Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / SMID CAPITAL STR
-
Total 13F shares
-
415,768
-
Share change
-
+55,492
-
Total reported value
-
$11,991,206
-
Price per share
-
$28.76
-
Number of holders
-
15
-
Value change
-
+$1,610,838
-
Number of buys
-
7
-
Number of sells
-
7
Institutional Holders of FIRST TR EXCHANGE TRADED FD - SMID CAPITAL STR (FSCS) as of Q3 2021
As of 30 Sep 2021,
FIRST TR EXCHANGE TRADED FD - SMID CAPITAL STR (FSCS) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
415,768 shares.
The largest 10 holders included
FSB PREMIER WEALTH MANAGEMENT, INC., LPL Financial LLC, SignalPoint Asset Management, LLC, CITADEL ADVISORS LLC, Cetera Investment Advisers, Financial Advocates Investment Management, We Are One Seven, LLC, Ahrens Investment Partners LLC, IFG Advisory, LLC, and Integrated Wealth Concepts LLC.
This page lists
15
institutional shareholders reporting positions in this security
for the Q3 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.