Q2 2020 13F Holders as of 30 Jun 2020
-
Type / Class
-
Equity / FIRST TR BLOOMBE
-
Total 13F shares
-
155,278
-
Share change
-
+9,290
-
Total reported value
-
$3,496,264
-
Price per share
-
$22.56
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Number of holders
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8
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Value change
-
+$210,255
-
Number of buys
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3
-
Number of sells
-
3
Institutional Holders of FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) as of Q2 2020
As of 30 Jun 2020 FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) had 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 155,278 shares of stock of the company.
Largest 8 holders included LPL Financial LLC, Ahrens Investment Partners LLC, LEVEL FOUR ADVISORY SERVICES, LLC, ADVISOR GROUP HOLDINGS, INC., American Portfolios Advisors, Geneos Wealth Management Inc., UBS Group AG, and Stonebridge Financial Planning Group, LLC.
This table shows 8 institutional shareholders of the security as of 30 Jun 2020.
| 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.