Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / EXPANDED TECHNOL
-
Total 13F shares
-
428,211
-
Share change
-
+35,319
-
Total reported value
-
$12,653,394
-
Price per share
-
$30.41
-
Number of holders
-
16
-
Value change
-
+$1,074,790
-
Number of buys
-
10
-
Number of sells
-
4
Institutional Holders of FIRST TR EXCHNG TRADED FD VI - EXPANDED TECHNOL (XPND) as of Q4 2024
As of 31 Dec 2024,
FIRST TR EXCHNG TRADED FD VI - EXPANDED TECHNOL (XPND) was held by
16 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
428,211 shares.
The largest 10 holders included
OSAIC HOLDINGS, INC., Harvest Investment Services, LLC, Cambridge Investment Research Advisors, Inc., HighTower Advisors, LLC, Bullseye Investment Management, LLC, SFI Advisors, LLC, Atomi Financial Group, Inc., Boyce & Associates Wealth Consulting, Inc., CITADEL ADVISORS LLC, and Geneos Wealth Management Inc..
This page lists
16
institutional shareholders reporting positions in this security
for the Q4 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.