Q3 2019 13F Holders as of 9/30/2019
-
Type / Class
-
Equity / ALERIAN DISRUPT
-
Number of holders
-
27
-
Total 13F shares, excl. options
-
501K
-
Shares change
-
+65.5K
-
Total reported value, excl. options
-
$24.9M
-
Value change
-
+$3.33M
-
Number of buys
-
18
-
Number of sells
-
-10
-
Price
-
$49.56
Significant Holders of FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT (DTRE) as of Q3 2019
32 filings reported holding DTRE - FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT as of Q3 2019.
FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT (DTRE) has 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 501K shares
.
Largest 10 shareholders include MORGAN STANLEY (209K shares), BANK OF AMERICA CORP /DE/ (60.9K shares), AMERIPRISE FINANCIAL INC (51.2K shares), UBS Group AG (30.1K shares), Raymond James Financial Services Advisors, Inc. (19.1K shares), LPL Financial LLC (16.5K shares), WELLS FARGO & COMPANY/MN (13.7K shares), STIFEL FINANCIAL CORP (13.5K shares), BB&T SECURITIES, LLC (12.3K shares), and ROYAL BANK OF CANADA (12.3K shares).
This table shows the top 27 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.