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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
   Sweet Financial Partners LLC 7 *New 2024-03-31 226,722 $10,939,000 226,722
   CLARK CAPITAL MANAGEMENT GROUP INC 171 *New 2023-12-31 113,680 $5,493,000 113,680
   Kure Advisory LLC 20 *New 2023-12-31 62,210 $3,006,000 62,210
   BOSTON FINANCIAL MANGEMENT INC /MA 122 *New 2023-12-31 58,757 $2,839,000 58,757
   Wayfinding Financial LLC 18 *New 2023-12-31 45,784 $2,212,000 45,784
   Treynor Bancshares Inc. 32 *New 2023-12-31 36,281 $1,753,000 36,281
   VitalStone Financial LLC 20 *New 2023-12-31 29,437 $1,422,000 29,437
   PRUDENTIAL FINANCIAL INC 1807 *New 2023-12-31 21,241 $1,026,000 21,241
   COLUMBIA ADVISORY PARTNERS LLC 19 *New 2024-03-31 18,654 $900,000 18,654
   Lloyd Advisory Services LLC. 96 *New 2024-03-31 20,273 $829,000 20,273
   Redhawk Wealth Advisors Inc. 128 *New 2023-12-31 15,684 $758,000 15,684
   Fundamentun LLC 130 *New 2024-03-31 11,931 $576,000 11,931
   FARMERS & MERCHANTS TRUST Co OF LONG BEACH 112 *New 2024-03-31 10,982 $530,000 10,982
   Key Client Fiduciary Advisors LLC 125 *New 2024-03-31 7,575 $365,000 7,575
   Quad-Cities Investment Group LLC 116 *New 2024-03-31 6,971 $336,000 6,971
   Robertson Stephens Wealth Management LLC 377 *New 2023-12-31 6,048 $292,000 6,048
   TELEMUS CAPITAL LLC 288 *New 2023-12-31 5,974 $289,000 5,974
   Moloney Securities Asset Management LLC *New 2024-03-31 4,853 $234,000 4,853
   Gilliland Jeter Wealth Management LLC *New 2024-03-31 1,283 $62,000 1,283
   Y.D. More Investments Ltd 283 *New 2023-12-31 573 $27,000 573
   PALISADE ASSET MANAGEMENT, LLC *New 2024-03-31 518 $25,000 518
   SIGNATUREFD, LLC *New 2024-03-31 350 $17,000 350
   Scarborough Advisors LLC 472 *New 2023-12-31 110 $5,000 110
   WHITE BAY PT LLC 444 *New 2023-12-31 1 $0 1
  24 Records found
  1    
  Page 1 of 1
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