Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / COM SHS
-
Number of holders
-
70
-
Total 13F shares, excl. options
-
792,176
-
Shares change
-
-25,009
-
Total reported value, excl. options
-
$109,453,586
-
Value change
-
-$3,301,267
-
Number of buys
-
28
-
Number of sells
-
-22
-
Price
-
$138.21
Significant Holders of FIRST TR EXCHANGE-TRADED ALP - COM SHS (FAD) as of Q4 2024
73 filings reported holding FAD - FIRST TR EXCHANGE-TRADED ALP - COM SHS as of Q4 2024.
FIRST TR EXCHANGE-TRADED ALP - COM SHS (FAD) has 70 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 792,176 shares
.
Largest 10 shareholders include MORGAN STANLEY (96,541 shares), LPL Financial LLC (88,960 shares), RAYMOND JAMES FINANCIAL INC (81,826 shares), COMMONWEALTH EQUITY SERVICES, LLC (62,961 shares), GOLDMAN SACHS GROUP INC (50,000 shares), Plotkin Financial Advisors, LLC (45,925 shares), TRUIST FINANCIAL CORP (38,942 shares), BANK OF AMERICA CORP /DE/ (28,635 shares), WELLS FARGO & COMPANY/MN (25,727 shares), and Royal Bank of Canada (24,177 shares).
This table shows the top 70 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.