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STOCK TICKER:
First Trust Low Duration Mortgage Opportunities ETF   (ticker: LMBS)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 85
0 100 85
Current Holdings: 39,644,845
Previous Holdings: 27,871,190
Change: 42.24%
Summary Of Institution's Buy/Sell/Hold On The Stock
BOUGHT/ADDED SIDE SOLD/REDUCED SIDE
Institution/Guru Buy/Add Current Holdings
(Link To holding history)
  Institution/Guru Sell/No Change Current Holdings
(Link To holding history)
Richard Bernstein Advisors LLC 943%4,272,941 4,726,123 UBS Group AG 100%2,984,133 1,074
HBK Sorce Advisory LLC 136%1,134,016 1,966,811 Independent Advisor Alliance sold191,392 0
CWM, LLC 31,036%879,857 882,692 SSI INVESTMENT MANAGEMENT INC 93%150,154 10,563
Raymond James Financial Services Advisors, Inc. 86%732,879 1,588,831 Laurel Wealth Advisors, Inc. sold128,153 0
LPL Financial CORP 28%649,656 2,953,026 J P MORGAN CHASE & CO 83%125,998 26,128
WELLS FARGO & CO/MN 12%624,757 5,773,078 Renaissance Technologies(Jim Simons) 63%121,100 71,200
RAYMOND JAMES & ASSOCIATES 43%480,355 1,595,083 American Financial Advisors, LLC 21%105,919 390,082
AE Wealth Management LLC 126%428,549 767,808 HARVEST GROUP WEALTH MANAGEMENT, LLC 39%62,802 99,454
JANE STREET GROUP, LLC bought394,583 394,583 AMERITAS INVESTMENT CORP 58%58,437 41,981
Baird Financial Group, Inc. bought327,341 327,341 FIRST HAWAIIAN BANK sold57,565 0
First Allied Advisory Services, Inc. 401%282,281 352,692 EPG Wealth Management LLC 79%49,188 12,735
Barber Financial Group, Inc. 245%250,194 352,477 Ambassador Advisors, LLC 90%46,554 5,262
Integrys Wealth Advisors LLC 123%249,905 452,497 Miracle Mile Advisors, LLC 8%42,191 503,569
Arlington Financial Advisors, LLC bought172,238 172,238 Pasadena Private Wealth, LLC sold40,574 0
Stratos Wealth Advisors, LLC 366%135,441 172,479 LexAurum Advisors, LLC 89%38,228 4,732
ERn Financial, LLC bought122,669 122,669 Stratos Wealth Partners, LTD. 30%33,608 77,847
Clear Creek Financial Management, LLC 81%118,711 265,276 WEALTHSOURCE PARTNERS, LLC 25%29,685 88,111
SYNOVUS FINANCIAL CORP 1,238%115,199 124,504 Eldridge Investment Advisors, Inc. 44%28,396 35,430
COMMONWEALTH EQUITY SERVICES, LLC. 26%107,187 525,930 3D ASSET MANAGEMENT INC 7%24,342 348,299
FIRST TRUST ADVISORS LP 11%89,230 930,848 Cornell Pochily Investment Advisors, Inc. 94%23,895 1,600
Landsberg, Bennett, & Dubbaneh LLC 82%88,592 197,019 Global Financial Private Capital, LLC 7%22,385 305,524
US BANCORP DE bought81,846 81,846 CORBETT ROAD CAPITAL MANAGEMENT, LLC 44%22,164 28,681
Columbus Macro, LLC bought78,205 78,205 TELEMUS CAPITAL, LLC 62%20,460 12,712
Private Advisory Group LLC bought73,144 73,144 Capital Investment Advisors, LLC sold19,433 0
IFP Advisors, Inc 25%70,034 353,083 SUNRISE PARTNERS LLC /CT sold19,204 0
WAYNE HUMMER INVESTMENTS L.L.C. 133%65,613 114,925 INTL FCSTONE INC. 42%18,916 26,353
6 Meridian 27%62,776 291,557 Altium Wealth Management LLC sold17,275 0
