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Get Institutions for : 
First Trust Low Duration Mortgage Opportunities (LMBS)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 354    16
Total shares held : 
 61,669,442  
% of shares held : 
 49.63%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -86  
Amount of shares held : 
 -4,066,961  
% of shares held change : 
   -3.27%  
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 :
22
 564,745
 0.92%
 
Increased Positions :
111
 3,035,183
 4.92%
 
Unchanged Positions :
40
 305,085
 0.49%
 
Decreased Positions :
181
-6,369,948
-10.33%
 
Closed Positions :
38
-1,296,941
-2.1%
 
Guru Positions :
1
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 337 - 2023-12-31 12,278,558 $593,300,000 -108,980
   LPL FINANCIAL CORP 112 - 2023-12-31 6,045,937 $292,140,000 -186,400
   WELLS FARGO & CO/MN 269 - 2023-12-31 4,406,887 $212,941,000 -228,381
   UBS Group AG 272 - 2023-12-31 3,498,247 $169,035,000 -199,684
   ROYAL BANK OF CANADA 430 - 2023-12-31 2,361,568 $114,110,000 620,865
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 146 - 2024-03-31 2,000,720 $96,535,000 -85,536
   BANK OF AMERICA CORP /DE/ 970 - 2023-12-31 1,523,414 $73,611,000 -92,703
   ENVESTNET ASSET MANAGEMENT INC 505 - 2023-12-31 1,389,185 $67,125,000 -98,441
   FIRST TRUST ADVISORS LP 420 - 2023-12-31 1,094,917 $52,906,000 -92,019
   Advisor Group Holdings Inc. 213 - 2023-12-31 1,019,217 $49,258,000 -170,109
   STIFEL FINANCIAL CORP 291 - 2023-12-31 1,000,186 $48,329,000 -152,029
   Berger Financial Group Inc 4 - 2024-03-31 826,865 $39,896,000 289,877
   RAYMOND JAMES & ASSOCIATES 508 - 2024-03-31 753,726 $36,367,000 -44,083
   Csenge Advisory Group - 2024-03-31 685,251 $33,063,000 47,133
   COMMONWEALTH EQUITY SERVICES LLC. 371 - 2024-03-31 624,438 $30,129,000 61,713
   Global Assets Advisory LLC 18 - 2024-03-31 1,290,892 $26,860,000 1,263,932
   American Financial Advisors LLC 11 - 2024-03-31 536,879 $25,904,000 997
   Concurrent Investment Advisors LLC 10 - 2023-12-31 512,284 $24,754,000 0
   Trilogy Capital Inc. 23 - 2024-03-31 471,010 $22,726,000 450,479
   Petix & Botte Co 4 - 2023-12-31 462,110 $22,329,000 1,639
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 225 - 2024-03-31 462,101 $22,296,000 74,335
   Spire Wealth Management 55 - 2024-03-31 439 $21,182,000 0
   STEPHENS INC /AR/ 74 - 2023-12-31 411,375 $19,878,000 9,214
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 284 - 2023-12-31 410,815 $19,850,000 76,178
   HIGHTOWER ADVISORS, LLC 476 - 2023-12-31 395,489 $19,092,000 8,673
   SEARCY FINANCIAL SERVICES INC /ADV 5 - 2024-03-31 379,817 $18,326,000 -25,115
   Cetera Investment Advisers 134 - 2023-12-31 372,861 $18,017,000 -950,426
   FINANCIAL NETWORK 212 - 2023-12-31 361,383 $17,462,000 -149,132
   Baird Financial Group Inc. 343 - 2023-12-31 357,284 $17,264,000 80,866
   OBERMEYER ASSET MANAGEMENT CO 32 - 2023-12-31 326,471 $15,775,000 -11,602
   AE Wealth Management LLC 299 - 2023-12-31 309,458 $14,897,000 -72,170
   TL Private Wealth 6 - 2024-03-31 304,795 $14,639,000 -5,154
   RENAISSANCE TECHNOLOGIES LLC 765 - 2023-12-31 302,669 $14,625,000 111,493
   TD CAPITAL MANAGEMENT LLC 17 - 2023-12-31 301,297 $14,559,000 -2,749
   BB&T CORP 499 - 2023-12-31 294,483 $14,229,000 -308,187
   Private Advisor Group LLC - 2024-03-31 293,076 $14,141,000 -5,132
   ERn Financial LLC 9 - 2024-03-31 290,236 $14,004,000 15,691
   Integrys Wealth Advisors LLC 14 - 2024-03-31 272,811 $13,163,000 -121,146
   Financial Planning & Information Services Inc. 16 - 2023-12-31 271,201 $13,104,000 -2,830
   Kestra Advisory Services LLC 208 - 2023-12-31 268,870 $12,992,000 -46,484
   JANNEY MONTGOMERY SCOTT LLC 447 - 2024-03-31 265,375 $12,804,000 33,604
   Financial Advocates Investment Management - 2024-03-31 260,638 $12,618,000 113,794
   CLIFFORD ASSOCIATES LLC 68 - 2024-03-31 256,309 $12,367,000 13,290
   Weitzel Financial Services Inc. 6 - 2024-03-31 256,075 $12,302,000 -7,931
   TAP Consulting LLC 5 - 2024-03-31 252,099 $12,164,000 -25,845
