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Get Institutions for : 
First Trust Long Duration Opportunities Etf (LGOV)  
$20.43 0.07 (0.34%) as of 4:30 Thu 5/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 76    6
Total shares held : 
 9,993,290  
% of shares held : 
 11.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   14  
Amount of shares held : 
 2,471,380  
% of shares held change : 
   2.75%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $20.09  
Last Quarter's Ending Price : 
 $22.13  
Last Quarter's Average Price : 
 $20.64  
Change from last quarter's     
avg. price to the last closing  : 
0.21 (1.02%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 1,315,069
 13.16%
 
Increased Positions :
30
 2,054,316
 20.56%
 
Unchanged Positions :
8
 93,479
 0.94%
 
Decreased Positions :
22
-426,513
-4.27%
 
Closed Positions :
10
-471,492
-4.72%
 
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
   Gladstone Institutional Advisory LLC 11 - 2023-12-31 1,052,562 $23,293,000 -49,243
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 291 - 2024-03-31 803,991 $17,189,000 274,748
   STEPHENS INC /AR/ 110 - 2023-12-31 586,008 $12,968,000 20,548
   Marshall Financial Group LLC 5 - 2024-03-31 592,698 $12,672,000 83,300
   GDS Wealth Management 32 - 2024-03-31 572,205 $12,234,000 93,622
   LPL FINANCIAL CORP 1128 - 2023-12-31 549,966 $12,171,000 13,922
   ROYAL BANK OF CANADA 1351 - 2023-12-31 543,624 $12,030,000 338,233
   Atria Wealth Solutions Inc. 151 - 2023-12-31 516,595 $11,432,000 28,557
   Advisor Group Holdings Inc. 879 - 2023-12-31 386,965 $8,565,000 -29,730
   Kestra Advisory Services LLC 307 - 2023-12-31 380,327 $8,417,000 337,193
   Walkner Condon Financial Advisors LLC 11 - 2024-03-31 390,364 $8,346,000 -25,568
   HIGHTOWER ADVISORS, LLC 816 *New 2023-12-31 315,629 $6,984,000 315,629
   COMMONWEALTH EQUITY SERVICES LLC. 948 - 2023-12-31 289,078 $6,397,000 29,602
   FIRST HEARTLAND CONSULTANTS INC 37 - 2023-12-31 281,286 $6,225,000 -5,424
   Holistic Financial Partners 8 - 2023-12-31 242,929 $5,376,000 -9,991
   RAYMOND JAMES & ASSOCIATES 1546 - 2024-03-31 241,620 $5,166,000 33,444
   BANK OF NEW YORK MELLON CORP 2366 - 2024-03-31 213,545 $4,566,000 178,284
   ENVESTNET ASSET MANAGEMENT INC 1956 - 2023-12-31 205,787 $4,554,000 -134,614
   FINANCIAL NETWORK 631 - 2023-12-31 196,021 $4,338,000 166,877
   ICA Group Wealth Management LLC 24 *New 2023-12-31 195,792 $4,333,000 195,792
   Goss Wealth Management LLC 399 *New 2023-12-31 195,565 $4,184,000 195,565
   Kingsview Wealth Management LLC 203 - 2023-12-31 138,610 $3,067,000 33,535
   Midwest Financial Group LLC 18 - 2024-03-31 101,423 $2,168,000 -3,161
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1623 - 2024-03-31 94,201 $2,014,000 -188,747
   JANNEY MONTGOMERY SCOTT LLC 1107 - 2023-12-31 88,251 $1,953,000 10,860
   Snowden Capital Advisors LLC 296 - 2023-12-31 81,748 $1,809,000 11,039
   ATRIA INVESTMENTS LLC 642 *New 2023-12-31 80,445 $1,780,000 80,445
   HARBOUR INVESTMENTS INC. 261 - 2023-12-31 76,151 $1,685,000 74,397
   FIRST TRUST ADVISORS LP 1793 - 2023-12-31 75,728 $1,676,000 -1,195
   Investors Research Corp 56 - 2023-12-31 68,841 $1,523,000 0
   Concurrent Investment Advisors LLC 284 - 2023-12-31 59,962 $1,327,000 0
   Good Life Advisors LLC 139 - 2023-12-31 54,375 $1,203,000 34,534
   BB&T CORP 1484 - 2023-12-31 53,651 $1,187,000 10,553
   AE Wealth Management LLC 1168 - 2023-12-31 44,305 $948,000 -14,084
   PARK AVENUE SECURITIES LLC 694 - 2024-03-31 43,826 $937,000 43,826
   Sigma Planning Corp 291 - 2023-12-31 39,789 $881,000 -24,731
   OLD MISSION CAPITAL LLC 472 - 2023-12-31 38,625 $855,000 17,072
   IFG Advisory LLC 291 *New 2023-12-31 35,201 $779,000 35,201
   CITADEL ADVISORS LLC 3197 - 2023-12-31 33,666 $745,000 11,228
   Cedrus LLC 49 *New 2024-03-31 34,832 $745,000 34,832
   Cetera Investment Advisers 1322 - 2023-12-31 30,758 $681,000 -10,445
   Clarus Wealth Advisors 70 - 2024-03-31 28,485 $588,000 743
