Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / MULTI ASSET DI
-
Total 13F shares
-
23,495
-
Share change
-
+23,495
-
Total reported value
-
$367,697
-
Price per share
-
$15.65
-
Number of holders
-
1
-
Value change
-
+$367,697
-
Number of buys
-
1
Institutional Holders of FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI (MDIV) as of Q4 2023
As of 31 Dec 2023,
FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI (MDIV) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
23,495 shares.
The largest 10 holders included
Flaharty Asset Management, LLC, AMERIPRISE FINANCIAL INC, MORGAN STANLEY, LPL Financial LLC, GeoWealth Management, LLC, BANK OF AMERICA CORP /DE/, Cetera Advisor Networks LLC, COMMONWEALTH EQUITY SERVICES, LLC, WELLS FARGO & COMPANY/MN, and ROYAL BANK OF CANADA.
This page lists
99
institutional shareholders reporting positions in this security
for the Q4 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.