Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / NASDQ CLN EDGE
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Number of holders
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178
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Total 13F shares, excl. options
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3.95M
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Shares change
-
-2.32M
-
Total reported value, excl. options
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$413M
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Value change
-
-$237M
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Number of buys
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58
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Number of sells
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-113
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Price
-
$104.71
Significant Holders of FIRST TR EXCHANGE TRADED FD - NASDQ CLN EDGE (GRID) as of Q4 2023
215 filings reported holding GRID - FIRST TR EXCHANGE TRADED FD - NASDQ CLN EDGE as of Q4 2023.
FIRST TR EXCHANGE TRADED FD - NASDQ CLN EDGE (GRID) has 178 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.95M shares
.
Largest 10 shareholders include MORGAN STANLEY (451K shares), BANK OF AMERICA CORP /DE/ (370K shares), LPL Financial LLC (322K shares), UBS Group AG (225K shares), WELLS FARGO & COMPANY/MN (192K shares), COMMONWEALTH EQUITY SERVICES, LLC (131K shares), OSAIC HOLDINGS, INC. (128K shares), Kestra Advisory Services, LLC (107K shares), Private Advisor Group, LLC (97.8K shares), and ENVESTNET ASSET MANAGEMENT INC (95.8K shares).
This table shows the top 178 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.