Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / INNOVATION LEAD
-
Number of holders
-
18
-
Total 13F shares, excl. options
-
1,681,031
-
Shares change
-
-88,077
-
Total reported value, excl. options
-
$39,464,797
-
Value change
-
-$1,940,919
-
Number of buys
-
11
-
Number of sells
-
-6
-
Price
-
$23.48
Significant Holders of FIRST TR EXCHNG TRADED FD VI - INNOVATION LEAD (ILDR) as of Q2 2024
20 filings reported holding ILDR - FIRST TR EXCHNG TRADED FD VI - INNOVATION LEAD as of Q2 2024.
FIRST TR EXCHNG TRADED FD VI - INNOVATION LEAD (ILDR) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,681,031 shares
.
Largest 10 shareholders include Atria Investments, Inc (664,890 shares), Mariner, LLC (653,848 shares), U.S. Capital Wealth Advisors, LLC (90,905 shares), Cetera Investment Advisers (76,733 shares), CREATIVE FINANCIAL DESIGNS INC /ADV (47,899 shares), THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. (24,878 shares), FLOW TRADERS U.S. LLC (20,270 shares), OSAIC HOLDINGS, INC. (18,370 shares), NBC SECURITIES, INC. (18,003 shares), and ENVESTNET ASSET MANAGEMENT INC (16,821 shares).
This table shows the top 18 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.