Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
STOCK TICKER:
First Trust Low Duration Mortgage Opportunities ETF   (ticker: LMBS)
Institutions' Indicator :          Buy          (Click Here For Details)
INSTITUTIONS' Score: 70
0 100 70
Current Holdings: 49,810,068
Previous Holdings: 41,152,171
Change: 21.04%
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)
MORGAN STANLEY 20%1,820,916 10,712,256 UBS Group AG sold3,414,325 0
ROYAL BANK OF CANADA bought901,667 901,667 TD Capital Management LLC 34%176,736 340,138
JANE STREET GROUP, LLC bought887,393 887,393 American Financial Advisors, LLC 11%60,809 496,001
BANK OF AMERICA CORP /DE/ 14%549,175 4,496,306 Karp Capital Management Corp 45%59,963 73,791
Integrys Wealth Advisors LLC 10,478%484,071 488,691 Clear Creek Financial Management, LLC 29%58,451 146,565
WELLS FARGO & CO/MN 10%478,561 5,148,321 IFP Advisors, Inc 14%46,421 283,049
BB&T CORP bought379,855 379,855 Astor Investment Management LLC 7%40,660 509,691
FIRST TRUST ADVISORS LP 74%357,344 841,618 Ambassador Advisors, LLC 43%39,629 51,816
LPL Financial CORP 13%257,856 2,303,370 Advocacy Wealth Management Services, LLC 87%32,319 4,766
Independent Advisor Alliance bought191,392 191,392 WEALTHSOURCE PARTNERS, LLC 21%32,008 117,796
TL Private Wealth bought170,530 170,530 Capital Asset Advisory Services LLC sold29,640 0
HARVEST GROUP WEALTH MANAGEMENT, LLC bought162,256 162,256 ASPIRIANT, LLC sold21,523 0
Ascension Capital Advisors, Inc. bought162,114 162,114 Sowell Financial Services LLC 14%18,556 112,584
AE Wealth Management LLC 75%145,494 339,259 Goss Wealth Management LLC 22%17,928 63,366
HBK Sorce Advisory LLC 18%125,409 832,795 Global Financial Private Capital, LLC 5%17,843 327,909
Sawtooth Asset Management, Inc. 58%117,626 319,735 RETIREMENT INCOME SOLUTIONS, INC 19%14,927 62,362
Stratos Wealth Partners, LTD. 30,436%111,090 111,455 M&T BANK CORP sold14,608 0
Landsberg, Bennett, & Dubbaneh LLC bought108,427 108,427 3D ASSET MANAGEMENT INC 4%14,381 372,641
BELLEVUE ASSET MANAGEMENT, LLC bought108,071 108,071 MML INVESTORS SERVICES, LLC 7%14,104 202,879
H D Vest Advisory Services 347%83,875 108,031 AMERIPRISE FINANCIAL INC sold14,005 0
CLIFFORD SWAN INVESTMENT COUNSEL LLC 48%81,581 251,537 Donald L. Hagan, LLC sold8,415 0
Laurel Wealth Advisors, Inc. 147%76,206 128,153 Cornerstone Wealth Management, LLC sold7,234 0
AMERITAS INVESTMENT CORP 266%72,993 100,418 CWM, LLC 71%6,975 2,835
Advisor Group, Inc. 24%70,620 365,683 Capital Wealth Planning, LLC sold6,704 0
Private Advisor Group, LLC 52%70,080 204,298 Brendel Financial Advisors LLC sold6,432 0
UNITED CAPITAL FINANCIAL ADVISERS,INC. 6%69,977 1,221,331 Premia Global Advisors, LLC sold6,054 0
RAYMOND JAMES & ASSOCIATES 7%68,864 1,114,728 VisionPoint Advisory Group, LLC 31%5,846 13,054
COMMONWEALTH EQUITY SERVICES, LLC. 18%64,285 418,743 Arete Wealth Advisors, LLC 14%5,766 36,537
LINCOLN NATIONAL CORP 180%62,019 96,387 ERn Financial, LLC sold5,454 0
EPG Wealth Management LLC bought61,923 61,923 MOSELEY INVESTMENT MANAGEMENT INC sold5,439 0
Raymond James Financial Services Advisors, Inc. 7%55,424 855,952 Beirne Wealth Consulting Services, LLC sold5,308 0
