Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / EIP POWER SOLUTI
-
Number of holders
-
14
-
Total 13F shares, excl. options
-
269,137
-
Shares change
-
+112,375
-
Total reported value, excl. options
-
$6,657,778
-
Value change
-
+$2,780,282
-
Number of buys
-
6
-
Number of sells
-
-5
-
Price
-
$24.72
Significant Holders of FIRST TR EXCHANGE-TRADED FD - EIP POWER SOLUTI (FPWR) as of Q2 2023
15 filings reported holding FPWR - FIRST TR EXCHANGE-TRADED FD - EIP POWER SOLUTI as of Q2 2023.
FIRST TR EXCHANGE-TRADED FD - EIP POWER SOLUTI (FPWR) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 269,137 shares
.
Largest 10 shareholders include JANE STREET GROUP, LLC (122,181 shares), Cetera Advisor Networks LLC (39,652 shares), OSAIC HOLDINGS, INC. (18,052 shares), BANK OF MONTREAL /CAN/ (17,063 shares), Cetera Advisors LLC (13,700 shares), Grant/GrossMendelsohn, LLC (13,560 shares), AE Wealth Management LLC (12,128 shares), Ameritas Investment Partners, Inc. (11,375 shares), UBS Group AG (7,609 shares), and Royal Bank of Canada (6,875 shares).
This table shows the top 14 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.