Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / FIRST TRUST SMID
-
Total 13F shares
-
476,614
-
Share change
-
-206,466
-
Total reported value
-
$13,135,474
-
Price per share
-
$27.56
-
Number of holders
-
14
-
Value change
-
-$5,706,891
-
Number of buys
-
6
-
Number of sells
-
7
Institutional Holders of FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) as of Q2 2024
As of 30 Jun 2024,
FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
476,614 shares.
The largest 10 holders included
LPL Financial LLC, CITADEL ADVISORS LLC, Archer Investment Corp, Western Wealth Management, LLC, OSAIC HOLDINGS, INC., INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC, Global Retirement Partners, LLC, PRIVATE TRUST CO NA, Geneos Wealth Management Inc., and WELLS FARGO & COMPANY/MN.
This page lists
14
institutional shareholders reporting positions in this security
for the Q2 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.