Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / MULTI ASSET DI
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Number of holders
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97
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Total 13F shares, excl. options
-
9.29M
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Shares change
-
-710K
-
Total reported value, excl. options
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$147M
-
Value change
-
-$11.1M
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Number of buys
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42
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Number of sells
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-45
-
Price
-
$15.79
Significant Holders of FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI (MDIV) as of Q1 2024
108 filings reported holding MDIV - FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI as of Q1 2024.
FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI (MDIV) has 97 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9.29M shares
.
Largest 10 shareholders include Flaharty Asset Management, LLC (1.33M shares), MORGAN STANLEY (1.24M shares), LPL Financial LLC (752K shares), AMERIPRISE FINANCIAL INC (609K shares), BANK OF AMERICA CORP /DE/ (456K shares), COMMONWEALTH EQUITY SERVICES, LLC (419K shares), Royal Bank of Canada (354K shares), WELLS FARGO & COMPANY/MN (340K shares), HARBOUR INVESTMENTS, INC. (271K shares), and Capital Investment Advisory Services, LLC (242K shares).
This table shows the top 97 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.