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Get Institutions for : 
First Trust Ultra Short Duration Municipal Etf (FUMB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 90    4
Total shares held : 
 7,602,791  
% of shares held : 
 14.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -10  
Amount of shares held : 
 -1,125,689  
% of shares held change : 
   -2.14%  
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 :
9
 202,729
 2.67%
 
Increased Positions :
27
 455,588
 5.99%
 
Unchanged Positions :
21
 580,327
 7.63%
 
Decreased Positions :
33
-1,151,918
-15.15%
 
Closed Positions :
13
-632,088
-8.31%
 
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
   MORGAN STANLEY 2487 - 2023-12-31 1,208,287 $24,238,000 7,343
   LPL FINANCIAL CORP 1056 - 2024-03-31 786,225 $15,752,000 -22,351
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 810 - 2024-03-31 483,698 $9,691,000 -40,979
   Rockefeller Capital Management L.P. 483 - 2023-12-31 449,184 $9,011,000 -605,384
   Goss Wealth Management LLC 239 - 2023-12-31 410,133 $8,217,000 -37,108
   COMMONWEALTH EQUITY SERVICES LLC. 1128 - 2024-03-31 262,977 $5,269,000 36,968
   UBS Group AG 2033 - 2023-12-31 239,553 $4,805,000 101,190
   ROYAL BANK OF CANADA 1928 - 2023-12-31 234,147 $4,697,000 -16,978
   Advisor Group Holdings Inc. 1099 - 2024-03-31 224,776 $4,504,000 -28,085
   Mainsail Financial Group LLC 12 - 2024-03-31 215,509 $4,318,000 4,698
   Nilsine Partners LLC 44 - 2024-03-31 213,322 $4,274,000 11,428
   Integrys Wealth Advisors LLC 25 - 2024-03-31 169,765 $3,401,000 -7,500
   Integrated Wealth Concepts LLC 374 - 2023-12-31 133,419 $2,676,000 31
   J.W. COLE ADVISORS INC. 163 - 2024-03-31 132,493 $2,655,000 -6,035
   JAMES INVESTMENT RESEARCH INC 89 - 2024-03-31 126,676 $2,538,000 63,699
   Kestra Advisory Services LLC 701 - 2023-12-31 122,521 $2,458,000 -1,797
   Barber Financial Group Inc. 33 - 2023-03-31 103,692 $2,070,000 23,715
   Modern Wealth Management LLC 38 - 2023-12-31 98,594 $1,978,000 0
   JANE STREET GROUP LLC 2455 - 2023-12-31 96,863 $1,943,000 52,552
   Private Advisor Group LLC 851 - 2024-03-31 91,919 $1,842,000 -4,214
   WELLS FARGO & CO/MN 2669 - 2024-03-31 85,974 $1,722,000 46,255
   Mattern Wealth Management LLC 68 - 2023-12-31 80,304 $1,611,000 2,488
   J P MORGAN CHASE & CO 3205 - 2024-03-31 65,000 $1,302,000 -46,368
   Sigma Planning Corp 433 - 2024-03-31 62,153 $1,245,000 41,648
   Naviter Wealth LLC 137 - 2024-03-31 61,042 $1,223,000 -43,942
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2311 - 2024-03-31 60,445 $1,211,000 -41,425
   GSG Advisors LLC 32 - 2024-03-31 59,258 $1,187,000 -3,580
   Sawtooth Asset Management Inc. 410 - 2023-12-31 57,209 $1,148,000 0
   ENVESTNET ASSET MANAGEMENT INC 2899 - 2023-12-31 51,840 $1,040,000 21,696
   Visionary Wealth Advisors 223 - 2023-12-31 50,327 $1,010,000 -2,904
   Westside Investment Management Inc. 105 - 2024-03-31 50,000 $1,002,000 0
   MCDONALD PARTNERS LLC 101 - 2024-03-31 49,000 $982,000 0
   Cetera Investment Advisers 1163 - 2023-12-31 44,544 $894,000 -5,622
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1831 - 2024-03-31 42,127 $844,000 -1,598
   RAYMOND JAMES & ASSOCIATES 2688 - 2024-03-31 41,770 $837,000 -3,230
   Equitable Holdings Inc. 643 - 2023-12-31 37,675 $756,000 150
   STEPHENS INC /AR/ 626 - 2023-12-31 35,516 $712,000 0
   TRUST CO OF OKLAHOMA 77 - 2024-03-31 34,625 $694,000 0
   MULTIFINANCIAL SECURITIES CORP 946 - 2023-12-31 34,568 $693,000 23,451
   TITLEIST ASSET MANAGEMENT LTD. 122 - 2022-12-31 33,495 $668,000 6,187
   Steward Partners Investment Advisory LLC 884 - 2023-12-31 31,881 $640,000 -18,250
   FLOW TRADERS U.S. LLC 436 - 2023-12-31 31,041 $623,000 31,041
   COMERICA BANK 1769 - 2023-12-31 31,000 $622,000 1,765
   Envestnet Portfolio Solutions Inc. 1059 - 2024-03-31 28,791 $577,000 -422
