Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / First Trust Commercial Mortgage Opportunities ETF
-
Shares outstanding
-
500,112
-
Total 13F shares
-
729,210
-
Share change
-
-13,322
-
Total reported value
-
$14,715,293
-
Price per share
-
$20.18
-
Number of holders
-
11
-
Value change
-
-$277,221
-
Number of buys
-
5
-
Number of sells
-
4
Institutional Holders of First Trust Exchange-Traded Fund IV - First Trust Commercial Mortgage Opportunities ETF (CAAA) as of Q4 2024
As of 31 Dec 2024,
First Trust Exchange-Traded Fund IV - First Trust Commercial Mortgage Opportunities ETF (CAAA) was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
729,210 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, GOLDMAN SACHS GROUP INC, JPMORGAN CHASE & CO, Royal Bank of Canada, MIZUHO SECURITIES USA LLC, Platform Technology Partners, INSPIRION WEALTH ADVISORS, LLC, AVANTAX ADVISORY SERVICES, INC., Belpointe Asset Management LLC, and Geneos Wealth Management Inc..
This page lists
11
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| 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.