Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / ALERIAN DISRUPT
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Number of holders
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16
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Total 13F shares, excl. options
-
188K
-
Shares change
-
-47.4K
-
Total reported value, excl. options
-
$7.13M
-
Value change
-
-$1.88M
-
Number of buys
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9
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Number of sells
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-10
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Price
-
$38.00
Significant Holders of FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT (DTRE) as of Q3 2023
21 filings reported holding DTRE - FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT as of Q3 2023.
FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT (DTRE) has 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 188K shares
.
Largest 10 shareholders include TAP Consulting, LLC (40.7K shares), AMERIPRISE FINANCIAL INC (38K shares), CITADEL ADVISORS LLC (32.5K shares), BANK OF AMERICA CORP /DE/ (24K shares), Raymond James Financial Services Advisors, Inc. (10.7K shares), JANE STREET GROUP, LLC (10.4K shares), LPL Financial LLC (9.35K shares), MORGAN STANLEY (7.76K shares), Royal Bank of Canada (5.39K shares), and Global Retirement Partners, LLC (2.51K shares).
This table shows the top 16 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.