Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / COM SHS
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Number of holders
-
201
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Total 13F shares, excl. options
-
10.7M
-
Shares change
-
-352K
-
Total reported value, excl. options
-
$844M
-
Value change
-
-$27.6M
-
Number of buys
-
68
-
Number of sells
-
-100
-
Price
-
$79.13
Significant Holders of FIRST TR EXCHANGE-TRADED ALP - COM SHS (FTA) as of Q3 2024
209 filings reported holding FTA - FIRST TR EXCHANGE-TRADED ALP - COM SHS as of Q3 2024.
FIRST TR EXCHANGE-TRADED ALP - COM SHS (FTA) has 201 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10.7M shares
.
Largest 10 shareholders include MORGAN STANLEY (2.06M shares), UBS Group AG (878K shares), LPL Financial LLC (797K shares), ENVESTNET ASSET MANAGEMENT INC (545K shares), Kaydan Wealth Management, Inc. (374K shares), BANK OF AMERICA CORP /DE/ (297K shares), Cetera Investment Advisers (291K shares), Royal Bank of Canada (278K shares), Kingsview Wealth Management, LLC (245K shares), and WELLS FARGO & COMPANY/MN (235K shares).
This table shows the top 201 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.