Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / SMID CAPITAL STR
-
Total 13F shares
-
493,630
-
Share change
-
+38,046
-
Total reported value
-
$15,380,048
-
Price per share
-
$31.16
-
Number of holders
-
11
-
Value change
-
+$1,225,647
-
Number of buys
-
4
-
Number of sells
-
7
Institutional Holders of FIRST TR EXCHANGE TRADED FD - SMID CAPITAL STR (FSCS) as of Q4 2023
As of 31 Dec 2023,
FIRST TR EXCHANGE TRADED FD - SMID CAPITAL STR (FSCS) was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
493,630 shares.
The largest 10 holders included
LPL Financial LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, FSB PREMIER WEALTH MANAGEMENT, INC., Atria Wealth Solutions, Inc., Mariner, LLC, OSAIC HOLDINGS, INC., Global Retirement Partners, LLC, ROYAL BANK OF CANADA, UBS Group AG, and Geneos Wealth Management Inc..
This page lists
11
institutional shareholders reporting positions in this security
for the Q4 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.