First Trust Portfolios Unit 10065 Dividend Income TR Ser 20 Monthly Rei

13F holders, Q4 2024 (December 31)
1holders
0new positions
0sold out
$11.00avg. 13F price*

At the end of Q4 2024, 1 institutions reported holding First Trust Portfolios Unit 10065 Dividend Income TR Ser 20 Monthly Rei in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holder was Financial Gravity Companies, Inc. ($33).

Company
First Trust Portfolios Unit 10065 Dividend Income TR Ser 20 Monthly Rei
CUSIP
30326G231
Latest filing quarter
Q1 2025

History

Number of 13F holders

01 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

Ownership 1 holders

Financial Gravity Companies, Inc. 0.00% No change 3 $33

"% of holder's portfolio" is FIRST TRUST PORTFOLIOS UNIT 10065 DIVIDEND INCOME TR SER 20 MONTHLY REI's weight in each manager's 13F, not the share of First Trust Portfolios Unit 10065 Dividend Income TR Ser 20 Monthly Rei the manager owns.