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Get Institutions for : 
First Trust Long Duration Opportunities Etf (LGOV)  
$20.85 0.07 (0.33%) as of 4:30 Mon 5/20


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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Owen LaRue LLC 8 *New 2024-03-31 277,881 $5,941,000 277,881
   Geneos Wealth Management Inc. 254 *New 2024-03-31 93,130 $1,991,000 93,130
   ATRIA INVESTMENTS LLC 642 *New 2023-12-31 80,445 $1,780,000 80,445
   Orion Portfolio Solutions LLC 735 *New 2024-03-31 79,276 $1,695,000 79,276
   CREATIVE FINANCIAL DESIGNS INC /ADV 168 *New 2024-03-31 46,414 $992,000 46,414
   Mutual Advisors LLC 567 *New 2024-03-31 35,611 $761,000 35,611
   Cedrus LLC 49 *New 2024-03-31 34,832 $745,000 34,832
   GeoWealth Management LLC 351 *New 2024-03-31 33,818 $723,000 33,818
   Cherry Creek Investment Advisors Inc. 59 *New 2024-03-31 24,133 $516,000 24,133
   COASTLINE TRUST CO 180 *New 2024-03-31 22,415 $479,000 22,415
   Altus Wealth Group LLC 91 *New 2024-03-31 19,864 $425,000 19,864
   Centennial Wealth Advisory LLC 116 *New 2024-03-31 11,956 $256,000 11,956
   WEDBUSH MORGAN SECURITIES INC 965 *New 2024-03-31 11,583 $248,000 11,583
   Patriot Financial Group Insurance Agency LLC 410 *New 2024-03-31 11,367 $243,000 11,367
   COMERICA BANK 2231 *New 2024-03-31 11,260 $241,000 11,260
   Coppell Advisory Solutions Corp. 241 *New 2024-03-31 10,312 $220,000 10,312
   Core Wealth Partners LLC 128 *New 2024-03-31 10,073 $215,000 10,073
   CWM LLC 2285 *New 2024-03-31 2,303 $49,000 2,303
   Raleigh Capital Management Inc. 311 *New 2024-03-31 2,077 $44,000 2,077
   NBC SECURITIES INC. 1626 *New 2024-03-31 560 $11,000 560
   SIGNATUREFD, LLC 2259 *New 2024-03-31 536 $11,000 536
   Capital Investment Advisory Services LLC 850 *New 2024-03-31 276 $6,000 276
   FMR LLC 4754 *New 2024-03-31 1 $0 1
  23 Records found
  1    
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