Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
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Equity / COM
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Number of holders
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67
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Total 13F shares, excl. options
-
4.38M
-
Shares change
-
-468K
-
Total reported value, excl. options
-
$122M
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Value change
-
-$11.5M
-
Number of buys
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23
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Number of sells
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-40
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Price
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$27.51
Significant Holders of FIRST TR EXCHANGE-TRADED FD - COM (FRI) as of Q1 2025
77 filings reported holding FRI - FIRST TR EXCHANGE-TRADED FD - COM as of Q1 2025.
FIRST TR EXCHANGE-TRADED FD - COM (FRI) has 67 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.38M shares
.
Largest 10 shareholders include LPL Financial LLC (850K shares), MORGAN STANLEY (726K shares), Cetera Investment Advisers (524K shares), Aft, Forsyth & Sober, LLC (488K shares), TCP Asset Management, LLC (301K shares), WELLS FARGO & COMPANY/MN (165K shares), OSAIC HOLDINGS, INC. (154K shares), BENJAMIN EDWARDS INC (135K shares), UBS Group AG (133K shares), and Chicago Partners Investment Group LLC (90.6K shares).
This table shows the top 67 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.