Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / ALERIAN DISRUPT
-
Total 13F shares
-
207,080
-
Share change
-
+19,098
-
Total reported value
-
$8,945,185
-
Price per share
-
$43.21
-
Number of holders
-
20
-
Value change
-
+$824,545
-
Number of buys
-
11
-
Number of sells
-
7
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT (DTRE) as of Q4 2023
As of 31 Dec 2023 FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT (DTRE) had 20 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 207,080 shares of stock of the company.
Largest 10 holders included CITADEL ADVISORS LLC, TAP Consulting, LLC, AMERIPRISE FINANCIAL INC, BANK OF AMERICA CORP /DE/, JANE STREET GROUP, LLC, Raymond James Financial Services Advisors, Inc., LPL Financial LLC, MORGAN STANLEY, Mariner, LLC, and Janney Montgomery Scott LLC.
This table shows 20 institutional shareholders of the security as of 31 Dec 2023.
| 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.