Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / MULTI ASSET DI
-
Total 13F shares
-
9,383,728
-
Share change
-
-265,058
-
Total reported value
-
$136,924,614
-
Price per share
-
$14.60
-
Number of holders
-
96
-
Value change
-
-$3,864,878
-
Number of buys
-
36
-
Number of sells
-
50
Institutional Holders of FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI (MDIV) as of Q3 2023
As of 30 Sep 2023,
FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI (MDIV) was held by
96 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
9,383,728 shares.
The largest 10 holders included
Flaharty Asset Management, LLC, MORGAN STANLEY, LPL Financial LLC, AMERIPRISE FINANCIAL INC, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, COMMONWEALTH EQUITY SERVICES, LLC, Royal Bank of Canada, HARBOUR INVESTMENTS, INC., and Capital Investment Advisory Services, LLC.
This page lists
96
institutional shareholders reporting positions in this security
for the Q3 2023 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.