Q1 2014 13F Holders as of 3/31/2014
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Type / Class
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Equity / COM
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Number of holders
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40
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Total 13F shares, excl. options
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4.5M
-
Shares change
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-586K
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Total reported value, excl. options
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$86.3M
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Value change
-
-$10.3M
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Number of buys
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24
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Number of sells
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-17
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Price
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$19.17
Significant Holders of FIRST TR EXCHANGE-TRADED FD - COM (FRI) as of Q1 2014
48 filings reported holding FRI - FIRST TR EXCHANGE-TRADED FD - COM as of Q1 2014.
FIRST TR EXCHANGE-TRADED FD - COM (FRI) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.5M shares
.
Largest 10 shareholders include HAYS ADVISORY LLC (1.55M shares), MORGAN STANLEY (886K shares), FTB Advisors, Inc. (358K shares), BANK OF AMERICA CORP /DE/ (285K shares), WELLS FARGO & COMPANY/MN (277K shares), CREDIT SUISSE AG/ (267K shares), UBS AG (140K shares), GOLDMAN SACHS GROUP INC (125K shares), STEPHENS INC /AR/ (97.8K shares), and LPL Financial LLC (93.7K shares).
This table shows the top 40 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.