Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / SHS
-
Total 13F shares
-
681,977
-
Share change
-
+46,327
-
Total reported value
-
$27,660,981
-
Price per share
-
$40.56
-
Number of holders
-
6
-
Value change
-
+$1,879,013
-
Number of buys
-
1
-
Number of sells
-
1
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - SHS (FVD) as of Q4 2023
As of 31 Dec 2023,
FIRST TR EXCHANGE-TRADED FD - SHS (FVD) was held by
6 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
681,977 shares.
The largest 10 holders included
MORGAN STANLEY, LPL Financial LLC, WELLS FARGO & COMPANY/MN, BANK OF AMERICA CORP /DE/, AMERIPRISE FINANCIAL INC, Raymond James Financial Services Advisors, Inc., UBS Group AG, ROYAL BANK OF CANADA, RAYMOND JAMES & ASSOCIATES, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
532
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.