Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / INDXX AEROSPACE
-
Number of holders
-
21
-
Total 13F shares, excl. options
-
1.37M
-
Shares change
-
-230K
-
Total reported value, excl. options
-
$34.9M
-
Value change
-
-$5.82M
-
Number of buys
-
10
-
Number of sells
-
-12
-
Price
-
$25.46
Significant Holders of FIRST TR EXCHANGE-TRADED FD - INDXX AEROSPACE (MISL) as of Q4 2023
23 filings reported holding MISL - FIRST TR EXCHANGE-TRADED FD - INDXX AEROSPACE as of Q4 2023.
FIRST TR EXCHANGE-TRADED FD - INDXX AEROSPACE (MISL) has 21 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.37M shares
.
Largest 10 shareholders include D.A. DAVIDSON & CO. (333K shares), Key Client Fiduciary Advisors, LLC (322K shares), AE Wealth Management LLC (171K shares), OSAIC HOLDINGS, INC. (124K shares), Mutual Advisors, LLC (86.1K shares), Cambridge Investment Research Advisors, Inc. (58.6K shares), LPL Financial LLC (52.5K shares), Triumph Capital Management (41.5K shares), Jaffetilchin Investment Partners, LLC (40.6K shares), and OLD MISSION CAPITAL LLC (23.8K shares).
This table shows the top 21 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.