   H D Vest Advisory Services 927 - 2023-12-31 25,395 $562,000 15,010
   Integrated Wealth Concepts LLC 955 - 2023-12-31 24,564 $544,000 -1,256
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3653 - 2023-12-31 24,421 $540,000 24,421
   Cherry Creek Investment Advisors Inc. 59 *New 2024-03-31 24,133 $516,000 24,133
   IAMS WEALTH MANAGEMENT LLC 83 - 2024-03-31 23,587 $501,000 -10,566
   COASTLINE TRUST CO 180 *New 2024-03-31 22,415 $479,000 22,415
   Coppell Advisory Solutions LLC 165 - 2023-12-31 20,856 $462,000 20,856
   Western Wealth Management LLC 450 *New 2023-12-31 19,515 $432,000 19,515
   Ferguson Shapiro LLC 29 - 2024-03-31 19,403 $415,000 -308,229
   MULTIFINANCIAL SECURITIES CORP 1248 - 2023-12-31 18,281 $405,000 2,519
   Gateway Wealth Partners LLC 123 - 2023-12-31 18,237 $404,000 3,224
   NewEdge Wealth LLC 554 - 2023-12-31 17,996 $398,000 -590
   Maia Wealth LLC 130 - 2023-12-31 17,365 $384,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 696 - 2023-12-31 16,307 $361,000 -8,373
   Integrated Advisors Network LLC 519 *New 2023-12-31 15,808 $350,000 15,808
   N.E.W. Advisory Services LLC 132 - 2024-03-31 15,017 $321,000 3,394
   OPPENHEIMER & CO INC 1139 *New 2023-12-31 13,649 $302,000 13,649
   PROSPERA FINANCIAL SERVICES 870 - 2023-12-31 12,975 $287,000 -17,670
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 869 - 2023-12-31 12,464 $276,000 -10,335
   Pinnacle Family Advisors LLC 78 - 2023-12-31 12,482 $276,000 1,388
   Security Financial Services INC. 152 - 2024-03-31 12,831 $274,000 661
   Rockefeller Capital Management L.P. 1473 - 2023-12-31 12,346 $273,000 12,346
   Centennial Wealth Advisory LLC 116 *New 2024-03-31 11,956 $256,000 11,956
   MML INVESTORS SERVICES LLC 2228 *New 2023-12-31 10,258 $227,000 10,258
   GREAT VALLEY ADVISOR GROUP INC. 648 *New 2023-12-31 10,110 $224,000 10,110
   MBE Wealth Management LLC 78 - 2024-03-31 10,149 $217,000 0
   Core Wealth Partners LLC 128 *New 2024-03-31 10,073 $215,000 10,073
   IFP Advisors Inc 991 - 2023-12-31 7,801 $173,000 -203
   PROEQUITIES INC. 1076 - 2023-12-31 2,662 $59,000 -2,499
   PRIVATE TRUST CO NA 1100 - 2024-03-31 2,327 $50,000 -149
   Larson Financial Group LLC 640 - 2023-12-31 2,200 $49,000 0
   CWM LLC 2285 *New 2024-03-31 2,303 $49,000 2,303
   Beacon Capital Management LLC 274 - 2023-12-31 1,800 $37,000 0
   UBS Group AG 5598 *New 2023-12-31 1,209 $27,000 1,209
   ADVISORY SERVICES NETWORK, LLC 2369 *New 2023-12-31 1,130 $25,000 1,130
   TUCKER ASSET MANAGEMENT LLC 411 - 2023-12-31 685 $15,000 -808
   NBC SECURITIES INC. 1626 *New 2024-03-31 560 $11,000 560
   Financial Gravity Wealth Inc. 395 - 2023-12-31 575 $11,000 0
   Capital Investment Advisory Services LLC 850 *New 2024-03-31 276 $6,000 276
   PRINCIPAL SECURITIES INC. 2472 - 2023-12-31 221 $5,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 1271 - 2023-12-31 140 $3,000 -2,994
   Wagner Wealth Management LLC 225 - 2024-03-31 90 $2,000 -131
   Creekmur Asset Management LLC - 2023-12-31 46 $1,000 0
   Financial Advocates Investment Management 732 *Closed 2023-12-31 0 $0 -29,506
   Kovack Advisors Inc. 479 *Closed 2024-03-31 0 $0 -15,453
   J P MORGAN CHASE & CO 5628 *Closed 2023-12-31 0 $0 -701
   KESTRA PRIVATE WEALTH SERVICES LLC 1232 *Closed 2023-12-31 0 $0 -13,494
   MORGAN STANLEY 7249 *New 2023-12-31 1 $0 1
   WELLS FARGO & CO/MN 6280 - 2023-12-31 1 $0 0
   Private Advisor Group LLC 2232 *Closed 2023-12-31 0 $0 -66,097
   Parallel Advisors LLC 3380 *Closed 2023-12-31 0 $0 -105
   DHJJ Financial Advisors Ltd. 757 - 2024-03-31 5 $0 0
   Envestnet Portfolio Solutions Inc. 1590 *Closed 2023-12-31 0 $0 -18,101
   JANE STREET GROUP LLC 5946 *Closed 2023-12-31 0 $0 -187,136
   BENJAMIN EDWARDS INC 653 *Closed 2023-12-31 0 $0 -396
   Visionary Wealth Advisors 484 *Closed 2023-12-31 0 $0 -143,831
   Global Retirement Partners LLC 3447 *Closed 2024-03-31 0 $0 -94
  99 Records found
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