Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / SMID CAPITAL STR
-
Total 13F shares
-
368,525
-
Share change
-
+5,204
-
Total reported value
-
$10,244,868
-
Price per share
-
$27.79
-
Number of holders
-
14
-
Value change
-
+$175,848
-
Number of buys
-
4
-
Number of sells
-
8
Institutional Holders of FIRST TR EXCHANGE TRADED FD - SMID CAPITAL STR (FSCS) as of Q1 2021
As of 31 Mar 2021,
FIRST TR EXCHANGE TRADED FD - SMID CAPITAL STR (FSCS) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
368,525 shares.
The largest 10 holders included
FSB PREMIER WEALTH MANAGEMENT, INC., LPL Financial LLC, SignalPoint Asset Management, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Financial Advocates Investment Management, Ahrens Investment Partners LLC, LEVEL FOUR ADVISORY SERVICES, LLC, IFG Advisory, LLC, Geneos Wealth Management Inc., and HARBOUR INVESTMENTS, INC..
This page lists
14
institutional shareholders reporting positions in this security
for the Q1 2021 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.