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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   One Degree Advisors Inc 53 *Closed 2024-03-31 0 $0 -16,310
   BANK OF NEW YORK MELLON CORP 4086 *Closed 2024-03-31 0 $0 -8,927
   Cranbrook Wealth Management LLC 292 *Closed 2024-03-31 0 $0 -2,029
   U.S. Capital Wealth Advisors LLC 673 *Closed 2024-03-31 0 $0 -4,100
   Oakmont Partners LLC 740 *Closed 2024-03-31 0 $0 -14,534
   Lee Financial CORP 860 *Closed 2023-12-31 0 $0 -233
   Cape Investment Advisory Inc. 1062 *Closed 2023-12-31 0 $0 -533
   V Wealth ManagementLLC 245 *Closed 2023-09-30 0 $0 -9,214
   Waterloo Capital L.P. 377 *Closed 2023-12-31 0 $0 -8,657
   Salomon & Ludwin LLC 838 *Closed 2024-03-31 0 $0 -9,162
   Delos Wealth Advisors LLC 443 *Closed 2024-03-31 0 $0 -950
   TFG Advisers LLC 206 *Closed 2024-03-31 0 $0 -3,555
   Altus Wealth Group LLC 149 *Closed 2024-03-31 0 $0 -5,294
   CHANNEL WEALTH LLC 187 *Closed 2024-03-31 0 $0 -4,200
   DHK Financial Advisors Inc. 75 *Closed 2024-03-31 0 $0 -20,216
   Independent Wealth Network Inc. 129 *Closed 2024-03-31 0 $0 -31,387
   Hudson Portfolio Management LLC 103 *Closed 2023-12-31 0 $0 -6,755
   Legend Financial Advisors Inc. 191 *Closed 2024-03-31 0 $0 -227
   IronBridge Private Wealth LLC 53 *Closed 2023-12-31 0 $0 -130,996
   Mach-1 Financial Group Inc. 132 *Closed 2024-03-31 0 $0 -4,436
   OneAscent Wealth Management LLC 187 *Closed 2024-03-31 0 $0 -3,986
   Tradition Wealth Management LLC 1307 *Closed 2023-12-31 0 $0 -466
   Great Diamond Partners LLC 236 *Closed 2024-03-31 0 $0 -4,166
   Columbia Trust Co 01012016 148 *Closed 2023-12-31 0 $0 -10,360
   PFG Advisors 655 *Closed 2024-03-31 0 $0 -3,922
   CoreCap Advisors LLC 629 *Closed 2023-12-31 0 $0 -26,007
   GOLDMAN SACHS GROUP INC/ 4858 *Closed 2023-12-31 0 $0 -118,073
   Kovack Advisors Inc. 554 *Closed 2024-03-31 0 $0 -11,210
   Headlands Technologies LLC 1379 *Closed 2024-03-31 0 $0 -92
   Advisor Resource Council 474 *Closed 2024-03-31 0 $0 -38,171
   BKM Wealth Management LLC 566 *Closed 2024-03-31 0 $0 -240
   Legacy Capital Wealth Partners LLC 308 *Closed 2024-03-31 0 $0 -3,985
   Moisand Fitzgerald Tamayo LLC 648 *Closed 2024-03-31 0 $0 -303
   Meridian Wealth Management LLC 554 *Closed 2024-03-31 0 $0 -39,218
   WT Wealth Management 126 *Closed 2023-12-31 0 $0 -3,524
   AMERIPRISE FINANCIAL INC 3949 *Closed 2023-12-31 0 $0 -3,935
   Merit Financial Group LLC 926 *Closed 2024-03-31 0 $0 -4,049
   Gratus Wealth Advisors LLC 141 *Closed 2024-03-31 0 $0 -53,971
   Stegent Equity Advisors Inc. 85 *Closed 2024-03-31 0 $0 -7,058
   Paragon Advisors LLC 90 *Closed 2024-03-31 0 $0 -6,196

  40 Records found
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