Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / FIRST TR BLOOMBE
-
Number of holders
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16
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Total 13F shares, excl. options
-
558,922
-
Shares change
-
+47,984
-
Total reported value, excl. options
-
$17,839,144
-
Value change
-
+$1,525,602
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Number of buys
-
7
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Number of sells
-
-8
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Price
-
$31.92
Significant Holders of FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) as of Q3 2021
19 filings reported holding SHRY - FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE as of Q3 2021.
FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) has 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 558,922 shares
.
Largest 10 shareholders include FSB PREMIER WEALTH MANAGEMENT, INC. (224,887 shares), LPL Financial LLC (141,596 shares), SignalPoint Asset Management, LLC (78,794 shares), Ahrens Investment Partners LLC (30,393 shares), GOLDMAN SACHS GROUP INC (20,343 shares), ADVISOR GROUP HOLDINGS, INC. (11,610 shares), FLOW TRADERS U.S. LLC (10,379 shares), IFG Advisory, LLC (8,738 shares), Integrated Wealth Concepts LLC (8,036 shares), and Moloney Securities Asset Management, LLC (7,517 shares).
This table shows the top 16 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.