DEUTSCHE BANK AG 1,304%47,046 50,655 TL Private Wealth 10%16,895 153,635
CAMG Solamere Management, LLC bought45,631 45,631 Adams Wealth Management 64%16,000 9,000
CONDOR CAPITAL MANAGEMENT 24%45,067 229,589 Private Advisor Group, LLC 7%15,023 189,275
Financial Advocates Investment Management 117%43,552 80,624 Arden Trust Co 54%14,940 12,674
Brendel Financial Advisors LLC bought41,937 41,937 TD Capital Management LLC 4%14,869 325,269
CLIFFORD SWAN INVESTMENT COUNSEL LLC 16%40,607 292,144 First Heartland Consultants, Inc. 22%14,293 51,320
Camelot Portfolios, LLC 59%38,838 104,333 Arete Wealth Advisors, LLC 38%13,996 22,541
Outlook Wealth Advisors, LLC bought37,133 37,133 Great Lakes Retirement, Inc. sold11,646 0
Hilltop Holdings Inc. bought36,849 36,849 Strategic Wealth Advisors Group,Inc. 28%11,531 29,085
LINCOLN NATIONAL CORP 38%36,555 132,942 BerganKDV Wealth Management, LLC 18%11,180 50,175
CITIGROUP INC 32%34,911 145,373 Personal Resources Investment & Strategic Management, Inc. 7%10,477 137,658
ENVESTNET ASSET MANAGEMENT INC 3%34,834 1,201,220 Bank of New York Mellon CORP 17%9,842 48,208
Principle Wealth Partners LLC 299%32,890 43,902 Steward Partners Investment Advisory, LLC 5%9,742 195,790
DAVIDSON D A & CO 100%32,864 65,602 Capital Analysts, Inc. 24%9,408 29,984
STEPHENS INC /AR/ 236%28,878 41,090 LEVEL FOUR ADVISORY SERVICES, LLC 2%8,520 334,822
Multi-Financial Securities Corp 115%28,176 52,643 Sargent Investment Group, LLC 21%7,925 30,585
Financial Network 36%27,092 102,555 Virtue Capital Management, LLC sold7,826 0
Petix & Botte Co 58%24,113 65,981 Harvest Investment Services, LLC sold7,010 0
Kingsview Wealth Management, LLC 343%23,140 29,882 J.W. COLE ADVISORS, INC. sold6,210 0
Newport Wealth Strategies, Inc. 506%23,090 27,650 RDA Financial Network 52%6,146 5,735
Claro Advisors LLC 55%22,919 64,514 Goss Wealth Management LLC 8%5,046 58,320
USAdvisors Wealth Management, LLC 243%22,685 32,036 Titus Wealth Management 29%5,000 12,280
Investors Financial Group, LLC bought22,638 22,638 DFPG INVESTMENTS, INC. 14%4,968 31,456
ARQ WEALTH ADVISORS, LLC 17%19,033 128,063 National Asset Management, Inc. 18%4,526 20,997
MML INVESTORS SERVICES, LLC 9%18,293 221,172 MONECO Advisors, LLC sold4,185 0
FLAGSHIP HARBOR ADVISORS, LLC 1,678%18,093 19,171 RFG Advisory Group, LLC 10%4,157 37,827
New England Private Wealth Advisors LLC 191%17,538 26,709 Americana Partners, LLC sold4,002 0
M&T BANK CORP bought16,934 16,934 IFG Advisory, LLC 10%3,615 32,987
Lucia Wealth Services, LLC 295%16,699 22,368 NORTHWEST WEALTH MANAGEMENT, LLC 16%3,611 19,116
CAPITAL ONE FINANCIAL CORP bought15,753 15,753 BELLEVUE ASSET MANAGEMENT, LLC 3%3,481 104,590
SMITH CAPITAL MANAGEMENT INC /AR/ADV 22%14,890 81,261 TFG Advisers LLC sold3,447 0
HighTower Advisors, LLC 15%14,656 113,157 BSC PRIVATE WEALTH MANAGEMENT, LLC 36%3,390 5,950
Good Life Advisors, LLC 37%13,561 50,595 Secure Asset Management, LLC 39%2,890 4,463
OPPENHEIMER & CO INC 122%12,787 23,306 We Are One Seven, LLC 17%2,793 13,867
