Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / ALERIAN DISRUPT
-
Total 13F shares
-
129,649
-
Share change
-
+17,861
-
Total reported value
-
$4,963,964
-
Price per share
-
$38.29
-
Number of holders
-
17
-
Value change
-
+$664,559
-
Number of buys
-
7
-
Number of sells
-
10
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT (DTRE) as of Q2 2024
As of 30 Jun 2024,
FIRST TR EXCHANGE-TRADED FD - ALERIAN DISRUPT (DTRE) was held by
17 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
129,649 shares.
The largest 10 holders included
TAP Consulting, LLC, CITADEL ADVISORS LLC, JANE STREET GROUP, LLC, Raymond James Financial Services Advisors, Inc., Virtu Financial LLC, AMERIPRISE FINANCIAL INC, MORGAN STANLEY, LPL Financial LLC, AMERICAN NATIONAL BANK, and Global Retirement Partners, LLC.
This page lists
17
institutional shareholders reporting positions in this security
for the Q2 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.