Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / COM
-
Total 13F shares
-
3,212,812
-
Share change
-
-215,551
-
Total reported value
-
$79,133,251
-
Price per share
-
$24.61
-
Number of holders
-
55
-
Value change
-
-$5,268,006
-
Number of buys
-
16
-
Number of sells
-
38
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - COM (FRI) as of Q2 2023
As of 30 Jun 2023,
FIRST TR EXCHANGE-TRADED FD - COM (FRI) was held by
55 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,212,812 shares.
The largest 10 holders included
LPL Financial LLC, MORGAN STANLEY, Aft, Forsyth & Sober, LLC, UBS Group AG, WELLS FARGO & COMPANY/MN, Chicago Partners Investment Group LLC, Vestmark Advisory Solutions, Inc., FISCHER INVESTMENT STRATEGIES, LLC, ENVESTNET ASSET MANAGEMENT INC, and Royal Bank of Canada.
This page lists
55
institutional shareholders reporting positions in this security
for the Q2 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.