Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / FIRST TR BLOOMBE
-
Total 13F shares
-
295,263
-
Share change
-
-11,669
-
Total reported value
-
$9,561,725
-
Price per share
-
$32.40
-
Number of holders
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17
-
Value change
-
-$335,640
-
Number of buys
-
6
-
Number of sells
-
12
Institutional Holders of FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) as of Q2 2023
As of 30 Jun 2023 FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) had 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 295,263 shares of stock of the company.
Largest 10 holders included LPL Financial LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, SILVER OAK SECURITIES, INCORPORATED, FSB PREMIER WEALTH MANAGEMENT, INC., MANCHESTER FINANCIAL INC, GOLDMAN SACHS GROUP INC, Mariner, LLC, Clarus Wealth Advisors, OSAIC HOLDINGS, INC., and NewEdge Advisors, LLC.
This table shows 17 institutional shareholders of the security as of 30 Jun 2023.
| 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.