Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / COM SHS
-
Total 13F shares
-
803,612
-
Share change
-
-83,528
-
Total reported value
-
$90,208,629
-
Price per share
-
$112.26
-
Number of holders
-
55
-
Value change
-
-$8,620,582
-
Number of buys
-
20
-
Number of sells
-
32
Institutional Holders of FIRST TR EXCHANGE-TRADED ALP - COM SHS (FAD) as of Q4 2023
As of 31 Dec 2023,
FIRST TR EXCHANGE-TRADED ALP - COM SHS (FAD) was held by
55 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
803,612 shares.
The largest 10 holders included
Raymond James Financial Services Advisors, Inc., COMMONWEALTH EQUITY SERVICES, LLC, LPL Financial LLC, MORGAN STANLEY, GOLDMAN SACHS GROUP INC, Plotkin Financial Advisors, LLC, TRUIST FINANCIAL CORP, ROYAL BANK OF CANADA, BANK OF AMERICA CORP /DE/, and Kowal Investment Group, LLC.
This page lists
55
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.