Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / ALERIAN DISRUPT
-
Number of holders
-
20
-
Total 13F shares, excl. options
-
293K
-
Shares change
-
+25.3K
-
Total reported value, excl. options
-
$11.8M
-
Value change
-
+$1.03M
-
Number of buys
-
7
-
Number of sells
-
-11
-
Price
-
$40.18
Significant Holders of FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT (DTRE) as of Q1 2023
23 filings reported holding DTRE - FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT as of Q1 2023.
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 293K shares
.
Largest 10 shareholders include AMERIPRISE FINANCIAL INC (79.1K shares), JANE STREET GROUP, LLC (65K shares), TAP Consulting, LLC (39.7K shares), BANK OF AMERICA CORP /DE/ (20.4K shares), STIFEL FINANCIAL CORP (11.8K shares), LPL Financial LLC (11.5K shares), Raymond James Financial Services Advisors, Inc. (11.5K shares), BANK OF MONTREAL /CAN/ (7.59K shares), CITADEL ADVISORS LLC (7.58K shares), and Royal Bank of Canada (7.44K 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.