383 - 2024-03-31 915 $55,000 0
   PARKSIDE FINANCIAL BANK & TRUST 749 - 2024-03-31 800 $48,000 0
   SIGNATUREFD, LLC 1591 - 2024-03-31 790 $47,000 0
   DUNCKER STREETT & CO INC 345 - 2024-03-31 500 $30,000 0
   Sachetta LLC 278 - 2024-03-31 500 $30,000 0
   MASSMUTUAL TRUST CO FSB/ADV 893 - 2024-03-31 270 $16,000 0
   Impact Partnership Wealth LLC 476 - 2023-12-31 194 $12,000 0
   HARBOR INVESTMENT ADVISORY LLC 931 - 2024-03-31 100 $6,000 0
   PSI Advisors LLC 601 - 2024-03-31 66 $4,000 0
   Nordwand Advisors LLC 151 - 2024-03-31 40 $2,000 0
   Hexagon Capital Partners LLC 1334 - 2024-03-31 22 $1,000 0
   Financial Gravity Wealth Inc. 897 - 2023-12-31 4 $0 0
  33 Records found
  1    
  Page 1 of 1
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