Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / COM
-
Number of holders
-
61
-
Total 13F shares, excl. options
-
3.36M
-
Shares change
-
-431K
-
Total reported value, excl. options
-
$81.7M
-
Value change
-
-$10.4M
-
Number of buys
-
28
-
Number of sells
-
-30
-
Price
-
$24.35
Significant Holders of FIRST TR EXCHANGE-TRADED FD - COM (FRI) as of Q1 2023
68 filings reported holding FRI - FIRST TR EXCHANGE-TRADED FD - COM as of Q1 2023.
FIRST TR EXCHANGE-TRADED FD - COM (FRI) has 61 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.36M shares
.
Largest 10 shareholders include MORGAN STANLEY (793K shares), LPL Financial LLC (637K shares), Aft, Forsyth & Sober, LLC (200K shares), UBS Group AG (150K shares), WELLS FARGO & COMPANY/MN (135K shares), Royal Bank of Canada (121K shares), ENVESTNET ASSET MANAGEMENT INC (120K shares), Chicago Partners Investment Group LLC (113K shares), Raymond James Financial Services Advisors, Inc. (108K shares), and PNC Financial Services Group, Inc. (61K 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.