Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / Exchange Traded Securities
-
Total 13F shares
-
4,032,144
-
Share change
-
-576,026
-
Total reported value
-
$145,026,372
-
Price per share
-
$35.97
-
Number of holders
-
63
-
Value change
-
-$20,123,831
-
Number of buys
-
32
-
Number of sells
-
29
Institutional Holders of FIRST TRUST EXCHANGE TRADED FUND - Exchange Traded Securities (EDOW) as of Q3 2024
As of 30 Sep 2024,
FIRST TRUST EXCHANGE TRADED FUND - Exchange Traded Securities (EDOW) was held by
63 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,032,144 shares.
The largest 10 holders included
LPL Financial LLC, MORGAN STANLEY, Vestmark Advisory Solutions, Inc., POM Investment Strategies, LLC, COMMONWEALTH EQUITY SERVICES, LLC, NewEdge Advisors, LLC, Ignite Planners, LLC, Raymond James Financial Services Advisors, Inc., Gratus Wealth Advisors, LLC, and Wealthcare Advisory Partners LLC.
This page lists
63
institutional shareholders reporting positions in this security
for the Q3 2024 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.