Q3 2024 13F Holders as of 9/30/2024
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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
-
132K
-
Shares change
-
+2.74K
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Total reported value, excl. options
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$5.85M
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Value change
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+$170K
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Number of buys
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8
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Number of sells
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-8
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Price
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$44.23
Significant Holders of FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT (DTRE) as of Q3 2024
19 filings reported holding DTRE - FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT as of Q3 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 132K shares
.
Largest 10 shareholders include TAP Consulting, LLC (37.3K shares), CITADEL ADVISORS LLC (27.9K shares), JANE STREET GROUP, LLC (16.1K shares), Virtu Financial LLC (11K shares), Raymond James Financial Services Advisors, Inc. (9.23K shares), MORGAN STANLEY (5.87K shares), LPL Financial LLC (5.77K shares), Mariner, LLC (4.84K shares), Janney Montgomery Scott LLC (4.58K shares), and AMERICAN NATIONAL BANK & TRUST (2.92K 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.