Q4 2022 13F Holders as of 12/31/2022
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Type / Class
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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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268K
-
Shares change
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+27.8K
-
Total reported value, excl. options
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$10.5M
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Value change
-
+$1.11M
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Number of buys
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9
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Number of sells
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-13
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Price
-
$39.00
Significant Holders of FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT (DTRE) as of Q4 2022
25 filings reported holding DTRE - FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT as of Q4 2022.
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 268K shares
.
Largest 10 shareholders include AMERIPRISE FINANCIAL INC (87.4K shares), JANE STREET GROUP, LLC (58.9K shares), BANK OF AMERICA CORP /DE/ (38.3K shares), LPL Financial LLC (11.6K shares), Raymond James Financial Services Advisors, Inc. (11.5K shares), STIFEL FINANCIAL CORP (11.5K shares), Royal Bank of Canada (8.61K shares), MORGAN STANLEY (7.81K shares), Janney Montgomery Scott LLC (6.76K shares), and CITADEL ADVISORS LLC (6.32K 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.