Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / FIRST TR ENH NEW
-
Total 13F shares
-
33,921
-
Share change
-
-37,178
-
Total reported value
-
$2,023,718
-
Price per share
-
$59.66
-
Number of holders
-
4
-
Value change
-
-$2,244,944
-
Number of buys
-
2
-
Number of sells
-
3
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW (FTSM) as of Q4 2023
As of 31 Dec 2023,
FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW (FTSM) was held by
4 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
33,921 shares.
The largest 10 holders included
MORGAN STANLEY, WELLS FARGO & COMPANY/MN, LPL Financial LLC, UBS Group AG, BANK OF AMERICA CORP /DE/, ROYAL BANK OF CANADA, OSAIC HOLDINGS, INC., Raymond James Financial Services Advisors, Inc., FIRST TRUST ADVISORS LP, and Cambridge Investment Research Advisors, Inc..
This page lists
415
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.