Q4 2023 13F Holders as of 12/31/2023
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Type / Class
-
Equity / FT VEST TEC
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Number of holders
-
8
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Total 13F shares, excl. options
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792K
-
Shares change
-
+315K
-
Total reported value, excl. options
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$14.7M
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Value change
-
+$6.61M
-
Number of buys
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8
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Number of sells
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-2
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Price
-
$21.27
Significant Holders of FIRST TR EXCHANGE-TRADED FD - FT VEST TEC (TDVI) as of Q4 2023
10 filings reported holding TDVI - FIRST TR EXCHANGE-TRADED FD - FT VEST TEC as of Q4 2023.
FIRST TR EXCHANGE-TRADED FD - FT VEST TEC (TDVI) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 792K shares
.
Largest 10 shareholders include Advisor OS, LLC (492K shares), ENVESTNET ASSET MANAGEMENT INC (104K shares), Kestra Advisory Services, LLC (82.8K shares), OLD MISSION CAPITAL LLC (50.8K shares), ROYAL BANK OF CANADA (41.6K shares), Foundations Investment Advisors, LLC (17.7K shares), Wagner Wealth Management, LLC (2.73K shares), HARBOUR INVESTMENTS, INC. (37 shares), UBS Group AG (0 shares), and Authentikos Wealth Advisory, LLC (0 shares).
This table shows the top 8 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.