Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / COM SHS
-
Number of holders
-
180
-
Total 13F shares, excl. options
-
12.4M
-
Shares change
-
-611K
-
Total reported value, excl. options
-
$801M
-
Value change
-
-$39.8M
-
Number of buys
-
69
-
Number of sells
-
-93
-
Price
-
$64.78
Significant Holders of FIRST TR EXCHANGE-TRADED ALP - COM SHS (FTA) as of Q3 2023
198 filings reported holding FTA - FIRST TR EXCHANGE-TRADED ALP - COM SHS as of Q3 2023.
FIRST TR EXCHANGE-TRADED ALP - COM SHS (FTA) has 180 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12.4M shares
.
Largest 10 shareholders include MORGAN STANLEY (2.59M shares), UBS Group AG (995K shares), LPL Financial LLC (947K shares), ENVESTNET ASSET MANAGEMENT INC (730K shares), OSAIC HOLDINGS, INC. (471K shares), BANK OF AMERICA CORP /DE/ (380K shares), WELLS FARGO & COMPANY/MN (348K shares), Raymond James Financial Services Advisors, Inc. (297K shares), Royal Bank of Canada (294K shares), and Midwest Heritage Bank, FSB (259K shares).
This table shows the top 180 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.