Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / INNOVATION LEAD
-
Number of holders
-
25
-
Total 13F shares, excl. options
-
2,084,858
-
Shares change
-
+26,880
-
Total reported value, excl. options
-
$53,241,443
-
Value change
-
+$676,340
-
Number of buys
-
11
-
Number of sells
-
-9
-
Price
-
$25.53
Significant Holders of FIRST TR EXCHNG TRADED FD VI - INNOVATION LEAD (ILDR) as of Q4 2024
26 filings reported holding ILDR - FIRST TR EXCHNG TRADED FD VI - INNOVATION LEAD as of Q4 2024.
FIRST TR EXCHNG TRADED FD VI - INNOVATION LEAD (ILDR) has 25 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,084,858 shares
.
Largest 10 shareholders include Atria Investments, Inc (613,778 shares), Mariner, LLC (608,868 shares), HBW ADVISORY SERVICES LLC (255,026 shares), Wealth Watch Advisors, INC (109,340 shares), ASSETMARK, INC (92,320 shares), U.S. Capital Wealth Advisors, LLC (80,280 shares), CREATIVE FINANCIAL DESIGNS INC /ADV (58,300 shares), Cetera Investment Advisers (51,467 shares), HARBOUR INVESTMENTS, INC. (33,653 shares), and THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. (30,509 shares).
This table shows the top 25 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.