Q1 2019 13F Holders as of 31 Mar 2019
-
Type / Class
-
Equity / FIRST TR BLOOMBE
-
Total 13F shares
-
141,221
-
Share change
-
-21,573
-
Total reported value
-
$3,133,000
-
Price per share
-
$22.12
-
Number of holders
-
7
-
Value change
-
-$333,681
-
Number of buys
-
5
-
Number of sells
-
2
Institutional Holders of FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) as of Q1 2019
As of 31 Mar 2019,
FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) was held by
7 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
141,221 shares.
The largest 7 holders included
LPL Financial LLC, Strategic Wealth Advisors Group, LLC, Ahrens Investment Partners LLC, LADENBURG THALMANN FINANCIAL SERVICES INC., Geneos Wealth Management Inc., UBS Group AG, and Clarus Wealth Advisors.
This page lists
7
institutional shareholders reporting positions in this security
for the Q1 2019 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.