Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / MULTI ASSET DI
-
Total 13F shares
-
8,964,381
-
Share change
-
+443,790
-
Total reported value
-
$149,061,172
-
Price per share
-
$16.63
-
Number of holders
-
95
-
Value change
-
+$7,413,063
-
Number of buys
-
42
-
Number of sells
-
38
Institutional Holders of FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI (MDIV) as of Q3 2024
As of 30 Sep 2024,
FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI (MDIV) was held by
95 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,964,381 shares.
The largest 10 holders included
Flaharty Asset Management, LLC, LPL Financial LLC, MORGAN STANLEY, COMMONWEALTH EQUITY SERVICES, LLC, BANK OF AMERICA CORP /DE/, AMERIPRISE FINANCIAL INC, WELLS FARGO & COMPANY/MN, 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 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.