Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / MID CAP VAL FD
-
Number of holders
-
61
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Total 13F shares, excl. options
-
2,824,047
-
Shares change
-
+22,335
-
Total reported value, excl. options
-
$151,124,107
-
Value change
-
+$1,172,716
-
Number of buys
-
25
-
Number of sells
-
20
-
Price
-
$53.51
Institutional Holders of FIRST TR EXCHANGE-TRADED ALP - MID CAP VAL FD (FNK) as of Q4 2024
As of 31 Dec 2024 FIRST TR EXCHANGE-TRADED ALP - MID CAP VAL FD (FNK) had 61 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,824,047 shares of stock of the company.
Largest 10 holders included TOTAL INVESTMENT MANAGEMENT INC, LPL Financial LLC, WELLS FARGO & COMPANY/MN, MORGAN STANLEY, UBS Group AG, Gladstone Institutional Advisory LLC, RAYMOND JAMES FINANCIAL INC, Janney Montgomery Scott LLC, STIFEL FINANCIAL CORP, and COMMONWEALTH EQUITY SERVICES, LLC.
This table shows 61 institutional shareholders of the security as of 31 Dec 2024.
| 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.