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Get Institutions for : 
First Trust Active Factor Small Cap Etf (AFSM)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 11    5
Total shares held : 
262,388  
% of shares held : 
2.92%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  5  
Amount of shares held : 
219,876  
% of shares held change : 
  2.44%  
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 :
5
 181,094
 69.02%
 
Increased Positions :
2
 39,531
 15.07%
 
Unchanged Positions :
2
 1
 0%
 
Decreased Positions :
2
-749
-0.29%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Beacon Financial Advisory LLC 11 *New 2024-06-30 144,269 $4,082,000 144,269
   TOWER RESEARCH CAPITAL LLC 622 - 2024-06-30 45,185 $1,278,000 39,501
   BKA Wealth Consulting Inc. 23 *New 2024-06-30 27,258 $771,000 27,258
   PROSPERA FINANCIAL SERVICES 695 - 2024-06-30 18,450 $522,000 -700
   CREATIVE FINANCIAL DESIGNS INC /ADV 280 - 2024-06-30 17,008 $481,000 30
   Sigma Planning Corp 974 *New 2024-06-30 9,045 $256,000 9,045
   Advisor Group Holdings Inc. 5281 - 2024-06-30 650 $18,000 -49
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 1551 *New 2024-06-30 487 $14,000 487
   UBS Group AG 7215 *New 2024-06-30 35 $1,000 35
   PROEQUITIES INC. 9804 - 2024-06-30 0 $0 0
   MORGAN STANLEY 7716 - 2024-06-30 1 $0 0

  11 Records found
  1    
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