   White Wing Wealth Management 22 - 2024-03-31 28,589 $573,000 -33,156
   Csenge Advisory Group 433 - 2024-03-31 25,000 $501,000 0
   CHILTON CAPITAL MANAGEMENT LLC 164 - 2024-03-31 25,018 $501,000 0
   Dynamic Advisors Solutions LLC 607 - 2024-03-31 24,776 $496,000 1,506
   STIFEL FINANCIAL CORP 2552 - 2023-12-31 24,656 $495,000 -28,726
   One + One Wealth Management LLC 66 - 2024-03-31 23,647 $474,000 -747
   Occidental Asset Management LLC 135 - 2024-03-31 23,508 $471,000 -5,751
   TITLEIST ASSET MANAGEMENT LLC 150 - 2023-12-31 22,092 $443,000 17
   Insight Inv LLC 61 - 2024-03-31 20,050 $402,000 -3,720
   Capital Investment Advisory Services LLC 347 - 2024-03-31 19,527 $391,000 4,127
   RAYMOND JAMES TRUST CO 852 - 2024-03-31 18,677 $374,000 0
   Total Clarity Wealth Management Inc. 179 - 2024-03-31 17,956 $360,000 0
   AE Wealth Management LLC 1617 *New 2023-12-31 17,496 $351,000 17,496
   Ausdal Financial Partners Inc. 351 - 2024-03-31 16,564 $332,000 -2,298
   Spire Wealth Management 660 - 2024-03-31 15,281 $306,000 0
   RFG Advisory Group LLC 611 - 2024-03-31 14,821 $297,000 -737
   BENJAMIN F. EDWARDS & COMPANY INC. 796 - 2024-03-31 14,288 $286,000 5,228
   HARBOUR INVESTMENTS INC. 771 - 2023-12-31 12,572 $252,000 -1,239
   Security Financial Services INC. 159 - 2024-03-31 12,449 $249,000 0
   Snowden Capital Advisors LLC 979 - 2023-12-31 12,387 $248,000 -1,442
   NewEdge Wealth LLC 705 - 2024-03-31 12,359 $247,000 -4,292
   VCI Wealth Management LLC 97 - 2024-03-31 12,025 $241,000 -526
   NAPLES GLOBAL ADVISORS LLC 371 - 2024-03-31 11,500 $230,000 0
   KINGSWOOD WEALTH ADVISORS LLC 553 *New 2024-03-31 10,966 $220,000 10,966
   HBW Advisory Services LLC 282 - 2024-03-31 10,503 $211,000 0
   PROEQUITIES INC. 719 - 2024-03-31 8,701 $174,000 -820
   Tidemark LLC 182 - 2023-12-31 4,000 $80,000 0
   Castleview Partners LLC 368 - 2024-03-31 2,130 $43,000 0
   Global Retirement Partners LLC 1500 - 2024-03-31 1,940 $39,000 -1,100
   Coppell Advisory Solutions LLC 567 - 2023-12-31 1,849 $37,000 1,661
   PRINCIPAL SECURITIES INC. 1729 - 2024-03-31 1,700 $34,000 0
   PRIVATE TRUST CO NA 1288 - 2024-03-31 1,511 $30,000 -110
   PFS Partners LLC 164 - 2024-03-31 1,500 $30,000 10
   Householder Group Estate & Retirement Specialist L 628 - 2024-03-31 1,237 $25,000 10
   DHJJ Financial Advisors Ltd. 363 - 2024-03-31 1,055 $21,000 0
   ICA Group Wealth Management LLC 811 *New 2023-12-31 676 $14,000 676
   EdgeRock Capital LLC 206 *New 2023-12-31 646 $13,000 646
   Capital Analysts Inc. 886 - 2023-12-31 505 $10,000 0
   Investors Research Corp 803 *New 2024-03-31 262 $5,000 262
   Virtue Capital Management LLC 347 *Closed 2023-12-31 0 $0 -22,742
   ADVISORY SERVICES NETWORK, LLC 2178 *Closed 2024-03-31 0 $0 -7,188
   SUTTON PLACE INVESTORS LLC 150 *Closed 2024-03-31 0 $0 -10,000
   JANNEY MONTGOMERY SCOTT LLC 2723 *Closed 2024-03-31 0 $0 -10,250
   Gladstone Institutional Advisory LLC 668 *Closed 2023-12-31 0 $0 -34,382
   Kovack Advisors Inc. 502 *Closed 2024-03-31 0 $0 -12,447
   THRIVENT FINANCIAL FOR LUTHERANS 2434 *Closed 2023-12-31 0 $0 -23,013
   Coppell Advisory Solutions Corp. 557 *Closed 2023-03-31 0 $0 -188
   Spectrum Wealth Counsel LLC 367 *Closed 2024-03-31 0 $0 -2,573
   Hobart Private Capital LLC 66 *Closed 2024-03-31 0 $0 -10,925
   IFP Advisors Inc 3053 *Closed 2023-12-31 0 $0 -1,500
   GRADIENT INVESTMENTS LLC 1520 *Closed 2024-03-31 0 $0 -10,163
   Eldridge Investment Advisors Inc. 151 *Closed 2024-03-31 0 $0 -72,003
   KESTRA PRIVATE WEALTH SERVICES LLC 1345 *Closed 2024-03-31 0 $0 -22,193
   SHEETS SMITH & ASSOCIATES INC 507 *Closed 2024-03-31 0 $0 -10,000
   Bleakley Financial Group LLC 1016 *Closed 2024-03-31 0 $0 -57,209
   MML INVESTORS SERVICES LLC 2460 *Closed 2023-12-31 0 $0 -11,227
  100 Records found
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