Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / ALERIAN DISRUPT
-
Total 13F shares
-
111,790
-
Share change
-
-95,260
-
Total reported value
-
$4,621,391
-
Price per share
-
$41.34
-
Number of holders
-
18
-
Value change
-
-$4,101,356
-
Number of buys
-
5
-
Number of sells
-
9
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT (DTRE) as of Q1 2024
As of 31 Mar 2024,
FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT (DTRE) was held by
18 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
111,790 shares.
The largest 10 holders included
TAP Consulting, LLC, JANE STREET GROUP, LLC, BANK OF AMERICA CORP /DE/, Raymond James Financial Services Advisors, Inc., LPL Financial LLC, MORGAN STANLEY, Mariner, LLC, Global Retirement Partners, LLC, Royal Bank of Canada, and US BANCORP \DE\.
This page lists
18
institutional shareholders reporting positions in this security
for the Q1 2024 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.