Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / FIRST TR BLOOMBE
-
Total 13F shares
-
295,245
-
Share change
-
-69,479
-
Total reported value
-
$11,195,468
-
Price per share
-
$37.89
-
Number of holders
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18
-
Value change
-
-$2,632,978
-
Number of buys
-
3
-
Number of sells
-
7
Institutional Holders of FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) as of Q2 2024
As of 30 Jun 2024 FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) had 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 295,245 shares of stock of the company.
Largest 10 holders included MANCHESTER FINANCIAL INC, LPL Financial LLC, CITADEL ADVISORS LLC, FSB PREMIER WEALTH MANAGEMENT, INC., GOLDMAN SACHS GROUP INC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Mariner, LLC, SILVER OAK SECURITIES, Inc, NewEdge Advisors, LLC, and Clarus Wealth Advisors.
This table shows 18 institutional shareholders of the security as of 30 Jun 2024.
| 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.