Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / INNOVATION LEAD
-
Number of holders
-
13
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Total 13F shares, excl. options
-
1,317,830
-
Shares change
-
+1,221,904
-
Total reported value, excl. options
-
$22,651,918
-
Value change
-
+$21,004,111
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Number of buys
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10
-
Number of sells
-
-2
-
Price
-
$17.19
Significant Holders of FIRST TR EXCHNG TRADED FD VI - INNOVATION LEAD (ILDR) as of Q3 2023
14 filings reported holding ILDR - FIRST TR EXCHNG TRADED FD VI - INNOVATION LEAD as of Q3 2023.
FIRST TR EXCHNG TRADED FD VI - INNOVATION LEAD (ILDR) has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,317,830 shares
.
Largest 10 shareholders include Mariner, LLC (559,556 shares), Atria Investments, Inc (556,269 shares), Cetera Investment Advisers (54,855 shares), JANE STREET GROUP, LLC (38,228 shares), OSAIC HOLDINGS, INC. (31,344 shares), U.S. Capital Wealth Advisors, LLC (19,200 shares), ENVESTNET ASSET MANAGEMENT INC (15,597 shares), NBC SECURITIES, INC. (14,072 shares), FLOW TRADERS U.S. LLC (10,073 shares), and CREATIVE FINANCIAL DESIGNS INC /ADV (7,622 shares).
This table shows the top 13 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.