Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / NASDQ OIL GAS
-
Number of holders
-
102
-
Total 13F shares, excl. options
-
5,175,427
-
Shares change
-
-728,116
-
Total reported value, excl. options
-
$146,437,166
-
Value change
-
-$20,706,935
-
Number of buys
-
48
-
Number of sells
-
-48
-
Price
-
$28.30
Significant Holders of FIRST TR EXCHANGE TRADED FD - NASDQ OIL GAS (FTXN) as of Q4 2023
116 filings reported holding FTXN - FIRST TR EXCHANGE TRADED FD - NASDQ OIL GAS as of Q4 2023.
FIRST TR EXCHANGE TRADED FD - NASDQ OIL GAS (FTXN) has 102 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,175,427 shares
.
Largest 10 shareholders include MORGAN STANLEY (1,070,378 shares), LPL Financial LLC (905,803 shares), Raymond James Financial Services Advisors, Inc. (391,033 shares), WELLS FARGO & COMPANY/MN (333,127 shares), RAYMOND JAMES & ASSOCIATES (246,502 shares), ENVESTNET ASSET MANAGEMENT INC (211,618 shares), OSAIC HOLDINGS, INC. (149,258 shares), Cyndeo Wealth Partners, LLC (98,785 shares), Baird Financial Group, Inc. (87,918 shares), and SFI Advisors, LLC (80,940 shares).
This table shows the top 102 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.