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


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 56    2
Total shares held : 
5,883,473  
% of shares held : 
8.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -2  
Amount of shares held : 
2,349,375  
% of shares held change : 
  3.31%  
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 :
1
 177
 0%
 
Increased Positions :
20
 2,800,464
 47.6%
 
Unchanged Positions :
15
 140,568
 2.39%
 
Decreased Positions :
20
-439,584
-7.47%
 
Closed Positions :
3
-11,682
-0.2%
 
Guru Positions :
0
 0%
 
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 period: 
12-31-2023 View holdings for period: 
3-31-2024 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
   ROYAL BANK OF CANADA 1717 - 2024-06-30 377,406 $7,054,000 -42,407
   Advisor Group Holdings Inc. 1607 - 2024-06-30 108,245 $2,023,000 -11,814
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1855 - 2024-06-30 75,131 $1,404,000 -5,344
   PROSPERA FINANCIAL SERVICES 464 - 2024-06-30 62,952 $1,177,000 -331
   Kraft Davis & Associates LLC 52 - 2024-06-30 62,184 $1,171,000 -38,434
   Private Advisor Group LLC 1160 - 2024-06-30 57,717 $1,079,000 -34,688
   Mutual Advisors LLC 568 - 2024-06-30 40,227 $758,000 -166,351
   Sigma Planning Corp 562 - 2024-06-30 40,345 $754,000 -2,916
   PRINCIPAL SECURITIES INC. 615 - 2024-06-30 34,603 $647,000 -1,180
   Cetera Investment Advisers 2409 - 2024-06-30 33,074 $618,000 -5,713
   Ameritas Advisory Services LLC 584 - 2024-06-30 26,275 $491,000 -4,356
   Larson Financial Group LLC 299 - 2024-06-30 23,068 $431,000 -9,516
   FINANCIAL NETWORK 2070 - 2024-03-31 21,204 $398,000 -694
   CITADEL ADVISORS LLC 4122 - 2024-06-30 15,574 $291,000 -32,929
   Resources Investment Advisors Inc. 1145 - 2024-06-30 14,821 $277,000 -68,838
   Kestra Advisory Services LLC 2364 - 2024-06-30 10,957 $205,000 -2,666
   Western Wealth Management LLC 629 - 2024-06-30 10,410 $195,000 -1,228
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 796 - 2024-06-30 8,285 $155,000 -11,150
   CWM LLC 1892 - 2024-06-30 5,911 $110,000 -389
   Tidemark LLC 197 - 2024-06-30 2,922 $55,000 -2,301
   Capital Investment Advisory Services LLC 687 - 2024-06-30 2,200 $41,000 -400
   NBC SECURITIES INC. 1490 - 2024-06-30 996 $18,000 -2,346

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