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Macquarie / First TR Global

CUSIP: 55607W100 | 141 institutional holders

Quarters

Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023
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Institutional Holders — Q2 2024

Saba Capital Management, L.P.A504,405
0.1% of portfolio›$3.8M
LPL Financial LLC309,867
0.0% of portfolio›$2.3M
Old Port Advisors220,753
0.5% of portfolio›$1.6M
Morgan Stanley218,011
0.0% of portfolio›$1.6M
Capital Investment Advisors, LLC169,488
0.0% of portfolio›$1.3M
AE Wealth Management LLC117,643
0.0% of portfolio›$878.8K
UBS Group AG87,864
0.0% of portfolio›$656.3K
Osaic Holdings, Inc.63,694
0.0% of portfolio›$475.8K
Commonwealth Equity Services, LLC52,358
0.0% of portfolio›$391
Cetera Investment Advisers35,616
0.0% of portfolio›$266.1K
Rivernorth Capital Management, LLC32,222
0.0% of portfolio›$240.7K
Retirement Planning Co of New England, Inc.30,101
0.1% of portfolio›$224.9K
Moors & Cabot, Inc.28,824
0.0% of portfolio›$215.3K
Royal Bank of Canada27,578
0.0% of portfolio›$206.0K
NWF Advisory Services Inc.26,800
0.0% of portfolio›$200.2K
Blue Bell Private Wealth Management, LLC25,787
0.0% of portfolio›$192.6K
Wedbush Securities Inc22,960
0.0% of portfolio›$172
International Assets Investment Management, LLC21,100
0.0% of portfolio›$157.6K
Wealth Enhancement Advisory Services, LLC20,916
0.0% of portfolio›$156.2K
Keel Point, LLC20,404
0.0% of portfolio›$162.2K
Sanctuary Advisors, LLC20,178
0.0% of portfolio›$147.5K
Landscape Capital Management, L.L.C.19,890
0.0% of portfolio›$148.6K
Csenge Advisory Group14,414
0.0% of portfolio›$107.7K
Wells Fargo & Company13,790
0.0% of portfolio›$103.0K
Wealth Alliance Advisory Group, LLC13,000
0.0% of portfolio›$97.1K
Gilliland Jeter Wealth Management LLC2,133
0.0% of portfolio›$15.9K
Allworth Financial LP2,000
0.0% of portfolio›$15.7K
Bank of America Corp1,432
0.0% of portfolio›$10.7K
Sandy Spring Bank870
0.0% of portfolio›$6.5K
Principal Securities, Inc.715
0.0% of portfolio›$5.3K
Legend Financial Advisors, Inc.147
0.0% of portfolio›$1.1K
PNC Financial Services Group, Inc.83
0.0% of portfolio›$620
US Bancorp \de\1
0.0% of portfolio›$7
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Saba Capital Management, L.P.Activist
504,405$3.8M0.1%YieldMediumNew York, NY2024-08-14
LPL Financial LLC
309,867$2.3M0.0%IndexVery LowFort Mill, SC2024-08-07
Old Port Advisors
220,753$1.6M0.5%GARPLowPortland, ME2024-07-18
Morgan Stanley
218,011$1.6M0.0%CoreLowNew York, NY2025-05-14
Capital Investment Advisors, LLC
169,488$1.3M0.0%CoreLowAtlanta, GA2024-07-12
AE Wealth Management LLC
117,643$878.8K0.0%CoreMediumTopeka, KS2024-08-12
UBS Group AG
87,864$656.3K0.0%CoreMediumZurich, Switzerland2024-08-14
Osaic Holdings, Inc.
63,694$475.8K0.0%IndexLowScottsdale, AZ2024-08-13
Commonwealth Equity Services, LLC
52,358$3910.0%ETFLowWaltham, MA2024-07-31
Cetera Investment Advisers
35,616$266.1K0.0%IndexVery LowSchaumburg, IL2024-08-22
Rivernorth Capital Management, LLC
32,222$240.7K0.0%YieldHighWest Palm Beach, FL2024-08-14
Retirement Planning Co of New England, Inc.
30,101$224.9K0.1%CoreLowWarwick, RI2024-08-08
Moors & Cabot, Inc.
28,824$215.3K0.0%CoreLowBoston, MA2024-08-09
Royal Bank of Canada
27,578$206.0K0.0%CoreLowToronto, Australia2024-11-06
NWF Advisory Services Inc.
26,800$200.2K0.0%GARPLowLos Angeles, CA2025-10-06
Blue Bell Private Wealth Management, LLC
25,787$192.6K0.0%YieldVery LowBlue Bell, PA2024-08-05
Wedbush Securities Inc
22,960$1720.0%CoreLowPasadena, CA2024-08-07
International Assets Investment Management, LLC
21,100$157.6K0.0%CoreVery HighOrlando, FL2024-07-30
Wealth Enhancement Advisory Services, LLC
20,916$156.2K0.0%CoreLowPlymouth, MN2024-07-16
Keel Point, LLC
20,404$162.2K0.0%ETFLowHuntsville, AL2024-08-14
Sanctuary Advisors, LLC
20,178$147.5K0.0%CoreLowIndianapolis, IN2024-09-05
Landscape Capital Management, L.L.C.
19,890$148.6K0.0%ValueVery HighEnglewood, NJ2024-08-12
Csenge Advisory Group
14,414$107.7K0.0%ETFMediumClearwater, FL2024-07-10
Wells Fargo & Company
13,790$103.0K0.0%CoreLowSan Francisco, CA2024-08-13
Wealth Alliance Advisory Group, LLC
13,000$97.1K0.0%CoreLowWichita, KS2024-07-30
Gilliland Jeter Wealth Management LLC
2,133$15.9K0.0%GrowthVery LowLittle Rock, AR2024-07-24
Allworth Financial LP
2,000$15.7K0.0%IndexLowFolsom, CA2024-07-24
Bank of America Corp
1,432$10.7K0.0%CoreLowCharlotte, NC2024-08-14
Sandy Spring Bank
870$6.5K0.0%N/AN/AOlney, MD2024-08-06
Principal Securities, Inc.
715$5.3K0.0%ETFLowDes Moines, IA2024-07-31
Legend Financial Advisors, Inc.
147$1.1K0.0%ETFLowPittsburgh, PA2024-07-26
PNC Financial Services Group, Inc.
83$6200.0%GrowthVery LowPittsburgh, PA2024-08-09
US Bancorp \de\
1$70.0%IndexLowMinneapolis, MN2024-08-07
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-07-23