Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / RISNG DIVD ACHIV
-
Total 13F shares
-
544,002
-
Share change
-
+126,836
-
Total reported value
-
$28,108,299
-
Price per share
-
$51.67
-
Number of holders
-
6
-
Value change
-
+$6,553,616
-
Number of buys
-
2
-
Number of sells
-
1
Institutional Holders of FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV (RDVY) as of Q4 2023
As of 31 Dec 2023,
FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV (RDVY) was held by
6 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
544,002 shares.
The largest 10 holders included
LPL Financial LLC, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Raymond James Financial Services Advisors, Inc., AMERIPRISE FINANCIAL INC, BANK OF AMERICA CORP /DE/, COMMONWEALTH EQUITY SERVICES, LLC, OSAIC HOLDINGS, INC., UBS Group AG, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
504
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.