Q3 2022 13F Holders as of 9/30/2022
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Type / Class
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Equity / COM SHS
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Number of holders
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120
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Total shares
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6.3M
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Shares change
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-104K
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Total reported value, excl. options
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$458M
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Value change
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-$7.87M
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Number of buys
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53
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Number of sells
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-56
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Price
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$72.71
Significant Holders of FIRST TR SML CP CORE ALPHA F - COM SHS (FYX) as of Q3 2022
117 filings reported holding FYX - FIRST TR SML CP CORE ALPHA F - COM SHS as of Q3 2022.
FIRST TR SML CP CORE ALPHA F - COM SHS (FYX) has 120 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.3M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (752K shares), MORGAN STANLEY (711K shares), LPL Financial LLC (705K shares), WELLS FARGO & COMPANY/MN (568K shares), ROYAL BANK OF CANADA (442K shares), UBS Group AG (235K shares), Hapanowicz & Associates Financial Services, Inc (216K shares), RAYMOND JAMES & ASSOCIATES (202K shares), Janney Montgomery Scott LLC (161K shares), and Western Wealth Management, LLC (153K shares).
This table shows the top 120 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.