Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / ALERIAN DISRUPT
-
Total 13F shares
-
292,938
-
Share change
-
+25,307
-
Total reported value
-
$11,774,311
-
Price per share
-
$40.18
-
Number of holders
-
20
-
Value change
-
+$1,029,639
-
Number of buys
-
7
-
Number of sells
-
11
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT (DTRE) as of Q1 2023
As of 31 Mar 2023,
FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT (DTRE) was held by
20 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
292,938 shares.
The largest 10 holders included
AMERIPRISE FINANCIAL INC, JANE STREET GROUP, LLC, TAP Consulting, LLC, BANK OF AMERICA CORP /DE/, STIFEL FINANCIAL CORP, LPL Financial LLC, Raymond James Financial Services Advisors, Inc., BANK OF MONTREAL /CAN/, CITADEL ADVISORS LLC, and Royal Bank of Canada.
This page lists
20
institutional shareholders reporting positions in this security
for the Q1 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.