Q2 2020 13F Holders as of 30 Jun 2020
-
Type / Class
-
Equity / MULTI ASSET DI
-
Number of holders
-
91
-
Total 13F shares, excl. options
-
10,508,559
-
Shares change
-
-718,218
-
Total reported value, excl. options
-
$144,032,774
-
Value change
-
-$9,479,371
-
Number of buys
-
37
-
Number of sells
-
-41
-
Price
-
$13.69
Significant Holders of FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI (MDIV) as of Q2 2020
100 filings reported holding MDIV - FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI as of Q2 2020.
FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI (MDIV) has 91 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10,508,559 shares
.
Largest 10 shareholders include TRUSTMARK NATIONAL BANK TRUST DEPARTMENT (1,883,355 shares), MORGAN STANLEY (1,196,653 shares), LPL Financial LLC (1,039,314 shares), WELLS FARGO & COMPANY/MN (583,909 shares), AMERIPRISE FINANCIAL INC (575,974 shares), UBS Group AG (385,650 shares), Elevated Capital Advisors, LLC (374,012 shares), BANK OF AMERICA CORP /DE/ (336,017 shares), ADVISOR GROUP HOLDINGS, INC. (329,603 shares), and Flaharty Asset Management, LLC (327,904 shares).
This table shows the top 91 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.