Q4 2023 13F Holders as of 12/31/2023
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Type / Class
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Equity / INNOVATION LEAD
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Number of holders
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14
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Total 13F shares, excl. options
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1.4M
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Shares change
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+84.4K
-
Total reported value, excl. options
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$27.5M
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Value change
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+$1.64M
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Number of buys
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10
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Number of sells
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-2
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Price
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$19.74
Significant Holders of FIRST TR EXCHNG TRADED FD VI - INNOVATION LEAD (ILDR) as of Q4 2023
15 filings reported holding ILDR - FIRST TR EXCHNG TRADED FD VI - INNOVATION LEAD as of Q4 2023.
FIRST TR EXCHNG TRADED FD VI - INNOVATION LEAD (ILDR) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.4M shares
.
Largest 10 shareholders include Mariner, LLC (569K shares), Atria Investments, Inc (568K shares), U.S. Capital Wealth Advisors, LLC (67.9K shares), Cetera Investment Advisers (54.4K shares), JANE STREET GROUP, LLC (44.6K shares), OSAIC HOLDINGS, INC. (20.9K shares), NBC SECURITIES, INC. (16.2K shares), ENVESTNET ASSET MANAGEMENT INC (16K shares), CREATIVE FINANCIAL DESIGNS INC /ADV (13.1K shares), and FLOW TRADERS U.S. LLC (10.8K shares).
This table shows the top 14 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.