Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / FIRST TRUST SMID
-
Total 13F shares
-
683,080
-
Share change
-
-52,872
-
Total reported value
-
$19,727,363
-
Price per share
-
$28.88
-
Number of holders
-
15
-
Value change
-
-$1,519,746
-
Number of buys
-
5
-
Number of sells
-
9
Institutional Holders of FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) as of Q1 2024
As of 31 Mar 2024,
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
683,080 shares.
The largest 10 holders included
LPL Financial LLC, Archer Investment Corp, ICA Group Wealth Management, LLC, Western Wealth Management, LLC, OSAIC HOLDINGS, INC., Global Retirement Partners, LLC, PRIVATE TRUST CO NA, HARBOUR INVESTMENTS, INC., Geneos Wealth Management Inc., and WELLS FARGO & COMPANY/MN.
This page lists
15
institutional shareholders reporting positions in this security
for the Q1 2024 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.