Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / FIRST TRUST SMID
-
Total 13F shares
-
767,148
-
Share change
-
-117,143
-
Total reported value
-
$20,659,654
-
Price per share
-
$26.93
-
Number of holders
-
14
-
Value change
-
-$3,149,390
-
Number of buys
-
4
-
Number of sells
-
11
Institutional Holders of FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) as of Q2 2023
As of 30 Jun 2023 FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) had 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 767,148 shares of stock of the company.
Largest 10 holders included LPL Financial LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, SILVER OAK SECURITIES, INCORPORATED, Financial Advocates Investment Management, Archer Investment Corp, OSAIC HOLDINGS, INC., ICA Group Wealth Management, LLC, Western Wealth Management, LLC, Global Retirement Partners, LLC, and PRIVATE TRUST CO NA.
This table shows 14 institutional shareholders of the security as of 30 Jun 2023.
| 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.