Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / ALERIAN DISRUPT
-
Number of holders
-
20
-
Total 13F shares, excl. options
-
296,881
-
Shares change
-
+26,093
-
Total reported value, excl. options
-
$16,141,445
-
Value change
-
+$1,427,858
-
Number of buys
-
12
-
Number of sells
-
-9
-
Price
-
$54.38
Significant Holders of FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT (DTRE) as of Q4 2021
24 filings reported holding DTRE - FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT as of Q4 2021.
FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT (DTRE) has 20 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 296,881 shares
.
Largest 10 shareholders include AMERIPRISE FINANCIAL INC (87,533 shares), BANK OF AMERICA CORP /DE/ (52,802 shares), ENVESTNET ASSET MANAGEMENT INC (27,706 shares), TRUIST FINANCIAL CORP (22,557 shares), MORGAN STANLEY (17,038 shares), LPL Financial LLC (14,490 shares), STIFEL FINANCIAL CORP (13,204 shares), Kovack Advisors, Inc. (12,130 shares), JANE STREET GROUP, LLC (11,399 shares), and Raymond James Financial Services Advisors, Inc. (9,384 shares).
This table shows the top 20 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.