Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / FIRST TR BLOOMBE
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Number of holders
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15
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Total 13F shares, excl. options
-
213,915
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Shares change
-
+4,117
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Total reported value, excl. options
-
$9,180,415
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Value change
-
+$177,834
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Number of buys
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3
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Number of sells
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-6
-
Price
-
$42.92
Significant Holders of FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) as of Q3 2025
17 filings reported holding SHRY - FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE as of Q3 2025.
FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) has 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 213,915 shares
.
Largest 10 shareholders include LPL Financial LLC (76,250 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (37,934 shares), MANCHESTER FINANCIAL INC (33,008 shares), FSB PREMIER WEALTH MANAGEMENT, INC. (21,558 shares), GOLDMAN SACHS GROUP INC (20,343 shares), SILVER OAK SECURITIES, INCORPORATED (7,998 shares), Mariner, LLC (7,448 shares), Allworth Financial LP (5,584 shares), PRIVATE TRUST CO NA (1,017 shares), and NBC SECURITIES, INC. (928 shares).
This table shows the top 15 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.