Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / SMID CAPITAL STR
-
Total 13F shares
-
455,584
-
Share change
-
+279,146
-
Total reported value
-
$12,564,014
-
Price per share
-
$27.58
-
Number of holders
-
13
-
Value change
-
+$7,642,579
-
Number of buys
-
6
-
Number of sells
-
6
Institutional Holders of FIRST TR EXCHANGE TRADED FD - SMID CAPITAL STR (FSCS) as of Q3 2023
As of 30 Sep 2023,
FIRST TR EXCHANGE TRADED FD - SMID CAPITAL STR (FSCS) was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
455,584 shares.
The largest 10 holders included
LPL Financial LLC, FSB PREMIER WEALTH MANAGEMENT, INC., SUSQUEHANNA INTERNATIONAL GROUP, LLP, OneDigital Investment Advisors LLC, Atria Wealth Solutions, Inc., Mariner, LLC, OSAIC HOLDINGS, INC., Global Retirement Partners, LLC, Royal Bank of Canada, and UBS Group AG.
This page lists
13
institutional shareholders reporting positions in this security
for the Q3 2023 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.