Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / Exchange Traded Securities
-
Total 13F shares
-
5,798,130
-
Share change
-
-567,612
-
Total reported value
-
$190,538,492
-
Price per share
-
$32.60
-
Number of holders
-
66
-
Value change
-
-$16,779,214
-
Number of buys
-
26
-
Number of sells
-
33
Institutional Holders of FIRST TRUST EXCHANGE TRADED FUND - Exchange Traded Securities (EDOW) as of Q4 2023
As of 31 Dec 2023,
FIRST TRUST EXCHANGE TRADED FUND - Exchange Traded Securities (EDOW) was held by
66 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,798,130 shares.
The largest 10 holders included
MORGAN STANLEY, LPL Financial LLC, NewEdge Advisors, LLC, Gratus Wealth Advisors, LLC, Kestra Advisory Services, LLC, Vestmark Advisory Solutions, Inc., AE Wealth Management LLC, POM Investment Strategies, LLC, Regal Investment Advisors LLC, and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
66
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.