Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / FIRST TR BLOOMBE
-
Number of holders
-
20
-
Total 13F shares, excl. options
-
605,485
-
Shares change
-
+46,563
-
Total reported value, excl. options
-
$21,377,760
-
Value change
-
+$1,644,364
-
Number of buys
-
7
-
Number of sells
-
-8
-
Price
-
$35.29
Significant Holders of FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) as of Q4 2021
20 filings reported holding SHRY - FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE as of Q4 2021.
FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) has 20 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 605,485 shares
.
Largest 10 shareholders include FSB PREMIER WEALTH MANAGEMENT, INC. (213,808 shares), LPL Financial LLC (162,126 shares), SignalPoint Asset Management, LLC (84,461 shares), Ahrens Investment Partners LLC (29,890 shares), GOLDMAN SACHS GROUP INC (20,343 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (17,055 shares), Mariner, LLC (10,393 shares), ADVISOR GROUP HOLDINGS, INC. (10,073 shares), Integrated Wealth Concepts LLC (8,447 shares), and FLOW TRADERS U.S. LLC (7,941 shares).
This table shows the top 20 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.