Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / COM SHS
-
Number of holders
-
126
-
Total shares
-
6.21M
-
Shares change
-
-37.7K
-
Total reported value, excl. options
-
$500M
-
Value change
-
-$2.84M
-
Number of buys
-
56
-
Number of sells
-
-56
-
Price
-
$80.60
Significant Holders of FIRST TR SML CP CORE ALPHA F - COM SHS (FYX) as of Q1 2023
124 filings reported holding FYX - FIRST TR SML CP CORE ALPHA F - COM SHS as of Q1 2023.
FIRST TR SML CP CORE ALPHA F - COM SHS (FYX) has 126 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.21M shares
.
Largest 10 shareholders include LPL Financial LLC (776K shares), MORGAN STANLEY (678K shares), BANK OF AMERICA CORP /DE/ (626K shares), WELLS FARGO & COMPANY/MN (581K shares), Royal Bank of Canada (438K shares), UBS Group AG (242K shares), Hapanowicz & Associates Financial Services, Inc (220K shares), RAYMOND JAMES & ASSOCIATES (187K shares), Janney Montgomery Scott LLC (163K shares), and Raymond James Financial Services Advisors, Inc. (145K shares).
This table shows the top 126 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.