Q2 2023 13F Holders as of 6/30/2023
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Type / Class
-
Equity / MULTI ASSET DI
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Number of holders
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94
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Total 13F shares, excl. options
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9.61M
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Shares change
-
-331K
-
Total reported value, excl. options
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$140M
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Value change
-
-$4.83M
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Number of buys
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42
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Number of sells
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-42
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Price
-
$14.56
Significant Holders of FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI (MDIV) as of Q2 2023
107 filings reported holding MDIV - FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI as of Q2 2023.
FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI (MDIV) has 94 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9.61M shares
.
Largest 10 shareholders include Flaharty Asset Management, LLC (1.48M shares), MORGAN STANLEY (1.2M shares), LPL Financial LLC (995K shares), AMERIPRISE FINANCIAL INC (512K shares), BANK OF AMERICA CORP /DE/ (449K shares), WELLS FARGO & COMPANY/MN (355K shares), Royal Bank of Canada (293K shares), OSAIC HOLDINGS, INC. (255K shares), Capital Investment Advisory Services, LLC (252K shares), and COMMONWEALTH EQUITY SERVICES, LLC (250K shares).
This table shows the top 94 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.