Q4 2023 13F Holders as of 31 Dec 2023
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Type / Class
-
Equity / MULTI MGR SML CP
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Total 13F shares
-
398,697
-
Share change
-
+38,948
-
Total reported value
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$6,785,336
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Price per share
-
$17.04
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Number of holders
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8
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Value change
-
+$664,265
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Number of buys
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5
-
Number of sells
-
1
Institutional Holders of FIRST TR EXCHNG TRADED FD VI - MULTI MGR SML CP (MMSC) as of Q4 2023
As of 31 Dec 2023 FIRST TR EXCHNG TRADED FD VI - MULTI MGR SML CP (MMSC) had 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 398,697 shares of stock of the company.
Largest 8 holders included Jaffetilchin Investment Partners, LLC, Trinity Legacy Partners, LLC, Clarus Wealth Advisors, Tower Research Capital LLC (TRC), Wagner Wealth Management, LLC, BANK OF MONTREAL /CAN/, OSAIC HOLDINGS, INC., and UBS Group AG.
This table shows 8 institutional shareholders of the security as of 31 Dec 2023.
| 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.