Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
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Equity / First Trust Commercial Mortgage Opportunities ETF
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Shares outstanding
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500,112
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Total 13F shares
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743,085
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Share change
-
+25,726
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Total reported value
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$15,397,222
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Price per share
-
$20.72
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Number of holders
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9
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Value change
-
+$533,397
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Number of buys
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4
-
Number of sells
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3
Institutional Holders of First Trust Exchange-Traded Fund IV - First Trust Commercial Mortgage Opportunities ETF (CAAA) as of Q3 2024
As of 30 Sep 2024 First Trust Exchange-Traded Fund IV - First Trust Commercial Mortgage Opportunities ETF (CAAA) had 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 743,085 shares of stock of the company.
Largest 9 holders included GOLDMAN SACHS GROUP INC, BANK OF AMERICA CORP /DE/, JPMORGAN CHASE & CO, Royal Bank of Canada, MIZUHO SECURITIES USA LLC, INSPIRION WEALTH ADVISORS, LLC, FLOW TRADERS U.S. LLC, Belpointe Asset Management LLC, and VitalStone Financial, LLC.
This table shows 9 institutional shareholders of the security as of 30 Sep 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.