   Personal Resources Investment & Strategic Manageme 12 - 2024-03-31 251,667 $12,143,000 38,132
   Harwood Advisory Group LLC 7 - 2023-12-31 238,786 $11,538,000 -20,118
   Stratos Wealth Advisors LLC 29 - 2024-03-31 239,027 $11,533,000 7,711
   IFP Advisors Inc 33 - 2023-12-31 235,234 $11,367,000 -188,820
   RiverTree Advisors LLC 2 - 2024-03-31 232,924 $11,239,000 -2,498
   CONDOR CAPITAL MANAGEMENT 22 - 2023-12-31 232,064 $11,213,000 -44,069
   Financial Enhancement Group LLC 14 - 2024-03-31 232,820 $11,129,000 -335,663
   Sweet Financial Partners LLC 7 *New 2024-03-31 226,722 $10,939,000 226,722
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 224,364 $10,826,000 -29,207
   Aaron Wealth Advisors 14 - 2024-03-31 216,968 $10,469,000 -50,339
   HPM Partners LLC - 2023-12-31 213,928 $10,337,000 80,405
   EWG Elevate Inc. 3 - 2024-03-31 209,050 $10,087,000 10,407
   Kingsview Wealth Management LLC 77 - 2023-12-31 202,096 $9,765,000 55,880
   H D Vest Advisory Services 171 - 2023-12-31 201,277 $9,726,000 23,477
   Ameritas Advisory Services LLC 47 - 2023-12-31 198,520 $9,590,000 -39,450
   MML INVESTORS SERVICES LLC 385 - 2023-12-31 196,768 $9,508,000 8,137
   HARBOUR INVESTMENTS INC. 42 - 2023-12-31 195,941 $9,468,000 31,926
   Miracle Mile Advisors LLC 77 - 2024-03-31 189,058 $9,122,000 26,561
   Capital Financial Planning LLC 6 - 2023-09-30 191,888 $9,065,000 -6,151
   PROSPERA FINANCIAL SERVICES 71 - 2023-12-31 187,257 $9,048,000 104,359
   Envestnet Portfolio Solutions Inc. 222 - 2023-12-31 182,404 $8,814,000 17,467
   TBH Global Asset Management LLC 11 - 2023-12-31 179,015 $8,650,000 -44,426
   ATWOOD & PALMER INC 46 - 2024-03-31 175,740 $8,479,000 167,470
   Walkner Condon Financial Advisors LLC 10 - 2024-03-31 174,907 $8,439,000 -35,022
   Sigma Planning Corp - 2024-03-31 168,822 $8,146,000 74,197
   PFS Partners LLC 5 - 2024-03-31 167,219 $8,068,000 14,675
   COMERICA BANK 483 - 2023-12-31 160,405 $7,751,000 763
   Atlas Private Wealth Management 4 - 2024-03-31 159,628 $7,702,000 1,614
   HARVEST GROUP WEALTH MANAGEMENT LLC 7 - 2023-03-31 158,767 $7,600,000 -7,588
   Stratos Wealth Partners LTD. 174 - 2024-03-31 148,068 $7,144,000 -6,737
   Friedenthal Financial 3 - 2024-03-31 141,443 $6,825,000 91,023
   Rockefeller Capital Management L.P. 555 - 2023-12-31 141,177 $6,822,000 55,243
   SSI INVESTMENT MANAGEMENT INC 12 - 2023-12-31 139,268 $6,729,000 -961
   LexAurum Advisors LLC 12 - 2024-03-31 138,883 $6,701,000 -2,228
   EdgeRock Capital LLC 7 - 2023-12-31 135,765 $6,556,000 135,765
   Goss Wealth Management LLC 286 - 2023-12-31 135,085 $6,524,000 10,068
   TCP Asset Management LLC 22 - 2024-03-31 127,951 $6,174,000 30,825
   Atria Wealth Solutions Inc. 256 - 2023-12-31 125,909 $6,084,000 -1,308
   COCONUT GROVE BANK - 2024-03-31 125,482 $6,055,000 11,075
   SUMMIT INVESTMENT ADVISORS INC 67 - 2023-12-31 117,809 $5,693,000 -3,225
   Lunt Capital Management Inc. 9 - 2024-03-31 116,702 $5,631,000 5,236
   Manhattan West Asset Management LLC 17 - 2023-12-31 115,831 $5,597,000 8,867
   Independent Advisor Alliance 88 - 2023-12-31 113,962 $5,507,000 1,217
   CLARK CAPITAL MANAGEMENT GROUP INC 171 *New 2023-12-31 113,680 $5,493,000 113,680
   DAVIDSON D A & CO 264 - 2023-12-31 113,300 $5,475,000 -21,337
   Snowden Capital Advisors LLC 126 - 2023-12-31 112,810 $5,451,000 -5,294
   Integrated Wealth Concepts LLC 225 - 2023-12-31 111,841 $5,404,000 -8,311
   Visionary Wealth Advisors 74 - 2023-12-31 106,994 $5,170,000 -408
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 370 - 2023-12-31 103,613 $5,007,000 35,815
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 295 - 2023-12-31 100,105 $4,837,000 -184,125
   Alpha Financial Advisors LLC - 2024-03-31 94,107 $4,541,000 1,565
   Clear Creek Financial Management LLC 34 - 2024-03-31 92,979 $4,486,000 22,708
   CITIGROUP INC 1174 - 2023-12-31 90,433 $4,370,000 -12,313
   Midwest Financial Group LLC 8 - 2024-03-31 88,223 $4,257,000 -698
   MULTIFINANCIAL SECURITIES CORP 314 - 2023-12-31 87,974 $4,251,000 47,108
  100 Records found
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