Q2 2025 13F Holders as of 30 Jun 2025
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Type / Class
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Equity / FIRST TR BLOOMBE
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Number of holders
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16
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Total 13F shares, excl. options
-
209,798
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Shares change
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-51,193
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Total reported value, excl. options
-
$8,906,779
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Value change
-
-$2,101,703
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Number of buys
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5
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Number of sells
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9
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Price
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$42.46
Institutional Holders of FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) as of Q2 2025
As of 30 Jun 2025 FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) had 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 209,798 shares of stock of the company.
Largest 10 holders included LPL Financial LLC, MANCHESTER FINANCIAL INC, FSB PREMIER WEALTH MANAGEMENT, INC., GOLDMAN SACHS GROUP INC, SILVER OAK SECURITIES, INCORPORATED, Mariner, LLC, Allworth Financial LP, Geneos Wealth Management Inc., RAYMOND JAMES FINANCIAL INC, and PRIVATE TRUST CO NA.
This table shows 16 institutional shareholders of the security as of 30 Jun 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.