Q2 2014 13F Holders as of 6/30/2014
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Type / Class
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Equity / ALERIAN DISRUPT
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Number of holders
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26
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Total 13F shares, excl. options
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927K
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Shares change
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+143K
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Total reported value, excl. options
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$40.4M
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Value change
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+$6.22M
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Number of buys
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14
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Number of sells
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-2
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Price
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$43.52
Significant Holders of FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT (DTRE) as of Q2 2014
26 filings reported holding DTRE - FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT as of Q2 2014.
FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT (DTRE) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 927K shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (214K shares), ROYAL BANK OF CANADA (183K shares), MORGAN STANLEY (144K shares), Janney Capital Management LLC (73.2K shares), WELLS FARGO & COMPANY/MN (57.8K shares), JPMORGAN CHASE & CO (53.4K shares), Janney Montgomery Scott LLC (51.1K shares), LPL Financial LLC (45.4K shares), UBS AG (35.1K shares), and VSR Financial Services, Inc. (18.8K shares).
This table shows the top 26 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.