Q3 2020 13F Holders as of 30 Sep 2020
-
Type / Class
-
Equity / FIRST TR BLOOMBE
-
Number of holders
-
12
-
Total 13F shares, excl. options
-
232,060
-
Shares change
-
+76,782
-
Total reported value, excl. options
-
$5,543,278
-
Value change
-
+$1,834,886
-
Number of buys
-
5
-
Number of sells
-
-4
-
Price
-
$23.94
Significant Holders of FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) as of Q3 2020
12 filings reported holding SHRY - FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE as of Q3 2020.
FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) has 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 232,060 shares
.
Largest 10 shareholders include LPL Financial LLC (63,247 shares), SignalPoint Asset Management, LLC (32,925 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (32,302 shares), Ahrens Investment Partners LLC (30,693 shares), LEVEL FOUR ADVISORY SERVICES, LLC (27,610 shares), ADVISOR GROUP HOLDINGS, INC. (13,065 shares), American Portfolios Advisors (11,782 shares), IFG Advisory, LLC (9,054 shares), Financial Advocates Investment Management (8,546 shares), and Geneos Wealth Management Inc. (2,500 shares).
This table shows the top 12 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.