Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / COM SHS
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Number of holders
-
121
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Total shares
-
6.06M
-
Shares change
-
-227K
-
Total reported value, excl. options
-
$498M
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Value change
-
-$18.5M
-
Number of buys
-
47
-
Number of sells
-
-70
-
Price
-
$82.26
Significant Holders of FIRST TR SML CP CORE ALPHA F - COM SHS (FYX) as of Q2 2023
120 filings reported holding FYX - FIRST TR SML CP CORE ALPHA F - COM SHS as of Q2 2023.
FIRST TR SML CP CORE ALPHA F - COM SHS (FYX) has 121 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.06M shares
.
Largest 10 shareholders include MORGAN STANLEY (665K shares), LPL Financial LLC (659K shares), WELLS FARGO & COMPANY/MN (571K shares), BANK OF AMERICA CORP /DE/ (513K shares), Royal Bank of Canada (405K shares), UBS Group AG (239K shares), RAYMOND JAMES & ASSOCIATES (220K shares), Hapanowicz & Associates Financial Services, Inc (212K shares), Janney Montgomery Scott LLC (198K shares), and Raymond James Financial Services Advisors, Inc. (142K shares).
This table shows the top 121 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.