Company profile
Latest filings (excl ownership)
CERT
Certification of approval for exchange listing
29 May 24
8-A12B
Registration of securities on exchange
21 May 24
CERT
Certification of approval for exchange listing
17 May 24
8-A12B
Registration of securities on exchange
13 May 24
8-A12B
Registration of securities on exchange
13 May 24
N-CSRS
Certified semi-annual shareholder report (management investment company)
7 May 24
CERT
Certification of approval for exchange listing
2 May 24
8-A12B
Registration of securities on exchange
1 May 24
CERT
Certification of approval for exchange listing
19 Apr 24
8-A12B
Registration of securities on exchange
17 Apr 24
Latest ownership filings
SC 13G/A
FIRST TRUST PORTFOLIOS LP
7 May 24
SC 13G/A
FIRST TRUST PORTFOLIOS LP
7 May 24
SC 13G/A
FIRST TRUST PORTFOLIOS LP
7 May 24
SC 13G/A
FIRST TRUST PORTFOLIOS LP
7 May 24
SC 13G/A
FIRST TRUST PORTFOLIOS LP
7 May 24
SC 13G/A
FIRST TRUST PORTFOLIOS LP
7 May 24
SC 13G/A
FIRST TRUST PORTFOLIOS LP
7 May 24
SC 13G/A
FIRST TRUST PORTFOLIOS LP
7 May 24
SC 13G/A
FIRST TRUST PORTFOLIOS LP
7 May 24
NPORT-P
FT Raymond James Multicap Growth Equity ETF (Feb 2024 report)
25 Apr 24
Funds
Institutional ownership, Q1 2024
13F holders | Current |
---|---|
Total holders | 122 |
Opened positions | 36 |
Closed positions | 12 |
Increased positions | 39 |
Reduced positions | 30 |
13F shares | Current |
---|---|
Total value | 554.77 bn |
Total shares | 27.03 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
GW Henssler & Associates | 4.06 mm | $95.86 bn |
LPL Financial | 3.62 mm | $85.40 bn |
Envestnet Asset Management | 2.77 mm | $65.37 bn |
Centennial Wealth Advisory | 2.06 mm | $48.54 bn |
Capital Asset Advisory Services | 888.86 k | $20.96 bn |
Axxcess Wealth Management | 854.23 k | $20.15 bn |
Creekmur Asset Management | 815.78 k | $19.24 bn |
Cambridge Investment Research Advisors | 707.73 k | $16.70 mm |
Commonwealth Equity Services | 691.46 k | $16.31 mm |
Advisor | 684.72 k | $16.15 bn |