Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / COMMON SHS
-
Number of holders
-
69
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Total 13F shares, excl. options
-
7.97M
-
Shares change
-
+432K
-
Total reported value, excl. options
-
$90.5M
-
Value change
-
+$4.72M
-
Number of buys
-
31
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Number of sells
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-26
-
Price
-
$11.35
Significant Holders of FIRST TR EXCHANGE-TRADED FD - COMMON SHS (FDD) as of Q2 2023
77 filings reported holding FDD - FIRST TR EXCHANGE-TRADED FD - COMMON SHS as of Q2 2023.
FIRST TR EXCHANGE-TRADED FD - COMMON SHS (FDD) has 69 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.97M shares
.
Largest 10 shareholders include MORGAN STANLEY (1.76M shares), UBS Group AG (915K shares), Sterling Manor Financial, LLC (791K shares), AMERIPRISE FINANCIAL INC (513K shares), LPL Financial LLC (396K shares), Intellectus Partners, LLC (365K shares), WELLS FARGO & COMPANY/MN (313K shares), BANK OF AMERICA CORP /DE/ (283K shares), Janney Montgomery Scott LLC (267K shares), and Raymond James Financial Services Advisors, Inc. (223K shares).
This table shows the top 69 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.