First Trust New Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2024 | 1.97 M | $15.06 M | 0.00% | 8.37% |
| COASTAL BRIDGE ADVISORS, LLC | 05/15/2024 | 1.18 M | $9.06 M | -29.75% | 5.03% |
| MORGAN STANLEY | 10/17/2024 | 1.08 M | $8.28 M | -1.34% | 4.60% |
| GOLDMAN SACHS GROUP INC | 05/15/2024 | 917.79 K | $7.03 M | 181.11% | 3.91% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/14/2024 | 670.88 K | $5.14 M | -2.71% | 2.86% |
| COHEN & STEERS, INC. | 05/15/2024 | 343.80 K | $2.63 M | 4.56% | 1.46% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 01/31/2025 | 290.06 K | $2.22 M | 100.00% | 1.23% |
| CORECAP ADVISORS, LLC | 08/08/2024 | 267.28 K | $2.05 M | -2.34% | 1.14% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2024 | 242.80 K | $1.86 M | 0.00% | 1.03% |
| LPL FINANCIAL LLC | 05/10/2024 | 183.40 K | $1.40 M | -2.32% | 0.78% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 05/14/2024 | 163.09 K | $1.25 M | 1,293.47% | 0.69% |
| RAYMOND JAMES & ASSOCIATES | 04/22/2024 | 157.33 K | $1.21 M | -2.67% | 0.67% |
| HUNTING HILL GLOBAL CAPITAL, LLC | 05/15/2024 | 145.50 K | $1.11 M | 0.00% | 0.62% |
| INVESCO LTD. | 05/14/2024 | 132.35 K | $1.01 M | 0.76% | 0.56% |
| ROYAL BANK OF CANADA | 11/05/2024 | 126.58 K | $970.00 K | 176.45% | 0.54% |
| QUARRY LP | 05/15/2024 | 115.44 K | $884.25 K | 440.44% | 0.49% |
| AMERIPRISE FINANCIAL INC | 05/15/2024 | 106.40 K | $815.04 K | -11.63% | 0.45% |
| SIT INVESTMENT ASSOCIATES INC | 05/14/2024 | 100.31 K | $768.00 K | 366.55% | 0.43% |
| ALMITAS CAPITAL LLC | 05/14/2024 | 92.35 K | $707.37 K | 100.00% | 0.39% |
| JANE STREET GROUP, LLC | 05/16/2024 | 74.48 K | $570.49 K | 229.23% | 0.32% |
| B. RILEY WEALTH ADVISORS, INC. | 05/16/2024 | 71.00 K | $444.47 K | -11.80% | 0.30% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/07/2024 | 68.33 K | $523.39 K | 57.49% | 0.29% |
| ADVISOR GROUP HOLDINGS, INC. | 05/10/2024 | 52.42 K | $401.55 K | -4.88% | 0.22% |
| SCHECHTER INVESTMENT ADVISORS, LLC | 05/06/2024 | 48.96 K | $375.06 K | 0.00% | 0.21% |
| ATOMI FINANCIAL GROUP, INC. | 05/07/2024 | 44.31 K | $339.37 K | -6.50% | 0.19% |
| OPPENHEIMER & CO INC | 05/07/2024 | 41.86 K | $320.61 K | 209.67% | 0.18% |
| FLOW STATE INVESTMENTS, L.P. | 05/13/2024 | 40.36 K | $309.12 K | 100.00% | 0.17% |
| SEA OTTER ADVISORS LLC | 05/15/2024 | 40.12 K | $307.30 K | 23.06% | 0.17% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 04/22/2024 | 39.92 K | $305.79 K | -51.65% | 0.17% |
| WELLS FARGO & COMPANY/MN | 05/10/2024 | 37.05 K | $283.83 K | -3.46% | 0.16% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/13/2024 | 26.36 K | $201.92 K | -45.01% | 0.11% |
| TRUIST FINANCIAL CORP | 05/13/2024 | 24.50 K | $187.67 K | -5.41% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/24/2024 | 23.66 K | $181.00 K | 9.98% | 0.10% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/15/2024 | 23.05 K | $176.52 K | -4.90% | 0.10% |
| RETIREMENT PLANNING CO OF NEW ENGLAND, INC. | 05/06/2024 | 22.78 K | $174.52 K | -0.75% | 0.10% |
| UBS GROUP AG | 05/13/2024 | 15.27 K | $116.96 K | 5.67% | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/29/2024 | 14.76 K | $113.00 K | 100.00% | 0.06% |
| PINE VALLEY INVESTMENTS LTD LIABILITY CO | 05/08/2024 | 14.18 K | $108.59 K | -1.28% | 0.06% |
| PINNACLE ASSOCIATES LTD | 04/26/2024 | 14.12 K | $108.17 K | 1.09% | 0.06% |
| PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC | 05/01/2024 | 14.12 K | $108.17 K | 1.09% | 0.06% |
| CSS LLC/IL | 05/15/2024 | 13.95 K | $106.86 K | 100.00% | 0.06% |
| NWF ADVISORY SERVICES INC. | 10/06/2025 | 13.80 K | $105.71 K | 0.00% | 0.06% |
| WEDBUSH SECURITIES INC | 05/15/2024 | 13.30 K | $102.00 K | -24.43% | 0.06% |
| MERIT FINANCIAL GROUP, LLC | 05/06/2024 | 12.98 K | $100.74 K | -1.10% | 0.06% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/15/2024 | 11.85 K | $90.77 K | 0.00% | 0.05% |
| CATALINA CAPITAL GROUP, LLC | 05/03/2024 | 11.77 K | $90.15 K | 0.00% | 0.05% |
| NOTTINGHAM ADVISORS, INC. | 05/15/2024 | 11.00 K | $84.26 K | 0.00% | 0.05% |
| CAROLINAS WEALTH CONSULTING LLC | 05/15/2024 | 8.30 K | $63.56 K | 0.00% | 0.04% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 04/24/2024 | 4.95 K | $37.95 K | -23.18% | 0.02% |
| NBC SECURITIES, INC. | 04/05/2024 | 4.91 K | $37.00 K | -2.13% | 0.02% |
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First Trust New institutional Ownership - FAQ's
During the previous two years, 22 institutional investors and hedge funds held shares of First Trust New . The most heavily invested institutionals were:
BENJAMIN F. EDWARDS & COMPANY, INC.: 0
Highlander Capital Management, LLC: 500
Grey Street Capital, LLC: 0
Baystate Wealth Management LLC: 707
Johnson Midwest Financial, LLC: 7,200
Clear Perspectives Financial Planning, LLC: 1,500
38.96% of First Trust New stock is owned by institutional investors.
Institutional investors have bought a total of 525.52 K shares in the last 24 months. This purchase volume represents approximately $4.08 M in transactions.