Q1 2014 13F Holders as of 31 Mar 2014
-
Type / Class
-
Equity / SHS
-
Number of holders
-
68
-
Total 13F shares, excl. options
-
9,185,992
-
Shares change
-
-500,214
-
Total reported value, excl. options
-
$206,483,131
-
Value change
-
-$11,097,692
-
Number of buys
-
32
-
Number of sells
-
-31
-
Price
-
$22.51
Significant Holders of FIRST TR EXCHANGE-TRADED FD - SHS (FDL) as of Q1 2014
73 filings reported holding FDL - FIRST TR EXCHANGE-TRADED FD - SHS as of Q1 2014.
FIRST TR EXCHANGE-TRADED FD - SHS (FDL) has 68 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9,185,992 shares
.
Largest 10 shareholders include MORGAN STANLEY (2,022,359 shares), BEACON FINANCIAL GROUP (1,085,882 shares), BANK OF AMERICA CORP /DE/ (864,741 shares), WELLS FARGO & COMPANY/MN (733,967 shares), UBS AG (632,518 shares), LPL Financial LLC (569,747 shares), Commonwealth Equity Services, Inc (280,902 shares), Hanson McClain, Inc. (265,157 shares), AMERICAN INTERNATIONAL GROUP INC (221,348 shares), and SG Americas Securities, LLC (210,791 shares).
This table shows the top 68 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.