Institutional Ownership Global X Variable Rate Preferr (PFFV)
This table provides information about the institutional ownership of Global X Variable Rate Preferr (PFFV). We have compiled data on the 65 institutions that hold shares in the stock, with a total of 3.05 Million shares, which have been reported (via 13F filing form) to have a value of $72.1 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
3,396
shares
|
$80,349
0.0% of portfolio
|
Q1 2024
Reduced 26.79%
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
1,640
shares
|
$38,802
0.0% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2024 Q1 2024 |
885
shares
|
$20,939
0.0% of portfolio
|
Q2 2023
New holding
|
|
First Horizon Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
525
shares
|
$12,421
0.0% of portfolio
|
Q1 2024
Added 12.18%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
484
shares
|
$11,451
0.0% of portfolio
|
Q2 2023
Reduced 36.23%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
395
shares
|
$9,345
0.0% of portfolio
|
Q1 2024
Reduced 92.51%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
300
shares
|
$7,098
0.0% of portfolio
|
Q4 2023
New holding
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
248
shares
|
$5,867
0.0% of portfolio
|
Q1 2024
Reduced 72.41%
|
|
Gradient Investments LLC
|
Apr 23, 2024 Q1 2024 |
181
shares
|
$4,282
0.0% of portfolio
|
Q1 2024
Reduced 95.37%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
123
shares
|
$2,910
0.0% of portfolio
|
Q1 2024
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
45
shares
|
$1,064
0.0% of portfolio
|
Q4 2023
New holding
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
42
shares
|
$993
0.0% of portfolio
|
Q1 2024
Reduced 63.48%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
21
shares
|
$496
0.0% of portfolio
|
Q4 2023
Reduced 99.74%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
12
shares
|
$283
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|