Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / Common Shares
-
Shares outstanding
-
4,550,560
-
Total 13F shares
-
1,886,019
-
Share change
-
+1,715,260
-
Total reported value
-
$24,819,680
-
Price per share
-
$13.16
-
Number of holders
-
18
-
Value change
-
+$22,572,494
-
Number of buys
-
16
Institutional Holders of FIRST TRUST EXCHANGE-TRADED FUND - Common Shares (WCMI) as of Q4 2024
As of 31 Dec 2024,
FIRST TRUST EXCHANGE-TRADED FUND - Common Shares (WCMI) was held by
18 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,886,019 shares.
The largest 10 holders included
SRS Capital Advisors, Inc., Philip James Wealth Mangement, LLC, First National Trust Co, Janney Montgomery Scott LLC, Golden State Wealth Management, LLC, Golden State Equity Partners, LPL Financial LLC, Advyzon Investment Management, LLC, CAPTRUST FINANCIAL ADVISORS, and Fountainhead AM, LLC.
This page lists
19
institutional shareholders reporting positions in this security
for the Q4 2024 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.