FIRST TR HIGH INCOME LONG / (FSD)
Institutional ownership reported to the SEC as of Q3 2024, across 24 quarters.
2
Reporting holders
$25.3K
Reported value
0.0%
Held as options
-63
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Gilliland Jeter Wealth Management LLC | $24.3K | 2,038 | 0.00% | 3q | -2.0% |
| Meridian Financial Partners LLC | $950 | 52,504 | 0.48% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2024 | 2 | $25.3K | 54,542 | 1 | 0 | 1 | 0.0% |
| Q2 2024 | 65 | $149.6M | 12,122,990 | 8 | 24 | 19 | 0.0% |
| Q1 2024 | 64 | $285.8M | 23,949,240 | 8 | 22 | 21 | 0.0% |
| Q4 2023 | 65 | $212.4M | 17,563,334 | 14 | 23 | 14 | 0.0% |
| Q3 2023 | 58 | $121.0M | 11,308,536 | 12 | 19 | 13 | 0.0% |
| Q2 2023 | 50 | $129.2M | 11,290,241 | 2 | 20 | 13 | 0.0% |
| Q1 2023 | 51 | $124.9M | 11,004,639 | 6 | 14 | 18 | 0.0% |
| Q4 2022 | 55 | $131.5M | 11,482,163 | 12 | 14 | 16 | 0.0% |
| Q3 2022 | 64 | $137.6M | 12,690,029 | 7 | 22 | 17 | 0.0% |
| Q2 2022 | 66 | $143.2M | 12,554,691 | 5 | 26 | 18 | 0.0% |
| Q1 2022 | 68 | $160.2M | 11,898,287 | 11 | 27 | 16 | 0.0% |
| Q4 2021 | 63 | $193.3M | 12,394,454 | 5 | 22 | 17 | 0.0% |
| Q3 2021 | 61 | $195.1M | 12,279,829 | 7 | 17 | 21 | 0.0% |
| Q2 2021 | 67 | $194.9M | 12,373,801 | 4 | 27 | 20 | 0.0% |
| Q1 2021 | 71 | $198.1M | 13,102,534 | 8 | 30 | 15 | 0.0% |
| Q4 2020 | 73 | $184.7M | 12,504,180 | 8 | 26 | 15 | 0.0% |
| Q3 2020 | 69 | $166.3M | 11,949,506 | 11 | 20 | 17 | 0.0% |
| Q2 2020 | 63 | $157.2M | 11,839,431 | 5 | 20 | 22 | 0.0% |
| Q1 2020 | 74 | $151.1M | 12,408,642 | 13 | 20 | 21 | 0.0% |
| Q4 2019 | 74 | $209.6M | 12,702,027 | 13 | 17 | 22 | 0.0% |
| Q3 2019 | 67 | $188.0M | 12,401,920 | 7 | 15 | 25 | 0.0% |
| Q2 2019 | 69 | $190.1M | 12,655,834 | 13 | 24 | 16 | 0.0% |
| Q1 2019 | 65 | $182.1M | 12,461,897 | 4 | 21 | 29 | 0.0% |
| Q4 2018 | 68 | $161.3M | 12,147,107 | 0 | 0 | 2 | 0.0% |