Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / MULTI STRATEGY
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
79,799
-
Shares change
-
+13,057
-
Total reported value, excl. options
-
$1,571,330
-
Value change
-
+$256,239
-
Number of buys
-
2
-
Number of sells
-
-2
-
Price
-
$19.70
Significant Holders of FIRST TR EXCHNG TRADED FD VI - MULTI STRATEGY (LALT) as of Q4 2023
5 filings reported holding LALT - FIRST TR EXCHNG TRADED FD VI - MULTI STRATEGY as of Q4 2023.
FIRST TR EXCHNG TRADED FD VI - MULTI STRATEGY (LALT) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 79,799 shares
.
Largest 5 shareholders include CreativeOne Wealth, LLC (21,429 shares), OSAIC HOLDINGS, INC. (20,207 shares), CITADEL ADVISORS LLC (19,051 shares), Virtue Capital Management, LLC (18,110 shares), and Steward Partners Investment Advisory, LLC (1,002 shares).
This table shows the top 5 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.