Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / NASDQ CLN EDGE
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Number of holders
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231
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Total 13F shares, excl. options
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6.81M
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Shares change
-
+2.21M
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Total reported value, excl. options
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$787M
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Value change
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+$256M
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Number of buys
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146
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Number of sells
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-52
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Price
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$115.58
Significant Holders of FIRST TR EXCHANGE TRADED FD - NASDQ CLN EDGE (GRID) as of Q2 2024
239 filings reported holding GRID - FIRST TR EXCHANGE TRADED FD - NASDQ CLN EDGE as of Q2 2024.
FIRST TR EXCHANGE TRADED FD - NASDQ CLN EDGE (GRID) has 231 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.81M shares
.
Largest 10 shareholders include ASSETMARK, INC (830K shares), MORGAN STANLEY (646K shares), BANK OF AMERICA CORP /DE/ (490K shares), LPL Financial LLC (420K shares), TRAPHAGEN INVESTMENT ADVISORS LLC (291K shares), WELLS FARGO & COMPANY/MN (286K shares), UBS Group AG (282K shares), Arlington Financial Advisors, LLC (214K shares), Gitterman Wealth Management, LLC (173K shares), and Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) (130K shares).
This table shows the top 231 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.