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Get Institutions for : 
First Trust Mid Cap Us Equity Select (RNMC)  
$32.96 0.21 (0.63%) as of 4:30 Thu 5/16


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 13    1
Total shares held : 
493,630  
% of shares held : 
5.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -3  
Amount of shares held : 
38,046  
% of shares held change : 
  0.42%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$27.19  
Last Quarter's Ending Price : 
$31.16  
Last Quarter's Average Price
$28.25  
Change from last quarter's     
avg. price to the last closing  : 
4.71 (16.66%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
0
 0
 0%
 
Increased Positions :
4
 53,011
 10.74%
 
Unchanged Positions :
3
 1,957
 0.4%
 
Decreased Positions :
6
-3,765
-0.76%
 
Closed Positions :
1
-11,200
-2.27%
 
Guru Positions :
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
   LPL FINANCIAL CORP 1424 - 2024-03-31 262,224 $8,685,000 -137,149
   FSB PREMIER WEALTH MANAGEMENT INC. 76 - 2024-03-31 18,635 $617,000 -1,036
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3627 - 2024-03-31 12,930 $428,000 -34,819
   Atria Wealth Solutions Inc. 1557 - 2023-12-31 8,558 $267,000 -1,261
   MARINER WEALTH ADVISORS, LLC 2601 - 2023-12-31 7,130 $222,000 -411
   Ahrens Investment Partners LLC 229 *New 2023-03-31 3,273 $90,000 3,273
   Global Retirement Partners LLC 1242 - 2024-03-31 2,059 $68,000 0
   ROYAL BANK OF CANADA 5284 - 2023-12-31 1,664 $52,000 -25
   UBS Group AG 5324 - 2023-12-31 1,397 $44,000 103
   Geneos Wealth Management Inc. 1183 - 2024-03-31 1,100 $36,000 0
   HANSON MCCLAIN, INC. 1545 *New 2024-03-31 873 $29,000 873
   HARBOUR INVESTMENTS INC. 1729 - 2023-12-31 857 $27,000 0
   WELLS FARGO & CO/MN 5059 - 2024-03-31 421 $14,000 421
   Advisor Group Holdings Inc. 6576 *Closed 2024-03-31 0 $0 -4,072
   PROEQUITIES INC. 8000 - 2024-03-31 0 $0 0

  15 Records found
  1    
  Page 1 of 1
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