Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / MID CAP VAL FD
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Number of holders
-
52
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Total 13F shares, excl. options
-
3.08M
-
Shares change
-
+1.39M
-
Total reported value, excl. options
-
$144M
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Value change
-
+$65.8M
-
Number of buys
-
28
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Number of sells
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-16
-
Price
-
$47.11
Significant Holders of FIRST TR EXCHANGE-TRADED ALP - MID CAP VAL FD (FNK) as of Q4 2021
57 filings reported holding FNK - FIRST TR EXCHANGE-TRADED ALP - MID CAP VAL FD as of Q4 2021.
FIRST TR EXCHANGE-TRADED ALP - MID CAP VAL FD (FNK) has 52 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.08M shares
.
Largest 10 shareholders include TOTAL INVESTMENT MANAGEMENT INC (1.02M shares), MORGAN STANLEY (378K shares), WELLS FARGO & COMPANY/MN (205K shares), LPL Financial LLC (187K shares), First Heartland Consultants, Inc. (157K shares), Raymond James Financial Services Advisors, Inc. (147K shares), FIRST TRUST ADVISORS LP (129K shares), UBS Group AG (88K shares), Cambridge Investment Research Advisors, Inc. (75.8K shares), and Kingsview Wealth Management, LLC (72.7K shares).
This table shows the top 52 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.