Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / FIRST TRUST SMID
-
Total 13F shares
-
703,081
-
Share change
-
+193,911
-
Total reported value
-
$22,436,735
-
Price per share
-
$29.72
-
Number of holders
-
16
-
Value change
-
+$7,288,620
-
Number of buys
-
9
-
Number of sells
-
5
Institutional Holders of FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) as of Q4 2024
As of 31 Dec 2024,
FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) was held by
16 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
703,081 shares.
The largest 10 holders included
LPL Financial LLC, Aft, Forsyth & Sober, LLC, Independent Advisor Alliance, Three Cord True Wealth Management, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Archer Investment Corp, Western Wealth Management, LLC, Private Advisor Group, LLC, OSAIC HOLDINGS, INC., and Global Retirement Partners, LLC.
This page lists
16
institutional shareholders reporting positions in this security
for the Q4 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.