Migdal Insurance & Financial Holdings Ltd. 8%12,758 163,580 Western Wealth Management, LLC 9%2,635 28,041
Elevated Capital Advisors, LLC 274%12,683 17,317 Jacobi Capital Management LLC 50%2,207 2,196
Karp Capital Management Corp 17%12,530 86,321 Allred Capital Management, LLC 40%1,820 2,723
TOWNSQUARE CAPITAL LLC bought12,159 12,159 Financial Gravity Wealth, Inc. 45%1,730 2,117
Winfield Associates, Inc. bought11,793 11,793 Sowell Financial Services LLC 1%1,378 111,206
TRUSTCORE FINANCIAL SERVICES, LLC 142%11,442 19,481 Hanlon Investment Management, Inc. 15%1,278 7,184
WETHERBY ASSET MANAGEMENT INC bought11,400 11,400 Partnervest Advisory Services LLC 11%1,146 9,167
Capital Financial Planning, LLC 6%10,798 197,217 Plante Moran Financial Advisors Ltd Partnership 36%1,073 1,913
NORTHERN OAK CAPITAL MANAGEMENT INC bought10,706 10,706 Sterling Investment Advisors, Ltd. 9%1,000 10,000
PROEQUITIES, INC. 43%10,659 35,467 Eqis Capital Management, Inc. 2%928 47,272
NEXT Financial Group, Inc 73%9,305 22,117 UNIONBANCAL CORP sold765 0
55I, LLC bought9,127 9,127 JNBA Financial Advisors 78%630 174
SkyOak Wealt, LLC bought8,908 8,908 Trinity Legacy Partners LLC 13%602 3,942
Cypress Capital Group 4%8,720 206,463 Kovack Advisors, Inc. 2%601 37,560
WILEY BROS.-AINTREE CAPITAL, LLC bought8,557 8,557 OLD MISSION CAPITAL LLC 3%567 19,413
CENTAURUS FINANCIAL, INC. 30%8,320 36,512 IHT Wealth Management, LLC 2%475 23,806
Gierl Augustine Investment Management Inc bought7,701 7,701 Patten Group, Inc. 2%431 26,423
Vishria Bird Financial Group, LLC bought7,350 7,350 MONEYWISE, INC. 1%425 40,894
CALTON & ASSOCIATES, INC. bought7,137 7,137 Bay Harbor Wealth Management, LLC 4%336 9,219
Steel Peak Wealth Management LLC 42%6,820 23,226 DAVENPORT & CO LLC 2%322 19,200
Waterloo Capital, L.P. bought6,679 6,679 Emerald Investment Partners, LLC 9%209 2,013
Capital Wealth Planning, LLC bought6,654 6,654 Cambridge Advisors Inc. 0%173 46,688
Csenge Advisory Group 7%6,577 95,938 Gryphon Financial Partners LLC sold158 0
Genesee Capital Advisors, LLC bought6,326 6,326 Raab & Moskowitz Asset Management LLC sold109 0
Patriot Financial Group Insurance Agency, LLC 37%5,865 21,558 DELTA ASSET MANAGEMENT LLC/TN sold77 0
Total Clarity Wealth Management, Inc. 17%5,710 38,951 Advocacy Wealth Management Services, LLC 37%65 109
H D Vest Advisory Services 5%5,675 113,706 Psagot Investment House Ltd. sold65 0
SignalPoint Asset Management, LLC bought5,186 5,186 Castle Rock Wealth Management, LLC 0%60 13,270
Janney Montgomery Scott LLC 3%5,041 186,177 VERUS CAPITAL PARTNERS, LLC 3%25 803
Oxbow Advisors, LLC 57%4,907 13,477 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 8%6 69
Cetera Investment Advisers 15%4,815 37,263 OPTIMUM INVESTMENT ADVISORS no change 9,550
Cedar Brook Financial Partners, LLC bought4,763 4,763 Pinnacle Bank no change 249
Ausdal Financial Partners, Inc. 20%4,211 25,207 Bogart Wealth, LLC no change 2,923
Aviance Capital Partners, LLC 8%4,174 56,083 Alpha Cubed Investments, LLC no change 4,268
