Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / COM SHS
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Number of holders
-
75
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Total 13F shares, excl. options
-
1,208,176
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Shares change
-
+285,584
-
Total reported value, excl. options
-
$177,401,000
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Value change
-
+$42,010,788
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Number of buys
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37
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Number of sells
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26
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Price
-
$146.82
Institutional Holders of FIRST TR EXCHANGE-TRADED ALP - COM SHS (FAD) as of Q2 2025
As of 30 Jun 2025 FIRST TR EXCHANGE-TRADED ALP - COM SHS (FAD) had 75 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,208,176 shares of stock of the company.
Largest 10 holders included MORGAN STANLEY, RAYMOND JAMES FINANCIAL INC, WELLS FARGO & COMPANY/MN, LPL Financial LLC, COMMONWEALTH EQUITY SERVICES, LLC, GOLDMAN SACHS GROUP INC, TRUIST FINANCIAL CORP, Plotkin Financial Advisors, LLC, RPg Family Wealth Advisory, LLC, and BANK OF AMERICA CORP /DE/.
This table shows 76 institutional shareholders of the security as of 30 Jun 2025.
| 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.