Q2 2014 13F Holders as of 30 Jun 2014
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Type / Class
-
Equity / MULTI ASSET DI
-
Number of holders
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54
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Total 13F shares, excl. options
-
6,361,971
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Shares change
-
+789,830
-
Total reported value, excl. options
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$142,352,319
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Value change
-
+$17,688,594
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Number of buys
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42
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Number of sells
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-7
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Price
-
$22.38
Significant Holders of FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI (MDIV) as of Q2 2014
55 filings reported holding MDIV - FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI as of Q2 2014.
FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI (MDIV) has 54 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,361,971 shares
.
Largest 10 shareholders include MORGAN STANLEY (1,639,383 shares), UBS AG (891,334 shares), WELLS FARGO & COMPANY/MN (842,460 shares), LPL Financial LLC (700,152 shares), BANK OF AMERICA CORP /DE/ (436,511 shares), Strategic Capital Group LLC (239,128 shares), RAYMOND JAMES & ASSOCIATES (135,183 shares), TRUSTMARK NATIONAL BANK TRUST DEPARTMENT (107,208 shares), STIFEL FINANCIAL CORP (105,686 shares), and Cambridge Investment Research Advisors, Inc. (92,673 shares).
This table shows the top 54 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.