Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / SMITH UNCONSTRAI
-
Total 13F shares
-
64,995,777
-
Share change
-
+11,291,820
-
Total reported value
-
$1,607,723,416
-
Price per share
-
$24.74
-
Number of holders
-
212
-
Value change
-
+$279,998,456
-
Number of buys
-
134
-
Number of sells
-
79
Institutional Holders of FIRST TR EXCHNG TRADED FD VI - SMITH UNCONSTRAI (UCON) as of Q4 2023
As of 31 Dec 2023,
FIRST TR EXCHNG TRADED FD VI - SMITH UNCONSTRAI (UCON) was held by
212 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
64,995,777 shares.
The largest 10 holders included
LPL Financial LLC, MORGAN STANLEY, UBS Group AG, BANK OF AMERICA CORP /DE/, HARBOUR INVESTMENTS, INC., ROYAL BANK OF CANADA, ENVESTNET ASSET MANAGEMENT INC, Tolleson Wealth Management, Inc., Larson Financial Group LLC, and Csenge Advisory Group.
This page lists
212
institutional shareholders reporting positions in this security
for the Q4 2023 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.