Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / HIGH INCM STRGC
-
Total 13F shares
-
554,225
-
Share change
-
+30,599
-
Total reported value
-
$25,197,624
-
Price per share
-
$45.46
-
Number of holders
-
32
-
Value change
-
+$1,465,657
-
Number of buys
-
14
-
Number of sells
-
16
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - HIGH INCM STRGC (HISF) as of Q3 2024
As of 30 Sep 2024,
FIRST TR EXCHANGE-TRADED FD - HIGH INCM STRGC (HISF) was held by
32 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
554,225 shares.
The largest 10 holders included
LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC, tru Independence LLC, Royal Bank of Canada, Cetera Investment Advisers, Perigon Wealth Management, LLC, NewEdge Advisors, LLC, Prospera Financial Services Inc, COMMONWEALTH EQUITY SERVICES, LLC, and JPMORGAN CHASE & CO.
This page lists
32
institutional shareholders reporting positions in this security
for the Q3 2024 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.