Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / SHS
-
Total 13F shares
-
41,956
-
Share change
-
+7,687
-
Total reported value
-
$1,505,367
-
Price per share
-
$35.88
-
Number of holders
-
3
-
Value change
-
+$275,810
-
Number of buys
-
2
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - SHS (FDL) as of Q4 2023
As of 31 Dec 2023,
FIRST TR EXCHANGE-TRADED FD - SHS (FDL) was held by
3 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
41,956 shares.
The largest 10 holders included
LPL Financial LLC, MORGAN STANLEY, AMERIPRISE FINANCIAL INC, WELLS FARGO & COMPANY/MN, OSAIC HOLDINGS, INC., Raymond James Financial Services Advisors, Inc., BANK OF AMERICA CORP /DE/, ROYAL BANK OF CANADA, UBS Group AG, and Csenge Advisory Group.
This page lists
360
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.