Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
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Equity / COM
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Number of holders
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66
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Total 13F shares, excl. options
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4.9M
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Shares change
-
+1.92M
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Total reported value, excl. options
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$146M
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Value change
-
+$56.9M
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Number of buys
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34
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Number of sells
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-24
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Price
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$29.64
Significant Holders of FIRST TR EXCHANGE-TRADED FD - COM (FRI) as of Q3 2024
68 filings reported holding FRI - FIRST TR EXCHANGE-TRADED FD - COM as of Q3 2024.
FIRST TR EXCHANGE-TRADED FD - COM (FRI) has 66 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.9M shares
.
Largest 10 shareholders include LPL Financial LLC (1.37M shares), MORGAN STANLEY (812K shares), Cetera Investment Advisers (411K shares), Cambridge Investment Research Advisors, Inc. (360K shares), UBS Group AG (337K shares), Aft, Forsyth & Sober, LLC (159K shares), Crumly & Associates Inc. (147K shares), WELLS FARGO & COMPANY/MN (131K shares), Chicago Partners Investment Group LLC (106K shares), and Vestmark Advisory Solutions, Inc. (98.6K shares).
This table shows the top 66 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.