Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / FIRST TRUST SMID
-
Total 13F shares
-
735,952
-
Share change
-
-51,731
-
Total reported value
-
$21,115,960
-
Price per share
-
$28.70
-
Number of holders
-
15
-
Value change
-
-$1,425,971
-
Number of buys
-
6
-
Number of sells
-
5
Institutional Holders of FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) as of Q4 2023
As of 31 Dec 2023,
FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
735,952 shares.
The largest 10 holders included
LPL Financial LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, OSAIC HOLDINGS, INC., Archer Investment Corp, ICA Group Wealth Management, LLC, Western Wealth Management, LLC, ENVESTNET ASSET MANAGEMENT INC, Global Retirement Partners, LLC, PRIVATE TRUST CO NA, and Geneos Wealth Management Inc..
This page lists
15
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.