Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
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Equity / COM
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Number of holders
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61
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Total 13F shares, excl. options
-
2.99M
-
Shares change
-
-49.1K
-
Total reported value, excl. options
-
$77.6M
-
Value change
-
-$1.29M
-
Number of buys
-
28
-
Number of sells
-
-31
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Price
-
$25.99
Significant Holders of FIRST TR EXCHANGE-TRADED FD - COM (FRI) as of Q1 2024
69 filings reported holding FRI - FIRST TR EXCHANGE-TRADED FD - COM as of Q1 2024.
FIRST TR EXCHANGE-TRADED FD - COM (FRI) has 61 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.99M shares
.
Largest 10 shareholders include MORGAN STANLEY (754K shares), LPL Financial LLC (685K shares), UBS Group AG (241K shares), Aft, Forsyth & Sober, LLC (159K shares), Chicago Partners Investment Group LLC (117K shares), WELLS FARGO & COMPANY/MN (106K shares), Vestmark Advisory Solutions, Inc. (98.3K shares), STIFEL FINANCIAL CORP (80.4K shares), ENVESTNET ASSET MANAGEMENT INC (48K shares), and Baird Financial Group, Inc. (46K shares).
This table shows the top 61 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.