Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / COM
-
Total 13F shares
-
2,998,164
-
Share change
-
-48,954
-
Total reported value
-
$77,716,691
-
Price per share
-
$25.99
-
Number of holders
-
62
-
Value change
-
-$1,288,052
-
Number of buys
-
29
-
Number of sells
-
31
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - COM (FRI) as of Q1 2024
As of 31 Mar 2024,
FIRST TR EXCHANGE-TRADED FD - COM (FRI) was held by
62 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,998,164 shares.
The largest 10 holders included
MORGAN STANLEY, LPL Financial LLC, UBS Group AG, Aft, Forsyth & Sober, LLC, Chicago Partners Investment Group LLC, WELLS FARGO & COMPANY/MN, Vestmark Advisory Solutions, Inc., STIFEL FINANCIAL CORP, ENVESTNET ASSET MANAGEMENT INC, and Baird Financial Group, Inc..
This page lists
62
institutional shareholders reporting positions in this security
for the Q1 2024 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.