Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / MULTI ASSET DI
-
Total 13F shares
-
8,524,315
-
Share change
-
-868,632
-
Total reported value
-
$133,993,265
-
Price per share
-
$15.72
-
Number of holders
-
93
-
Value change
-
-$13,663,306
-
Number of buys
-
32
-
Number of sells
-
49
Institutional Holders of FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI (MDIV) as of Q2 2024
As of 30 Jun 2024,
FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI (MDIV) was held by
93 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,524,315 shares.
The largest 10 holders included
Flaharty Asset Management, LLC, LPL Financial LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/, COMMONWEALTH EQUITY SERVICES, LLC, AMERIPRISE FINANCIAL INC, Royal Bank of Canada, WELLS FARGO & COMPANY/MN, HARBOUR INVESTMENTS, INC., and Capital Investment Advisory Services, LLC.
This page lists
94
institutional shareholders reporting positions in this security
for the Q2 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.