Q4 2020 13F Holders as of 12/31/2020
-
Type / Class
-
Equity / MULTI ASSET DI
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Number of holders
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86
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Total 13F shares, excl. options
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9.22M
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Shares change
-
-985K
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Total reported value, excl. options
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$139M
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Value change
-
-$14.6M
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Number of buys
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28
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Number of sells
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-54
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Price
-
$15.03
Significant Holders of FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI (MDIV) as of Q4 2020
99 filings reported holding MDIV - FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI as of Q4 2020.
FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI (MDIV) has 86 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9.22M shares
.
Largest 10 shareholders include TRUSTMARK NATIONAL BANK TRUST DEPARTMENT (1.47M shares), MORGAN STANLEY (945K shares), LPL Financial LLC (776K shares), Flaharty Asset Management, LLC (710K shares), WELLS FARGO & COMPANY/MN (533K shares), AMERIPRISE FINANCIAL INC (470K shares), ROYAL BANK OF CANADA (383K shares), Elevated Capital Advisors, LLC (351K shares), UBS Group AG (345K shares), and BANK OF AMERICA CORP /DE/ (334K shares).
This table shows the top 86 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.