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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
   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
   RAYMOND JAMES & ASSOCIATES 508 - 2024-03-31 753,726 $36,367,000 -44,083
   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
   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
   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
   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
   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
   Harwood Advisory Group LLC 7 - 2023-12-31 238,786 $11,538,000 -20,118
   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
   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
   Ameritas Advisory Services LLC 47 - 2023-12-31 198,520 $9,590,000 -39,450
   Capital Financial Planning LLC 6 - 2023-09-30 191,888 $9,065,000 -6,151
   TBH Global Asset Management LLC 11 - 2023-12-31 179,015 $8,650,000 -44,426
   Walkner Condon Financial Advisors LLC 10 - 2024-03-31 174,907 $8,439,000 -35,022
   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
   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
   Atria Wealth Solutions Inc. 256 - 2023-12-31 125,909 $6,084,000 -1,308
   SUMMIT INVESTMENT ADVISORS INC 67 - 2023-12-31 117,809 $5,693,000 -3,225
   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
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 295 - 2023-12-31 100,105 $4,837,000 -184,125
   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
   OPPENHEIMER & CO INC 316 - 2023-12-31 79,476 $3,840,000 -30,176
   Flaharty Asset Management LLC 24 - 2023-12-31 75,509 $3,649,000 -2,750
   BENJAMIN F. EDWARDS & COMPANY INC. 280 - 2024-03-31 65,403 $3,156,000 -9,513
   Vivaldi Capital Management LLC 30 - 2023-12-31 60,035 $2,883,000 -25,038
   Prime Capital Investment Advisors LLC - 2023-12-31 56,828 $2,746,000 -3,150
   Foundations Investment Advisors LLC 195 - 2023-12-31 55,705 $2,698,000 -7,111
   NewEdge Wealth LLC 246 - 2023-12-31 55,615 $2,687,000 -15,117
   REGAL INVESTMENT ADVISORS, LLC 132 - 2023-12-31 55,275 $2,671,000 -1,091
   DAVENPORT & CO LLC - 2024-03-31 54,286 $2,619,000 -240
   Mainsail Financial Group LLC 21 - 2024-03-31 53,604 $2,586,000 -13,737
   COTTONWOOD CAPITAL ADVISORS LLC 15 - 2024-03-31 53,456 $2,551,000 -5,675
   BANK OF NEW YORK MELLON CORP 2642 - 2024-03-31 52,676 $2,542,000 -54,142
   Virtue Capital Management LLC 36 - 2023-12-31 51,702 $2,494,000 -992
   WEDBUSH MORGAN SECURITIES INC 136 - 2023-12-31 50,469 $2,439,000 -2,376
   RWM Asset Management LLC 57 - 2024-03-31 49,631 $2,395,000 -1,470
   PARK AVENUE SECURITIES LLC 379 - 2024-03-31 46,420 $2,240,000 -13,834
   MARINER WEALTH ADVISORS, LLC 1021 - 2023-12-31 44,772 $2,163,000 -22,218
   INTL FCSTONE INC. 88 - 2024-03-31 44,773 $2,160,000 -5,359
   CYPRESS CAPITAL GROUP - 2023-12-31 44,597 $2,155,000 -29,610
   James J. Burns & Company LLC 26 - 2024-03-31 44,186 $2,125,000 -32,851
   SIGNALPOINT ASSET MANAGEMENT, LLC 36 - 2024-03-31 43,347 $2,091,000 -11,944
   ATRIA INVESTMENTS LLC 582 - 2023-12-31 43,142 $2,085,000 -23,843
   BEACON FINANCIAL GROUP 104 - 2023-12-31 40,437 $1,954,000 -4,016
   BerganKDV Wealth Management LLC 89 - 2023-06-30 40,566 $1,934,000 -1,241
   CITY HOLDING CO 90 - 2024-03-31 40,070 $1,933,000 -740
   Wealthcare Advisory Partners LLC 239 - 2024-03-31 39,430 $1,903,000 -634
   Cornell Pochily Investment Advisors Inc. 39 - 2024-03-31 38,370 $1,851,000 -469
   BlueChip Wealth Advisors LLC - 2024-03-31 38,231 $1,845,000 -3,437
   SRS Capital Advisors Inc. 66 - 2023-12-31 36,951 $1,785,000 -474,167
   IFRAH FINANCIAL SERVICES INC 50 - 2023-12-31 32,686 $1,579,000 -960
   Commonwealth Financial Services LLC 45 - 2023-12-31 29,985 $1,449,000 -101,540
   National Wealth Management Group LLC 22 - 2023-12-31 28,993 $1,401,000 -524
   Integrated Advisors Network LLC 242 - 2023-12-31 28,114 $1,358,000 -4,408
   Chicago Partners Investment Group LLC 266 - 2024-03-31 28,438 $1,356,000 -5,881
   Laidlaw Wealth Management LLC 61 - 2023-12-31 27,716 $1,339,000 -9,976
   HANSON MCCLAIN, INC. 365 - 2024-03-31 27,154 $1,310,000 -3,525
   CREATIVE PLANNING 1096 - 2023-12-31 26,951 $1,302,000 -886
   Perennial Investment Advisors LLC 87 - 2023-12-31 26,639 $1,287,000 -527
   BARRETT & COMPANY INC. 32 - 2024-03-31 26,039 $1,256,000 -717
   Cedrus LLC 29 - 2024-03-31 25,367 $1,224,000 -12
   Steward Partners Investment Advisory LLC 662 - 2023-12-31 24,525 $1,185,000 -943
   Orion Portfolio Solutions LLC 878 - 2023-12-31 24,264 $1,168,000 -124
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1175 - 2024-03-31 23,692 $1,143,000 -2,696
   PRIVATE TRUST CO NA 189 - 2024-03-31 23,224 $1,121,000 -842
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 191 - 2024-03-31 22,617 $1,087,000 -3,412
   Brookstone Capital Management 475 - 2024-03-31 21,887 $1,056,000 -4,311
   Triumph Capital Management 51 - 2024-03-31 21,851 $1,050,000 -13,321
   WEALTH EFFECTS LLC 54 - 2024-03-31 21,432 $1,034,000 -3,738
   Concentrum Wealth Management 26 - 2023-12-31 20,699 $1,000,000 -1,935
   MONEYWISE INC. 32 - 2024-03-31 20,329 $981,000 -6,181
   Beacon Pointe Advisors LLC 667 - 2023-12-31 19,610 $948,000 -14,488
  100 Records found
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