Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / NO AMER ENERGY
-
Number of holders
-
2
-
Total 13F shares, excl. options
-
334K
-
Shares change
-
-166K
-
Total reported value, excl. options
-
$9.25M
-
Value change
-
-$4.61M
-
Number of sells
-
-1
-
Price
-
$27.69
Significant Holders of FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY (EMLP) as of Q4 2023
2 filings reported holding EMLP - FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY as of Q4 2023.
FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY (EMLP) has 2 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 334K shares
.
Largest 10 shareholders include MORGAN STANLEY (16M shares), AlTi Global, Inc. (3.69M shares), Capital Investment Advisors, LLC (3.41M shares), Glenview Trust Co (2.4M shares), ROYAL BANK OF CANADA (2.26M shares), WELLS FARGO & COMPANY/MN (2.07M shares), Cresset Asset Management, LLC (2.01M shares), Wealthspire Advisors, LLC (1.89M shares), LPL Financial LLC (1.71M shares), and BANK OF AMERICA CORP /DE/ (1.7M shares).
This table shows the top 2 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.