Coconut Grove Bank 2%3,979 203,557 Family Legacy, Inc. no change 4,284
Beacon Financial Advisory LLC bought3,877 3,877 BEACON FINANCIAL GROUP no change 171,286
AdvisorNet Financial, Inc 3,649%3,613 3,712 CHATHAM CAPITAL GROUP, INC. no change 4,900
MBE Wealth Management, LLC bought3,316 3,316 1776 Wealth LLC no change 9,315
Golden State Wealth Management, LLC bought3,250 3,250 Concorde Asset Management, LLC no change 486
Sigma Planning Corp 15%3,119 23,328 Cypress Wealth Services, LLC no change 10,700
WEDBUSH MORGAN SECURITIES INC 15%3,111 23,287 Archer Investment Corp no change 350
Capital Investment Advisory Services, LLC 11%3,032 29,649 Weaver Consulting Group no change 280
BENJAMIN F. EDWARDS & COMPANY, INC. 6%2,512 42,915 Aptus Capital Advisors, LLC no change 6,650
Integrated Wealth Concepts LLC 15%2,447 18,357 LifePlan Financial Group, Inc no change 763
Larson Financial Group LLC 12%2,044 19,632 PNC FINANCIAL SERVICES GROUP INC no change 1,000
M Holdings Securities, Inc. 8%1,894 26,572 Crumly & Associates Inc. no change 4,360
Wealthcare Advisory Partners LLC 365%1,825 2,325 Old Port Advisors no change 4,266
Jaffetilchin Investment Partners, LLC 15%1,554 11,927 FIFTH THIRD BANCORP no change 1,302
RETIREMENT INCOME SOLUTIONS, INC 2%1,432 63,794 HUNTINGTON NATIONAL BANK no change 1
LIBERTY WEALTH MANAGEMENT LLC bought1,427 1,427
PFG Advisors 25%1,415 7,162
Eudaimonia Partners, LLC bought1,146 1,146
Arkadios Wealth Advisors bought1,045 1,045
Telos Capital Management, Inc. 2%1,014 48,923
Stonebridge Financial Planning Group, LLC 327%980 1,280
WT Wealth Management 19%975 6,220
BENJAMIN EDWARDS INC bought963 963
HBW Advisory Services LLC 4%902 21,038
Global Retirement Partners, LLC 10%863 9,589
Strategic Investment Advisors / MI 3%826 33,373
Lloyd Advisory Services, LLC. 11%815 8,523
Aspire Private Capital, LLC 4%785 22,501
tru Independence LLC bought770 770
BLAIR WILLIAM & CO/IL 293%732 982
Indie Asset Partners, LLC 14%700 5,850
Covington Capital Management bought624 624
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC bought590 590
AlphaMark Advisors, LLC 192%575 875
Blue Zone Wealth Advisors, LLC 1%531 41,452
Merit Financial Group, LLC 2%504 32,066
Koshinski Asset Management, Inc. 3%320 11,028
Harwood Advisory Group, LLC bought300 300
Towerpoint Wealth, LLC 5%300 6,896
RAYMOND JAMES TRUST CO 4%264 6,938
Moloney Securities Asset Management, LLC 2%213 13,976
SIGNATUREFD, LLC bought205 205
FARMERS & MERCHANTS INVESTMENTS INC bought200 200
FURE FINANCIAL CORP 1%197 29,471
Salomon & Ludwin, LLC bought183 183
Valeo Financial Advisors, LLC bought151 151
HARBOR INVESTMENT ADVISORY, LLC bought105 105
CREATIVE FINANCIAL DESIGNS INC /ADV 15%90 705
Capital Advisory Group Advisory Services, LLC bought83 83
Cooper Financial Group 1%65 11,364
Chicago Partners Investment Group LLC 0%52 52,686
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC bought47 47
Savior LLC bought11 11
Hanson McClain, Inc. 0%6 8,712
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