Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / ALERIAN DISRUPT
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Number of holders
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17
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Total 13F shares, excl. options
-
130K
-
Shares change
-
+17.9K
-
Total reported value, excl. options
-
$4.96M
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Value change
-
+$665K
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Number of buys
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7
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Number of sells
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-10
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Price
-
$38.29
Significant Holders of FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT (DTRE) as of Q2 2024
20 filings reported holding DTRE - FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT as of Q2 2024.
FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT (DTRE) has 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 130K shares
.
Largest 10 shareholders include TAP Consulting, LLC (36K shares), CITADEL ADVISORS LLC (21K shares), JANE STREET GROUP, LLC (20K shares), Raymond James Financial Services Advisors, Inc. (10.6K shares), Virtu Financial LLC (10.5K shares), AMERIPRISE FINANCIAL INC (8.28K shares), MORGAN STANLEY (5.96K shares), LPL Financial LLC (5.53K shares), AMERICAN NATIONAL BANK (2.98K shares), and Global Retirement Partners, LLC (2.82K shares).
This table shows the top 17 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.