Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / MULTI ASSET DI
-
Number of holders
-
92
-
Total 13F shares, excl. options
-
9,333,844
-
Shares change
-
-24,990
-
Total reported value, excl. options
-
$153,066,711
-
Value change
-
-$446,296
-
Number of buys
-
37
-
Number of sells
-
-38
-
Price
-
$16.4
Significant Holders of FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI (MDIV) as of Q3 2021
96 filings reported holding MDIV - FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI as of Q3 2021.
FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI (MDIV) has 92 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9,333,844 shares
.
Largest 10 shareholders include TRUSTMARK NATIONAL BANK TRUST DEPARTMENT (1,166,987 shares), Flaharty Asset Management, LLC (1,048,282 shares), LPL Financial LLC (934,874 shares), WELLS FARGO & COMPANY/MN (695,663 shares), MORGAN STANLEY (575,844 shares), BANK OF AMERICA CORP /DE/ (470,765 shares), AMERIPRISE FINANCIAL INC (360,349 shares), ROYAL BANK OF CANADA (315,589 shares), ADVISOR GROUP HOLDINGS, INC. (305,301 shares), and UBS Group AG (250,667 shares).
This table shows the top 92 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.