Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / Exchange Traded Securities
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Number of holders
-
62
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Total 13F shares, excl. options
-
4.02M
-
Shares change
-
-585K
-
Total reported value, excl. options
-
$145M
-
Value change
-
-$20.4M
-
Number of buys
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32
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Number of sells
-
-29
-
Price
-
$35.97
Significant Holders of FIRST TRUST EXCHANGE TRADED FUND - Exchange Traded Securities (EDOW) as of Q3 2024
71 filings reported holding EDOW - FIRST TRUST EXCHANGE TRADED FUND - Exchange Traded Securities as of Q3 2024.
FIRST TRUST EXCHANGE TRADED FUND - Exchange Traded Securities (EDOW) has 62 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.02M shares
.
Largest 10 shareholders include LPL Financial LLC (950K shares), MORGAN STANLEY (899K shares), Vestmark Advisory Solutions, Inc. (338K shares), POM Investment Strategies, LLC (221K shares), COMMONWEALTH EQUITY SERVICES, LLC (162K shares), NewEdge Advisors, LLC (153K shares), Ignite Planners, LLC (104K shares), Raymond James Financial Services Advisors, Inc. (97.8K shares), Gratus Wealth Advisors, LLC (76K shares), and Wealthcare Advisory Partners LLC (62.9K shares).
This table shows the top 62 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.