Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / INDXX NAT RE ETF
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Number of holders
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77
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Total 13F shares, excl. options
-
13.1M
-
Shares change
-
-2.5M
-
Total reported value, excl. options
-
$165M
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Value change
-
-$32.3M
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Number of buys
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36
-
Number of sells
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-46
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Price
-
$12.57
Significant Holders of FIRST TR EXCHANGE TRADED FD - INDXX NAT RE ETF (FTRI) as of Q2 2023
90 filings reported holding FTRI - FIRST TR EXCHANGE TRADED FD - INDXX NAT RE ETF as of Q2 2023.
FIRST TR EXCHANGE TRADED FD - INDXX NAT RE ETF (FTRI) has 77 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 13.1M shares
.
Largest 10 shareholders include LPL Financial LLC (2.71M shares), COMMONWEALTH EQUITY SERVICES, LLC (1.09M shares), Royal Bank of Canada (983K shares), MORGAN STANLEY (815K shares), Financial Partners Group, Inc (663K shares), Security National Bank (573K shares), Cambridge Investment Research Advisors, Inc. (548K shares), OSAIC HOLDINGS, INC. (410K shares), RAYMOND JAMES & ASSOCIATES (402K shares), and PCG Wealth Advisors, LLC (326K shares).
This table shows the top 77 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.