Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / FIRST TR BLOOMBE
-
Total 13F shares
-
536,715
-
Share change
-
+2,537
-
Total reported value
-
$16,247,373
-
Price per share
-
$30.27
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Number of holders
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14
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Value change
-
+$102,724
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Number of buys
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5
-
Number of sells
-
9
Institutional Holders of FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) as of Q1 2021
As of 31 Mar 2021 FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) had 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 536,715 shares of stock of the company.
Largest 10 holders included FSB PREMIER WEALTH MANAGEMENT, INC., LPL Financial LLC, SignalPoint Asset Management, LLC, Ahrens Investment Partners LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Integrated Wealth Concepts LLC, ADVISOR GROUP HOLDINGS, INC., IFG Advisory, LLC, American Portfolios Advisors, and LEVEL FOUR ADVISORY SERVICES, LLC.
This table shows 14 institutional shareholders of the security as of 31 Mar 2021.
| 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.