Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / MULTI STRATEGY
-
Total 13F shares
-
579,778
-
Share change
-
+67,557
-
Total reported value
-
$12,194,821
-
Price per share
-
$21.00
-
Number of holders
-
12
-
Value change
-
+$1,425,013
-
Number of buys
-
8
-
Number of sells
-
5
Institutional Holders of FIRST TR EXCHNG TRADED FD VI - MULTI STRATEGY (LALT) as of Q4 2024
As of 31 Dec 2024 FIRST TR EXCHNG TRADED FD VI - MULTI STRATEGY (LALT) had 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 579,778 shares of stock of the company.
Largest 10 holders included CreativeOne Wealth, LLC, Holistic Financial Partners, ENVESTNET ASSET MANAGEMENT INC, COMMONWEALTH EQUITY SERVICES, LLC, Cetera Investment Advisers, CITADEL ADVISORS LLC, Sanctuary Advisors, LLC, ARBOR CAPITAL MANAGEMENT INC /ADV, OSAIC HOLDINGS, INC., and JPMORGAN CHASE & CO.
This table shows 12 institutional shareholders of the security as of 31 Dec 2024.
| 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.