Q2 2024 13F Holders as of 6/30/2024
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Type / Class
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Equity / INNOVATION LEAD
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Number of holders
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18
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Total 13F shares, excl. options
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1.68M
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Shares change
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-88.1K
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Total reported value, excl. options
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$39.5M
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Value change
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-$1.94M
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Number of buys
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11
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Number of sells
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-6
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Price
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$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 1.68M shares
.
Largest 10 shareholders include Atria Investments, Inc (665K shares), Mariner, LLC (654K shares), U.S. Capital Wealth Advisors, LLC (90.9K shares), Cetera Investment Advisers (76.7K shares), CREATIVE FINANCIAL DESIGNS INC /ADV (47.9K shares), THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. (24.9K shares), FLOW TRADERS U.S. LLC (20.3K shares), OSAIC HOLDINGS, INC. (18.4K shares), NBC SECURITIES, INC. (18K shares), and ENVESTNET ASSET MANAGEMENT INC (16.8K 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.