Q3 2021 13F Holders as of 9/30/2021
-
Type / Class
-
Equity / FIRST TRUST SMID
-
Number of holders
-
10
-
Total shares
-
331K
-
Shares change
-
+213K
-
Total reported value, excl. options
-
$9.38M
-
Value change
-
+$6.02M
-
Number of buys
-
4
-
Number of sells
-
-8
-
Price
-
$28.35
Significant Holders of FIRST TR EXCHANGE-TRADED FD - FIRST TRUST SMID (FSGS) as of Q3 2021
10 filings reported holding FSGS - FIRST TR EXCHANGE-TRADED FD - FIRST TRUST SMID as of Q3 2021.
FIRST TR EXCHANGE-TRADED FD - FIRST TRUST SMID (FSGS) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 331K shares
.
Largest 10 shareholders include LPL Financial LLC (176K shares), Archer Investment Corp (69.4K shares), SignalPoint Asset Management, LLC (48.1K shares), CITADEL ADVISORS LLC (26.3K shares), American Portfolios Advisors (4.02K shares), Geneos Wealth Management Inc. (2.1K shares), ADVISOR GROUP HOLDINGS, INC. (2.03K shares), HARBOUR INVESTMENTS, INC. (1.09K shares), Global Retirement Partners, LLC (805 shares), and UBS Group AG (606 shares).
This table shows the top 10 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.