Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / First Trust Commercial Mortgage Opportunities ETF
-
Shares outstanding
-
500,112
-
Total 13F shares
-
743,085
-
Share change
-
+25,726
-
Total reported value
-
$15,397,222
-
Price per share
-
$20.72
-
Number of holders
-
9
-
Value change
-
+$533,397
-
Number of buys
-
4
-
Number of sells
-
3
Institutional Holders of First Trust Exchange-Traded Fund IV - First Trust Commercial Mortgage Opportunities ETF (CAAA) as of Q3 2024
As of 30 Sep 2024,
First Trust Exchange-Traded Fund IV - First Trust Commercial Mortgage Opportunities ETF (CAAA) was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
743,085 shares.
The largest 9 holders included
GOLDMAN SACHS GROUP INC, BANK OF AMERICA CORP /DE/, JPMORGAN CHASE & CO, Royal Bank of Canada, MIZUHO SECURITIES USA LLC, INSPIRION WEALTH ADVISORS, LLC, FLOW TRADERS U.S. LLC, Belpointe Asset Management LLC, and VitalStone Financial, LLC.
This page lists
9
institutional shareholders reporting positions in this security
for the Q3 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.