Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / SMID CAPITAL STR
-
Total 13F shares
-
261,254
-
Share change
-
-152,958
-
Total reported value
-
$7,057,964
-
Price per share
-
$27.11
-
Number of holders
-
17
-
Value change
-
-$3,821,257
-
Number of buys
-
8
-
Number of sells
-
9
Institutional Holders of FIRST TR EXCHANGE TRADED FD - SMID CAPITAL STR (FSCS) as of Q4 2022
As of 31 Dec 2022,
FIRST TR EXCHANGE TRADED FD - SMID CAPITAL STR (FSCS) was held by
17 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
261,254 shares.
The largest 10 holders included
LPL Financial LLC, SILVER OAK SECURITIES, INCORPORATED, FSB PREMIER WEALTH MANAGEMENT, INC., CITADEL ADVISORS LLC, Resources Investment Advisors, LLC., Atria Wealth Solutions, Inc., Financial Advocates Investment Management, ADVISOR GROUP HOLDINGS, INC., Mariner, LLC, and IFP Advisors, Inc.
This page lists
17
institutional shareholders reporting positions in this security
for the Q4 2022 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.