Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / INNOVATION LEAD
-
Number of holders
-
16
-
Total 13F shares, excl. options
-
1,769,108
-
Shares change
-
+366,916
-
Total reported value, excl. options
-
$39,515,168
-
Value change
-
+$8,248,520
-
Number of buys
-
11
-
Number of sells
-
-4
-
Price
-
$22.34
Significant Holders of FIRST TR EXCHNG TRADED FD VI - INNOVATION LEAD (ILDR) as of Q1 2024
18 filings reported holding ILDR - FIRST TR EXCHNG TRADED FD VI - INNOVATION LEAD as of Q1 2024.
FIRST TR EXCHNG TRADED FD VI - INNOVATION LEAD (ILDR) has 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,769,108 shares
.
Largest 10 shareholders include Atria Investments, Inc (673,602 shares), Mariner, LLC (665,914 shares), U.S. Capital Wealth Advisors, LLC (92,305 shares), Cetera Investment Advisers (67,653 shares), CITADEL ADVISORS LLC (64,676 shares), JANE STREET GROUP, LLC (51,832 shares), CREATIVE FINANCIAL DESIGNS INC /ADV (46,875 shares), FLOW TRADERS U.S. LLC (35,128 shares), NBC SECURITIES, INC. (17,814 shares), and ENVESTNET ASSET MANAGEMENT INC (14,756 shares).
This table shows the top 16 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.