Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / INNOVATION LEAD
-
Total 13F shares
-
2,084,858
-
Share change
-
+26,880
-
Total reported value
-
$53,241,443
-
Price per share
-
$25.53
-
Number of holders
-
25
-
Value change
-
+$676,340
-
Number of buys
-
11
-
Number of sells
-
9
Institutional Holders of FIRST TR EXCHNG TRADED FD VI - INNOVATION LEAD (ILDR) as of Q4 2024
As of 31 Dec 2024,
FIRST TR EXCHNG TRADED FD VI - INNOVATION LEAD (ILDR) was held by
25 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,084,858 shares.
The largest 10 holders included
Atria Investments, Inc, Mariner, LLC, HBW ADVISORY SERVICES LLC, Wealth Watch Advisors, INC, ASSETMARK, INC, U.S. Capital Wealth Advisors, LLC, CREATIVE FINANCIAL DESIGNS INC /ADV, Cetera Investment Advisers, HARBOUR INVESTMENTS, INC., and THURSTON, SPRINGER, MILLER, HERD & TITAK, INC..
This page lists
25
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| 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.