Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / PFD SECS INC ETF
-
Number of holders
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4
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Total 13F shares, excl. options
-
2.87M
-
Shares change
-
+1.93M
-
Total reported value, excl. options
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$48.3M
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Value change
-
+$32.5M
-
Number of buys
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2
-
Number of sells
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-2
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Price
-
$16.86
Significant Holders of FIRST TR EXCH TRADED FD III - PFD SECS INC ETF (FPE) as of Q4 2023
4 filings reported holding FPE - FIRST TR EXCH TRADED FD III - PFD SECS INC ETF as of Q4 2023.
FIRST TR EXCH TRADED FD III - PFD SECS INC ETF (FPE) has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.87M shares
.
Largest 10 shareholders include MORGAN STANLEY (47.1M shares), ROYAL BANK OF CANADA (18.9M shares), WELLS FARGO & COMPANY/MN (10.6M shares), LPL Financial LLC (10.1M shares), UBS Group AG (9.79M shares), BANK OF AMERICA CORP /DE/ (7.46M shares), Raymond James Financial Services Advisors, Inc. (5M shares), JANE STREET GROUP, LLC (4.94M shares), PARK NATIONAL CORP /OH/ (3.3M shares), and RAYMOND JAMES & ASSOCIATES (3.1M shares).
This table shows the top 4 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.