Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
First Trust Low Duration Mortgage Opportunities (LMBS)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   INTREPID CAPITAL MANAGEMENT INC 109 *Closed 2023-12-31 0 $0 -1,663
   FARMERS & MERCHANTS INVESTMENTS INC 1661 *Closed 2024-03-31 0 $0 -21
   W.H. Cornerstone Investments Inc. 127 *Closed 2023-12-31 0 $0 -4,749
   Authentikos Wealth Advisory LLC 185 *Closed 2023-12-31 0 $0 -499
   Headlands Technologies LLC 979 *Closed 2023-12-31 0 $0 -207
   Gallacher Capital Management LLC 280 *Closed 2023-12-31 0 $0 -4,687
   MILLENNIUM MANAGEMENT LLC 4000 *Closed 2023-12-31 0 $0 -4,342
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 522 *Closed 2023-12-31 0 $0 -14,102
   Ten Capital Wealth Advisors LLC 278 *Closed 2023-06-30 0 $0 -787
   GRADIENT INVESTMENTS LLC 1428 *Closed 2024-03-31 0 $0 -290
   3D/L Capital Management LLC 55 *Closed 2023-12-31 0 $0 -68,922
   SAGE ADVISORY SERVICES, LTD.CO. 51 *Closed 2024-03-31 0 $0 -40,254
   Ascension Capital Advisors Inc. *Closed 2024-03-31 0 $0 -4,253
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6334 *Closed 2023-12-31 0 $0 -55,272
   JANE STREET GROUP LLC 5708 *Closed 2023-12-31 0 $0 -709,863
   Front Row Advisors LLC 570 *Closed 2023-12-31 0 $0 -75
   Stonebridge Capital Advisors LLC 762 *Closed 2023-12-31 0 $0 -67
   Eldridge Investment Advisors Inc. 152 *Closed 2023-12-31 0 $0 -24,518
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 1096 *Closed 2023-12-31 0 $0 -4,491
   Koshinski Asset Management Inc. 591 *Closed 2023-12-31 0 $0 -5,362
   Independence Bank of Kentucky 543 *Closed 2024-03-31 0 $0 -20
   M&R CAPITAL MANAGEMENT INC 571 *Closed 2024-03-31 0 $0 -215
   CITADEL ADVISORS LLC 6196 *Closed 2023-12-31 0 $0 -37,541
   Legacy Capital Wealth Partners LLC 309 *Closed 2023-12-31 0 $0 -36,226
   Cranbrook Wealth Management LLC 301 *Closed 2024-03-31 0 $0 -7,520
   DAYMARK WEALTH PARTNERS LLC 438 *Closed 2024-03-31 0 $0 -4,343
   Meridian Wealth Management LLC 504 *Closed 2024-03-31 0 $0 -43,922
   Kovack Advisors Inc. 556 *Closed 2024-03-31 0 $0 -6,872
   TOWER RESEARCH CAPITAL LLC 6328 *Closed 2023-12-31 0 $0 -84
   FIRST HEARTLAND CONSULTANTS INC 381 *Closed 2023-12-31 0 $0 -12,957
   WIN ADVISORS INC 63 *Closed 2024-03-31 0 $0 -28,845
   RATHBONE BROTHERS PLC 652 *Closed 2023-12-31 0 $0 -5,496
   Nelson Van Denburg & Campbell Wealth Management Gr *Closed 2024-03-31 0 $0 -2,507
   Ford Financial Group Inc. 30 *Closed 2023-03-31 0 $0 -41,976
   Choice Wealth Advisors LLC 30 *Closed 2024-03-31 0 $0 -36,030
   Keystone Financial Group 317 *Closed 2023-12-31 0 $0 -118,319
   GeoWealth Management LLC 733 *Closed 2023-12-31 0 $0 -955
   Alpha Omega Group Inc. 22 *Closed 2023-12-31 0 $0 -6,708
   SkyView Investment Advisors LLC 484 *Closed 2023-12-31 0 $0 -12
   RICHARDSON FINANCIAL SERVICES INC. *Closed 2024-03-31 0 $0 -161

  40 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results