Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / FIRST TR BLOOMBE
-
Total 13F shares
-
260,741
-
Share change
-
-47,022
-
Total reported value
-
$10,563,915
-
Price per share
-
$40.56
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Number of holders
-
17
-
Value change
-
-$1,895,101
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Number of buys
-
6
-
Number of sells
-
8
Institutional Holders of FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) as of Q1 2025
As of 31 Mar 2025 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 260,741 shares of stock of the company.
Largest 10 holders included LPL Financial LLC, MANCHESTER FINANCIAL INC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, FSB PREMIER WEALTH MANAGEMENT, INC., GOLDMAN SACHS GROUP INC, SILVER OAK SECURITIES, INCORPORATED, Mariner, LLC, CITADEL ADVISORS LLC, Allworth Financial LP, and OSAIC HOLDINGS, INC..
This table shows 17 institutional shareholders of the security as of 31 Mar 2025.
| 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.