GeoWealth Management, LLC bought55,423 55,423 NORTHWEST WEALTH MANAGEMENT, LLC 18%5,042 22,727
LADENBURG THALMANN FINANCIAL SERVICES INC 20%52,241 308,426 BSC PRIVATE WEALTH MANAGEMENT, LLC 34%4,900 9,340
CORBETT ROAD CAPITAL MANAGEMENT, LLC bought50,845 50,845 SUNRISE PARTNERS LLC /CT 20%4,818 19,204
SMITH CAPITAL MANAGEMENT INC /AR/ADV 299%49,731 66,371 Eqis Capital Management, Inc. 8%4,452 48,200
Atlas Private Wealth Management bought46,097 46,097 STIFEL FINANCIAL CORP 88%4,416 584
Cypress Capital Group 37%45,803 168,423 IHT Wealth Management, LLC 15%4,264 24,281
Baird Financial Group, Inc. 37%45,105 166,274 Acorn Wealth Advisors, LLC sold4,135 0
Petix & Botte Co bought41,868 41,868 Genesee Capital Advisors, LLC 39%3,989 6,256
BB&T SECURITIES, LLC 14%41,618 332,423 J P MORGAN CHASE & CO 2%3,760 152,126
Blue Zone Wealth Advisors, LLC bought40,921 40,921 Atlanta Capital Group 6%3,432 54,307
Mutual Advisors, LLC 252%40,465 56,520 Wealthcare Advisory Partners LLC 87%3,300 500
Cambridge Advisors Inc. 600%40,167 46,861 Venturi Wealth Management, LLC sold2,860 0
MONEYWISE, INC. bought39,051 39,051 STRINGER ASSET MANAGEMENT, LLC 8%2,507 27,703
Good Life Advisors, LLC bought37,034 37,034 M Holdings Securities, Inc. 9%2,297 24,678
Total Clarity Wealth Management, Inc. bought33,241 33,241 WAYNE HUMMER INVESTMENTS L.L.C. 4%2,283 49,312
Kovack Advisors, Inc. 467%31,429 38,161 1 NORTH WEALTH SERVICES LLC 2%2,276 93,378
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought30,902 30,902 Barber Financial Group, Inc. 2%2,112 102,283
FURE FINANCIAL CORP bought29,274 29,274 Personal Resources Investment & Strategic Management, Inc. 1%2,099 148,135
Capital Financial Planning, LLC 17%26,486 186,419 CONDOR CAPITAL MANAGEMENT 1%1,801 184,522
Adams Wealth Management bought25,000 25,000 Camelot Portfolios, LLC 3%1,738 65,495
Financial Network 45%23,551 75,463 ATRIA INVESTMENTS LLC 6%1,544 25,498
SSI INVESTMENT MANAGEMENT INC 15%20,976 160,717 Altium Wealth Management LLC 7%1,345 17,275
Janney Montgomery Scott LLC 13%20,260 181,136 Allred Capital Management, LLC 21%1,231 4,543
FIRST HAWAIIAN BANK 52%19,808 57,565 Arden Trust Co 3%896 27,614
ENVESTNET ASSET MANAGEMENT INC 2%19,695 850,621 Claraphi Advisory Network, LLC sold860 0
Claro Advisors LLC 90%19,674 41,595 Financial Gravity Wealth, Inc. 16%720 3,847
HBW Advisory Services LLC bought18,878 18,878 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 90%697 75
Eldridge Investment Advisors, Inc. 38%17,693 63,826 ADVANTAGE INVESTMENT MANAGEMENT, LLC 3%656 22,084
Equitable Holdings, Inc. bought17,433 17,433 Quad-Cities Investment Group, LLC sold450 0
Titus Wealth Management bought17,280 17,280 Horan Securities, Inc. sold414 0
CAPITAL ONE, NATIONAL ASSOCIATION bought16,453 16,453 USCA RIA LLC sold414 0
Steel Peak Wealth Management LLC bought16,406 16,406 Towerpoint Wealth, LLC 6%386 6,596
Miracle Mile Advisors, LLC 3%15,777 545,760 TRUSTCORE FINANCIAL SERVICES, LLC 4%350 8,039
Renaissance Technologies(Jim Simons) 9%15,686 192,300 HighTower Advisors, LLC 0%298 98,501
TELEMUS CAPITAL, LLC 83%15,024 33,172 Hilltop Holdings Inc. 1%225 16,995
