Q1 2014 13F Holders as of 3/31/2014
-
Type / Class
-
Equity / MULTI ASSET DI
-
Number of holders
-
41
-
Total 13F shares, excl. options
-
5.54M
-
Shares change
-
+306K
-
Total reported value, excl. options
-
$119M
-
Value change
-
+$6.54M
-
Number of buys
-
26
-
Number of sells
-
-13
-
Price
-
$21.42
Significant Holders of FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI (MDIV) as of Q1 2014
43 filings reported holding MDIV - FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI as of Q1 2014.
FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI (MDIV) has 41 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.54M shares
.
Largest 10 shareholders include MORGAN STANLEY (1.58M shares), UBS AG (887K shares), WELLS FARGO & COMPANY/MN (777K shares), LPL Financial LLC (741K shares), BANK OF AMERICA CORP /DE/ (371K shares), RAYMOND JAMES & ASSOCIATES (133K shares), STIFEL FINANCIAL CORP (96K shares), ROYAL BANK OF CANADA (82K shares), Janney Montgomery Scott LLC (78.8K shares), and Cambridge Investment Research Advisors, Inc. (72.8K shares).
This table shows the top 41 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.