Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / US EQTY OPPT ETF
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Number of holders
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181
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Total 13F shares, excl. options
-
3,029,729
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Shares change
-
+4,616
-
Total reported value, excl. options
-
$362,070,986
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Value change
-
+$839,489
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Number of buys
-
63
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Number of sells
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71
-
Price
-
$119.51
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - US EQTY OPPT ETF (FPX) as of Q4 2024
As of 31 Dec 2024 FIRST TR EXCHANGE-TRADED FD - US EQTY OPPT ETF (FPX) had 181 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 3,029,729 shares of stock of the company.
Largest 10 holders included MORGAN STANLEY, LPL Financial LLC, WELLS FARGO & COMPANY/MN, BANK OF AMERICA CORP /DE/, RAYMOND JAMES FINANCIAL INC, Cetera Investment Advisers, COMMONWEALTH EQUITY SERVICES, LLC, Congress Wealth Management LLC / DE /, ENVESTNET ASSET MANAGEMENT INC, and Cassia Capital Partners, LLC.
This table shows 183 institutional shareholders of the security as of 31 Dec 2024.
| 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.