Moloney Securities Asset Management, LLC bought13,763 13,763 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC sold196 0
We Are One Seven, LLC 323%12,720 16,660 FLAGSHIP HARBOR ADVISORS, LLC 15%195 1,078
Great Lakes Retirement, Inc. bought11,646 11,646 Private Ocean, LLC sold90 0
Investors Financial Group, LLC bought11,536 11,536 SHINE INVESTMENT ADVISORY SERVICES INC sold70 0
Cascadia Advisory Services, LLC bought11,199 11,199 Concorde Asset Management, LLC 6%29 486
Principle Wealth Partners LLC bought11,012 11,012 PFG Advisors 0%24 5,747
Sterling Investment Advisors, Ltd. bought11,000 11,000 Bay Harbor Wealth Management, LLC 0%19 9,555
DFPG INVESTMENTS, INC. 43%10,930 36,424 FMR LLC sold5 0
Aviance Capital Partners, LLC 26%10,862 51,909 Advisors Asset Management, Inc. 1%5 742
Integrated Wealth Concepts LLC 211%10,794 15,910 Golden State Wealth Management, LLC no change 5,625
Koshinski Asset Management, Inc. bought10,708 10,708 AMERICAN ECONOMIC PLANNING GROUP INC /ADV no change 4,916
LEVEL FOUR ADVISORY SERVICES, LLC 3%10,659 343,342 Bogart Wealth, LLC no change 2,923
OPPENHEIMER & CO INC bought10,519 10,519 CHATHAM CAPITAL GROUP, INC. no change 4,900
Jaffetilchin Investment Partners, LLC bought10,373 10,373 Family Legacy, Inc. no change 4,284
Ausdal Financial Partners, Inc. 97%10,345 20,996 FIFTH THIRD BANCORP no change 1,302
Sargent Investment Group, LLC 35%10,045 38,510 Aptus Capital Advisors, LLC no change 6,650
Cranbrook Wealth Management, LLC 15%9,675 73,547 Oxbow Advisors, LLC no change 8,570
BEACON FINANCIAL GROUP 6%9,440 171,286 Richard Bernstein Advisors LLC no change 453,182
USAdvisors Wealth Management, LLC bought9,351 9,351 Cypress Wealth Services, LLC no change 10,700
1776 Wealth LLC bought9,315 9,315 Partnervest Advisory Services LLC no change 10,313
SYNOVUS FINANCIAL CORP bought9,305 9,305 JNBA Financial Advisors no change 804
Cornell Pochily Investment Advisors, Inc. 49%8,332 25,495 LifePlan Financial Group, Inc no change 763
Virtue Capital Management, LLC bought7,826 7,826 AdvisorNet Financial, Inc no change 99
Lloyd Advisory Services, LLC. bought7,708 7,708 DELTA ASSET MANAGEMENT LLC/TN no change 77
CITIGROUP INC 7%7,551 110,462 McIlrath & Eck, LLC no change 65
Secure Asset Management, LLC bought7,353 7,353 Pinnacle Bank no change 165
Prospera Financial Services 8%7,081 92,554 BLAIR WILLIAM & CO/IL no change 250
First Heartland Consultants, Inc. 12%6,933 65,613 AlphaMark Advisors, LLC no change 300
US BANCORP DE 9%6,819 82,585 Weaver Consulting Group no change 280
Kingsview Wealth Management, LLC bought6,742 6,742 SRS Capital Advisors, Inc. no change 270
MISSION CREEK CAPITAL PARTNERS, INC bought6,613 6,613 HUNTINGTON NATIONAL BANK no change 1
PROEQUITIES, INC. 36%6,595 24,808
BerganKDV Wealth Management, LLC 11%6,265 61,355
Pasadena Private Wealth, LLC 18%6,230 40,574
J.W. COLE ADVISORS, INC. bought6,210 6,210
Merit Financial Group, LLC 24%6,096 31,562
WEDBUSH MORGAN SECURITIES INC 40%5,800 20,176
Lucia Wealth Services, LLC bought5,669 5,669
First Allied Advisory Services, Inc. 8%5,423 70,411
Flaharty Asset Management, LLC 2%5,267 305,514
