Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / NAS CLNEDG GREEN
-
Total 13F shares
-
9,458
-
Share change
-
+6,694
-
Total reported value
-
$398,845
-
Price per share
-
$42.17
-
Number of holders
-
2
-
Value change
-
+$282,286
-
Number of buys
-
1
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - NAS CLNEDG GREEN (QCLN) as of Q4 2023
As of 31 Dec 2023,
FIRST TR EXCHANGE-TRADED FD - NAS CLNEDG GREEN (QCLN) was held by
2 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
9,458 shares.
The largest 10 holders included
MORGAN STANLEY, CIBC Private Wealth Group, LLC, LPL Financial LLC, UBS Group AG, Gerber Kawasaki Wealth & Investment Management, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, AMERIPRISE FINANCIAL INC, Rockefeller Capital Management L.P., and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
253
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.