Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / INCOME OPPRTNTES
-
Total 13F shares
-
1,052,059
-
Share change
-
+86,199
-
Total reported value
-
$22,819,251
-
Price per share
-
$21.69
-
Number of holders
-
21
-
Value change
-
+$1,867,038
-
Number of buys
-
9
-
Number of sells
-
8
Institutional Holders of FIRST TR EXCHNG TRADED FD VI - INCOME OPPRTNTES (FCEF) as of Q1 2025
As of 31 Mar 2025,
FIRST TR EXCHNG TRADED FD VI - INCOME OPPRTNTES (FCEF) was held by
21 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,052,059 shares.
The largest 10 holders included
Capital Investment Advisory Services, LLC, LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, Cambridge Investment Research Advisors, Inc., OSAIC HOLDINGS, INC., Boyce & Associates Wealth Consulting, Inc., Proactive Wealth Strategies LLC, Cetera Investment Advisers, COMMONWEALTH EQUITY SERVICES, LLC, and Aurora Private Wealth, Inc..
This page lists
21
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.