WT Wealth Management bought5,245 5,245
Indie Asset Partners, LLC bought5,150 5,150
Migdal Insurance & Financial Holdings Ltd. 3%4,917 150,822
Cetera Investment Advisers 18%4,896 32,448
Larson Financial Group LLC 41%4,857 16,666
Patten Group, Inc. 22%4,798 26,854
Sigma Planning Corp 31%4,773 20,209
Stratos Wealth Advisors, LLC 14%4,649 37,038
Elevated Capital Advisors, LLC bought4,634 4,634
Newport Wealth Strategies, Inc. bought4,560 4,560
Beacon Financial Advisory LLC bought4,558 4,558
Multi-Financial Securities Corp 22%4,485 24,467
LexAurum Advisors, LLC 11%4,395 42,960
Alpha Cubed Investments, LLC bought4,268 4,268
BENJAMIN F. EDWARDS & COMPANY, INC. 12%4,244 40,403
TOWNSQUARE CAPITAL LLC bought4,235 4,235
MONECO Advisors, LLC bought4,185 4,185
Americana Partners, LLC bought4,002 4,002
Jacobi Capital Management LLC 363%3,451 4,403
TFG Advisers LLC bought3,447 3,447
Capital Investment Advisory Services, LLC 14%3,299 26,617
Capital Analysts, Inc. 8%3,071 39,392
Plante Moran Financial Advisors Ltd Partnership bought2,986 2,986
NORTHSTAR WEALTH PARTNERS LLC 47%2,950 9,250
SUNTRUST BANKS INC 30%2,898 12,607
Chicago Partners Investment Group LLC 6%2,804 52,634
OPTIMUM INVESTMENT ADVISORS 41%2,800 9,550
Strategic Investment Advisors / MI 9%2,734 32,547
Western Wealth Management, LLC 9%2,575 30,676
Pinnacle Advisory Group, Inc. 22%2,328 12,888
STEPHENS INC /AR/ 23%2,287 12,212
Telos Capital Management, Inc. 5%2,278 47,909
Global Retirement Partners, LLC 35%2,267 8,726
Bank of New York Mellon CORP 4%2,141 58,050
Capital Investment Advisors, LLC 11%2,001 19,433
Patriot Financial Group Insurance Agency, LLC 15%2,000 15,193
DEUTSCHE BANK AG 101%1,813 3,609
Advisory Services Network, LLC 28%1,748 8,099
Financial Advocates Investment Management 5%1,688 37,072
NEXT Financial Group, Inc 15%1,652 12,812
RAYMOND JAMES TRUST CO 30%1,541 6,674
Steward Partners Investment Advisory, LLC 1%1,497 205,532
RFG Advisory Group, LLC 4%1,496 41,984
United Income, Inc. 10%1,453 16,453
DAVIDSON D A & CO 5%1,417 32,738
Coconut Grove Bank 1%1,205 199,578
OLD MISSION CAPITAL LLC 6%1,125 19,980
Aspire Private Capital, LLC 5%1,040 21,716
Hanson McClain, Inc. 12%909 8,706
Strategic Wealth Advisors Group,Inc. 2%831 40,616
VERUS CAPITAL PARTNERS, LLC bought828 828
Csenge Advisory Group 1%801 89,361
UNIONBANCAL CORP bought765 765
CENTAURUS FINANCIAL, INC. 3%740 28,192
IFG Advisory, LLC 1%424 36,602
National Asset Management, Inc. 2%419 25,523
Castle Rock Wealth Management, LLC 3%387 13,330
Archer Investment Corp bought350 350
Harvest Investment Services, LLC 5%343 7,010
Emerald Investment Partners, LLC 16%308 2,222
Stonebridge Financial Planning Group, LLC bought300 300
Hanlon Investment Management, Inc. 2%205 8,462
Wealth & Pension Services Group, Inc. 3%180 6,635
Gryphon Financial Partners LLC bought158 158
CREATIVE FINANCIAL DESIGNS INC /ADV 32%149 615
Raab & Moskowitz Asset Management LLC bought109 109
DAVENPORT & CO LLC 0%75 19,522
Cooper Financial Group 1%65 11,299
Psagot Investment House Ltd. bought65 65
New England Private Wealth Advisors LLC 1%53 9,171
*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*