Q1 2014 13F Holders as of 3/31/2014
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Type / Class
-
Equity / ALERIAN DISRUPT
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Number of holders
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23
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Total 13F shares, excl. options
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784K
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Shares change
-
-105K
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Total reported value, excl. options
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$31.9M
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Value change
-
-$4.14M
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Number of buys
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10
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Number of sells
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-10
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Price
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$40.71
Significant Holders of FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT (DTRE) as of Q1 2014
27 filings reported holding DTRE - FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT as of Q1 2014.
FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT (DTRE) has 23 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 784K shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (155K shares), ROYAL BANK OF CANADA (144K shares), MORGAN STANLEY (138K shares), Janney Capital Management LLC (72.9K shares), WELLS FARGO & COMPANY/MN (52.8K shares), Janney Montgomery Scott LLC (45.1K shares), JPMORGAN CHASE & CO (41.1K shares), LPL Financial LLC (40.7K shares), UBS AG (28K shares), and VSR Financial Services, Inc. (16.5K shares).
This table shows the top 23 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.