Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / INSTL PFD SECS
-
Number of holders
-
153
-
Total 13F shares, excl. options
-
50,345,920
-
Shares change
-
+7,174,714
-
Total reported value, excl. options
-
$897,540,856
-
Value change
-
+$128,279,441
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Number of buys
-
71
-
Number of sells
-
-70
-
Price
-
$17.83
Significant Holders of FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) as of Q4 2023
161 filings reported holding FPEI - FIRST TR EXCH TRADED FD III - INSTL PFD SECS as of Q4 2023.
FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) has 153 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 50,345,920 shares
.
Largest 10 shareholders include MORGAN STANLEY (11,755,682 shares), UBS Group AG (6,423,576 shares), BANK OF AMERICA CORP /DE/ (4,177,298 shares), ROYAL BANK OF CANADA (3,372,824 shares), LPL Financial LLC (2,845,227 shares), GUNN & Co INVESTMENT MANAGEMENT, INC. (2,029,706 shares), SMITH CHAS P & ASSOCIATES PA CPAS (2,029,706 shares), JANE STREET GROUP, LLC (1,071,022 shares), Miracle Mile Advisors, LLC (991,282 shares), and Citizens Business Bank (972,828 shares).
This table shows the top 153 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.