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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
   ROYAL BANK OF CANADA 430 - 2023-12-31 2,361,568 $114,110,000 620,865
   Berger Financial Group Inc 4 - 2024-03-31 826,865 $39,896,000 289,877
   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
   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
   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
   Baird Financial Group Inc. 343 - 2023-12-31 357,284 $17,264,000 80,866
   RENAISSANCE TECHNOLOGIES LLC 765 - 2023-12-31 302,669 $14,625,000 111,493
   ERn Financial LLC 9 - 2024-03-31 290,236 $14,004,000 15,691
   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
   Personal Resources Investment & Strategic Manageme 12 - 2024-03-31 251,667 $12,143,000 38,132
   Stratos Wealth Advisors LLC 29 - 2024-03-31 239,027 $11,533,000 7,711
   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
   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
   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
   ATWOOD & PALMER INC 46 - 2024-03-31 175,740 $8,479,000 167,470
   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
   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
   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
   COCONUT GROVE BANK - 2024-03-31 125,482 $6,055,000 11,075
   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
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 370 - 2023-12-31 103,613 $5,007,000 35,815
   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
   MULTIFINANCIAL SECURITIES CORP 314 - 2023-12-31 87,974 $4,251,000 47,108
   EQIS CAPITAL MANAGEMENT, INC. 53 - 2023-12-31 86,732 $4,191,000 81,136
   Mach-1 Financial Group Inc. 14 - 2023-12-31 83,826 $4,050,000 6,298
   Migdal Insurance & Financial Holdings Ltd. 93 - 2024-03-31 81,240 $3,920,000 2,890
   SILVER OAK SECURITIES Inc 44 - 2023-12-31 79,161 $3,825,000 13,330
   IAMS WEALTH MANAGEMENT LLC 6 - 2024-03-31 74,981 $3,602,000 5,253
   Dominguez Wealth Management Solutions Inc. 9 - 2024-03-31 65,471 $3,159,000 2,152
   Keystone Wealth Services LLC 24 - 2024-03-31 60,672 $2,927,000 4,943
   AIFG Consultants Ltd. 15 - 2023-12-31 57,642 $2,785,000 36,625
   Good Life Advisors LLC - 2024-03-31 55,777 $2,691,000 3,592
   J P MORGAN CHASE & CO 2829 - 2023-12-31 52,498 $2,537,000 50,421
   Arete Wealth Advisors LLC 117 - 2023-12-31 50,344 $2,433,000 50,344
   Centennial Wealth Advisory LLC 17 - 2024-03-31 48,410 $2,336,000 8,380
   Elevated Capital Advisors LLC 49 - 2024-03-31 48,240 $2,328,000 1,644
   Laurel Wealth Advisors Inc. 99 - 2022-12-31 49,043 $2,325,000 920
   ADVISORY SERVICES NETWORK, LLC 412 - 2023-12-31 44,458 $2,148,000 693
   Pine Valley Investments Ltd Liability Co 149 - 2023-12-31 40,366 $1,950,000 9,866
   Capital Analysts Inc. 167 - 2023-12-31 39,007 $1,885,000 683
   Imprint Wealth LLC 15 - 2023-12-31 37,788 $1,826,000 3,174
   FSB PREMIER WEALTH MANAGEMENT INC. 26 - 2023-12-31 37,767 $1,825,000 211
   PROEQUITIES INC. - 2024-03-31 37,121 $1,791,000 25,577
   Householder Group Estate & Retirement Specialist L - 2024-03-31 36,915 $1,781,000 1,199
   KMG FIDUCIARY PARTNERS LLC 117 - 2024-03-31 31,478 $1,519,000 10,293
   Bigelow Investment Advisors LLC 34 - 2023-12-31 30,928 $1,494,000 2,037
   BlueCrest Capital Management Ltd 47 - 2023-12-31 30,659 $1,481,000 3,242
   Endowment Wealth Management Inc. 26 - 2023-12-31 29,005 $1,402,000 2,534
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 204 - 2024-03-31 27,987 $1,350,000 195
   CoreCap Advisors LLC 212 - 2023-12-31 27,874 $1,347,000 2,089
   Patten Group Inc. 103 - 2024-03-31 24,235 $1,169,000 5,353
   CWM LLC 807 - 2024-03-31 22,535 $1,087,000 17,877
   Mattern Wealth Management LLC 83 - 2023-12-31 21,823 $1,054,000 41
   Richard W. Paul & Associates LLC - 2023-12-31 21,687 $1,048,000 174
   US BANCORP 1093 - 2023-12-31 21,378 $1,033,000 6,632
   Apollon Wealth Management LLC - 2024-03-31 20,903 $1,009,000 3,741
   Harvest Investment Services LLC 64 - 2023-12-31 19,209 $928,000 12,859
   Gateway Wealth Partners LLC 71 - 2023-12-31 19,117 $924,000 1,447
   Abbot Financial Management Inc. 52 - 2023-12-31 18,937 $915,000 238
   NARWHAL CAPITAL MANAGEMENT 106 - 2024-03-31 18,906 $912,000 4,033
   Gladstone Institutional Advisory LLC 329 - 2023-12-31 16,334 $789,000 1,841
   Ausdal Financial Partners Inc. 204 - 2024-03-31 15,911 $768,000 3,988
   Holistic Financial Partners 33 - 2023-12-31 15,704 $759,000 59
   Ballew Advisors Inc 50 - 2024-03-31 15,793 $754,000 58
   AXXCESS WEALTH MANAGEMENT LLC 412 - 2023-12-31 15,549 $751,000 528
   Equitable Holdings Inc. 653 - 2023-12-31 15,345 $741,000 549
   IFG Advisory LLC 302 - 2023-12-31 15,021 $726,000 259
   Morris Retirement Advisors LLC - 2024-03-31 14,950 $721,000 4,472
   WAYNE HUMMER INVESTMENTS L.L.C. 229 - 2023-12-31 14,376 $695,000 1,252
   Security Financial Services INC. 88 - 2024-03-31 12,841 $620,000 1,191
   TFB Advisors LLC - 2024-03-31 12,377 $590,000 6,726
   Patriot Financial Group Insurance Agency LLC - 2024-03-31 11,891 $574,000 5,418
   First Capital Advisors Group LLC. 70 - 2023-06-30 11,841 $564,000 17
   Signal Advisors Wealth LLC 158 - 2024-03-31 11,265 $544,000 5,684
   OConnor Financial Group LLC 30 - 2024-03-31 11,112 $536,000 137
   S.C. Financial Services Inc. 44 - 2022-12-31 10,191 $483,000 2,141
  100 Records found
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