Q3 2023 13F Holders as of 9/30/2023
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Type / Class
-
Equity / Exchange Traded Securities
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Number of holders
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61
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Total 13F shares, excl. options
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5.61M
-
Shares change
-
+982K
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Total reported value, excl. options
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$163M
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Value change
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+$28.5M
-
Number of buys
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35
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Number of sells
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-18
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Price
-
$29.03
Significant Holders of FIRST TRUST EXCHANGE TRADED FUND - Exchange Traded Securities (EDOW) as of Q3 2023
65 filings reported holding EDOW - FIRST TRUST EXCHANGE TRADED FUND - Exchange Traded Securities as of Q3 2023.
FIRST TRUST EXCHANGE TRADED FUND - Exchange Traded Securities (EDOW) has 61 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.61M shares
.
Largest 10 shareholders include MORGAN STANLEY (936K shares), LPL Financial LLC (935K shares), Kestra Advisory Services, LLC (804K shares), NewEdge Advisors, LLC (565K shares), J Arnold Wealth Management Co (402K shares), Vestmark Advisory Solutions, Inc. (320K shares), AE Wealth Management LLC (156K shares), Raymond James Financial Services Advisors, Inc. (150K shares), Ignite Planners, LLC (134K shares), and COMMONWEALTH EQUITY SERVICES, LLC (132K shares).
This table shows the top 61 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.