Q4 2019 13F Holders as of 31 Dec 2019
-
Type / Class
-
Equity / FIRST TR BLOOMBE
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Number of holders
-
12
-
Total 13F shares, excl. options
-
194,751
-
Shares change
-
-14,325
-
Total reported value, excl. options
-
$4,859,000
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Value change
-
-$353,541
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Number of buys
-
2
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Number of sells
-
7
-
Price
-
$24.95
Institutional Holders of FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) as of Q4 2019
As of 31 Dec 2019 FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) had 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 194,751 shares of stock of the company.
Largest 10 holders included LPL Financial LLC, Ahrens Investment Partners LLC, LEVEL FOUR ADVISORY SERVICES, LLC, Strategic Wealth Advisors Group, LLC, Independent Advisor Alliance, LADENBURG THALMANN FINANCIAL SERVICES INC., SUSQUEHANNA INTERNATIONAL GROUP, LLP, Geneos Wealth Management Inc., VERUS CAPITAL PARTNERS, LLC, and Stonebridge Financial Planning Group, LLC.
This table shows 13 institutional shareholders of the security as of 31 Dec 2019.
| 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.