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
-
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) was held by
17 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
295,263 shares.
The 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 page lists
17
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| 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.