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My Recent Searches
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First Trust Low Duration Mortgage Opportunities (LMBS) |
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$ 0.00 (0.00%) as of 4:30 Fri 2/14
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Download |
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Institutional
Holders
Total
Institutions:
 |
354  16 |
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Total
shares held :
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61,669,442 |
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% of shares
held :
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49.63% |
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| Changes In:
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New/increased
positions vs
old/decreased
positions :
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-86 |
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Amount
of shares held :
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-4,066,961 |
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% of shares
held change :
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-3.27% |
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| Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Spire Wealth Management |
55 |
- |
2024-03-31 |
439 |
$21,182,000 |
0 |
|
| FIRST HAWAIIAN BANK |
225 |
- |
2024-03-31 |
45,435 |
$2,192,000 |
0 |
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| Vishria Bird Financial Group LLC |
33 |
- |
2024-03-31 |
16,809 |
$811,000 |
0 |
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| 1776 WEALTH LLC |
54 |
- |
2023-12-31 |
13,557 |
$655,000 |
0 |
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| Family Legacy Inc. |
102 |
- |
2024-03-31 |
8,544 |
$412,000 |
0 |
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| Platform Technology Partners |
142 |
- |
2023-12-31 |
7,420 |
$358,000 |
0 |
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| SHEETS SMITH & ASSOCIATES INC |
268 |
- |
2023-09-30 |
6,700 |
$317,000 |
0 |
|
| RETIREMENT GUYS FORMULA LLC |
107 |
- |
2024-03-31 |
6,350 |
$306,000 |
0 |
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| SHAKER INVESTMENTS LLC/OH |
85 |
- |
2024-03-31 |
5,916 |
$285,000 |
0 |
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| KC Investment Advisors LLC |
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- |
2023-12-31 |
5,533 |
$267,000 |
0 |
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| Lion Street Advisors LLC |
200 |
- |
2024-03-31 |
5,430 |
$262,000 |
0 |
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| Essex LLC |
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- |
2024-03-31 |
5,431 |
$262,000 |
0 |
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| Trueblood Wealth Management LLC |
187 |
- |
2024-03-31 |
5,191 |
$250,000 |
0 |
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| PNC FINANCIAL SERVICES GROUP INC |
2263 |
- |
2023-12-31 |
3,486 |
$168,000 |
0 |
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| MTM Investment Management LLC |
195 |
- |
2024-03-31 |
3,098 |
$149,000 |
0 |
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| PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
254 |
- |
2023-12-31 |
1,913 |
$92,000 |
0 |
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| OPTIMUM INVESTMENT ADVISORS |
277 |
- |
2024-03-31 |
1,900 |
$92,000 |
0 |
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| WASHINGTON TRUST CO |
428 |
- |
2024-03-31 |
1,199 |
$58,000 |
0 |
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| Nordwand Advisors LLC |
70 |
- |
2023-12-31 |
1,078 |
$52,000 |
0 |
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| GUARDIAN WEALTH ADVISORS LLC / NC |
316 |
- |
2023-12-31 |
878 |
$42,000 |
0 |
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| SMITHFIELD TRUST CO |
607 |
- |
2023-12-31 |
725 |
$35,000 |
0 |
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| Sargent Bickham Lagudis LLC |
534 |
- |
2022-12-31 |
583 |
$28,000 |
0 |
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| True Wealth Design LLC |
206 |
- |
2023-12-31 |
400 |
$19,000 |
0 |
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| ANTONETTI CAPITAL MANAGEMENT LLC |
177 |
- |
2023-09-30 |
340 |
$16,000 |
0 |
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| Sachetta LLC |
369 |
- |
2024-03-31 |
260 |
$13,000 |
0 |
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| Sanctuary Wealth Management L.L.C. |
141 |
- |
2023-12-31 |
238 |
$12,000 |
0 |
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| FWL INVESTMENT MANAGEMENT LLC |
166 |
- |
2023-12-31 |
183 |
$9,000 |
0 |
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| Hexagon Capital Partners LLC |
1100 |
- |
2024-03-31 |
56 |
$3,000 |
0 |
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| PSI Advisors LLC |
685 |
- |
2024-03-31 |
24 |
$1,000 |
0 |
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| Financial Gravity Wealth Inc. |
578 |
- |
2023-12-31 |
13 |
$1,000 |
0 |
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| Sound Income Strategies LLC |
1268 |
- |
2024-03-31 |
0 |
$0 |
0 |
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31 Records found
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1
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Page 1 of 1 |
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