Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / SMITH UNCONSTRAI
-
Number of holders
-
68
-
Total 13F shares, excl. options
-
8,532,915
-
Shares change
-
+1,881,388
-
Total reported value, excl. options
-
$227,237,093
-
Value change
-
+$50,098,090
-
Number of buys
-
44
-
Number of sells
-
-18
-
Price
-
$26.63
Significant Holders of FIRST TR EXCHNG TRADED FD VI - SMITH UNCONSTRAI (UCON) as of Q1 2021
72 filings reported holding UCON - FIRST TR EXCHNG TRADED FD VI - SMITH UNCONSTRAI as of Q1 2021.
FIRST TR EXCHNG TRADED FD VI - SMITH UNCONSTRAI (UCON) has 68 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8,532,915 shares
.
Largest 10 shareholders include LPL Financial LLC (1,677,276 shares), HighTower Advisors, LLC (720,796 shares), Darwin Advisors, LLC (673,714 shares), JJJ Advisors Inc. (545,276 shares), ROYAL BANK OF CANADA (437,402 shares), CREATIVE FINANCIAL DESIGNS INC /ADV (392,559 shares), Northwest Capital Management Inc (380,133 shares), HBK Sorce Advisory LLC (349,140 shares), STIFEL FINANCIAL CORP (279,238 shares), and ATRIA INVESTMENTS LLC (274,684 shares).
This table shows the top 68 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.