Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / MULTI STRATEGY
-
Total 13F shares
-
381,019
-
Share change
-
+88,130
-
Total reported value
-
$7,884,327
-
Price per share
-
$20.69
-
Number of holders
-
11
-
Value change
-
+$1,823,784
-
Number of buys
-
9
-
Number of sells
-
2
Institutional Holders of FIRST TR EXCHNG TRADED FD VI - MULTI STRATEGY (LALT) as of Q2 2024
As of 30 Jun 2024,
FIRST TR EXCHNG TRADED FD VI - MULTI STRATEGY (LALT) was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
381,019 shares.
The largest 10 holders included
Holistic Financial Partners, COMMONWEALTH EQUITY SERVICES, LLC, Cetera Investment Advisers, ENVESTNET ASSET MANAGEMENT INC, CreativeOne Wealth, LLC, Virtue Capital Management, LLC, Advisory Services Network, LLC, CITADEL ADVISORS LLC, OSAIC HOLDINGS, INC., and Steward Partners Investment Advisory, LLC.
This page lists
12
institutional shareholders reporting positions in this security
for the Q2 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.