Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / LNG/SHT EQUITY
-
Total 13F shares
-
27,618
-
Share change
-
+6,235
-
Total reported value
-
$1,553,760
-
Price per share
-
$56.25
-
Number of holders
-
2
-
Value change
-
+$350,781
-
Number of buys
-
1
Institutional Holders of FIRST TR EXCH TRADED FD III - LNG/SHT EQUITY (FTLS) as of Q4 2023
As of 31 Dec 2023,
FIRST TR EXCH TRADED FD III - LNG/SHT EQUITY (FTLS) was held by
2 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
27,618 shares.
The largest 10 holders included
MORGAN STANLEY, ROYAL BANK OF CANADA, LPL Financial LLC, TRUIST FINANCIAL CORP, CENTRAL TRUST Co, Financial Enhancement Group LLC, ENVESTNET ASSET MANAGEMENT INC, WealthPLAN Partners, LLC, HighTower Advisors, LLC, and WealthPlan Investment Management, LLC.
This page lists
161
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.