Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / COM SHS
-
Number of holders
-
140
-
Total 13F shares, excl. options
-
6.18M
-
Shares change
-
+135K
-
Total reported value, excl. options
-
$575M
-
Value change
-
+$12.8M
-
Number of buys
-
66
-
Number of sells
-
-58
-
Price
-
$93.24
Significant Holders of FIRST TR EXCHANGE-TRADED ALP - COM SHS (FYX) as of Q1 2024
154 filings reported holding FYX - FIRST TR EXCHANGE-TRADED ALP - COM SHS as of Q1 2024.
FIRST TR EXCHANGE-TRADED ALP - COM SHS (FYX) has 140 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.18M shares
.
Largest 10 shareholders include MORGAN STANLEY (702K shares), WELLS FARGO & COMPANY/MN (582K shares), LPL Financial LLC (537K shares), BANK OF AMERICA CORP /DE/ (453K shares), Royal Bank of Canada (385K shares), Janney Montgomery Scott LLC (288K shares), Hapanowicz & Associates Financial Services, Inc (234K shares), UBS Group AG (215K shares), RAYMOND JAMES & ASSOCIATES (207K shares), and Cetera Investment Advisers (200K shares).
This table shows the top 140 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.