Q1 2025 13F Holders as of 31 Mar 2025
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Type / Class
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Equity / FIRST TRUST SMID
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Number of holders
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18
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Total 13F shares, excl. options
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769,547
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Shares change
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+68,780
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Total reported value, excl. options
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$23,063,847
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Value change
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+$2,260,389
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Number of buys
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10
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Number of sells
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5
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Price
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$27.34
Institutional Holders of FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) as of Q1 2025
As of 31 Mar 2025 FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) had 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 769,547 shares of stock of the company.
Largest 10 holders included Aft, Forsyth & Sober, LLC, LPL Financial LLC, Three Cord True Wealth Management, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Archer Investment Corp, CITADEL ADVISORS LLC, Western Wealth Management, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Private Advisor Group, LLC, and OSAIC HOLDINGS, INC..
This table shows 18 institutional shareholders of the security as of 31 Mar 2025.
| 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.