FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY)

Q1 2025 13F Holders as of 31 Mar 2025

Type / Class
Equity / FIRST TR BLOOMBE
Total 13F shares
260,741
Share change
-47,022
Total reported value
$10,563,915
Price per share
$40.56
Number of holders
17
Value change
-$1,895,101
Number of buys
6
Number of sells
8

Institutional Holders of FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) as of Q1 2025

As of 31 Mar 2025, FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) was held by 17 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 260,741 shares. The largest 10 holders included LPL Financial LLC, MANCHESTER FINANCIAL INC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, FSB PREMIER WEALTH MANAGEMENT, INC., GOLDMAN SACHS GROUP INC, SILVER OAK SECURITIES, INCORPORATED, Mariner, LLC, CITADEL ADVISORS LLC, Allworth Financial LP, and OSAIC HOLDINGS, INC.. This page lists 17 institutional shareholders reporting positions in this security for the Q1 2025 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.