Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / MULTI ASSET DI
-
Number of holders
-
86
-
Total 13F shares, excl. options
-
9,124,214
-
Shares change
-
+691,596
-
Total reported value, excl. options
-
$154,733,537
-
Value change
-
+$11,783,453
-
Number of buys
-
36
-
Number of sells
-
-37
-
Price
-
$16.96
Significant Holders of FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI (MDIV) as of Q2 2021
92 filings reported holding MDIV - FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI as of Q2 2021.
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 9,124,214 shares
.
Largest 10 shareholders include TRUSTMARK NATIONAL BANK TRUST DEPARTMENT (1,201,940 shares), Flaharty Asset Management, LLC (962,787 shares), LPL Financial LLC (956,171 shares), WELLS FARGO & COMPANY/MN (699,646 shares), MORGAN STANLEY (604,018 shares), BANK OF AMERICA CORP /DE/ (434,726 shares), AMERIPRISE FINANCIAL INC (337,909 shares), ROYAL BANK OF CANADA (333,875 shares), OSAIC HOLDINGS, INC. (320,482 shares), and UBS Group AG (262,808 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.