Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / FIRST TR BLOOMBE
-
Number of holders
-
10
-
Total 13F shares, excl. options
-
148,233
-
Shares change
-
-47,756
-
Total reported value, excl. options
-
$2,796,087
-
Value change
-
-$1,255,272
-
Number of buys
-
5
-
Number of sells
-
-5
-
Price
-
$18.84
Significant Holders of FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) as of Q1 2020
13 filings reported holding SHRY - FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE as of Q1 2020.
FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 148,233 shares
.
Largest 10 shareholders include LPL Financial LLC (61,734 shares), LEVEL FOUR ADVISORY SERVICES, LLC (30,980 shares), Ahrens Investment Partners LLC (30,693 shares), Advisor Group Holdings, Inc. (14,260 shares), American Portfolios Advisors (4,039 shares), Geneos Wealth Management Inc. (3,500 shares), VERUS CAPITAL PARTNERS, LLC (2,245 shares), UBS Group AG (382 shares), Stonebridge Financial Planning Group, LLC (300 shares), and CITIGROUP INC (100 shares).
This table shows the top 10 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.