Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / FIRST TR BLOOMBE
-
Total 13F shares
-
213,915
-
Share change
-
+4,117
-
Total reported value
-
$9,180,415
-
Price per share
-
$42.92
-
Number of holders
-
15
-
Value change
-
+$177,834
-
Number of buys
-
3
-
Number of sells
-
6
Institutional Holders of FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) as of Q3 2025
As of 30 Sep 2025,
FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
213,915 shares.
The largest 10 holders included
LPL Financial LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, MANCHESTER FINANCIAL INC, FSB PREMIER WEALTH MANAGEMENT, INC., GOLDMAN SACHS GROUP INC, SILVER OAK SECURITIES, INCORPORATED, Mariner, LLC, Allworth Financial LP, PRIVATE TRUST CO NA, and NBC SECURITIES, INC..
This page lists
15
institutional shareholders reporting positions in this security
for the Q3 2025 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.