Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / SMID CAPITAL STR
-
Total 13F shares
-
512,592
-
Share change
-
+96,084
-
Total reported value
-
$17,706,509
-
Price per share
-
$34.54
-
Number of holders
-
22
-
Value change
-
+$3,286,579
-
Number of buys
-
13
-
Number of sells
-
6
Institutional Holders of FIRST TR EXCHANGE TRADED FD - SMID CAPITAL STR (FSCS) as of Q1 2025
As of 31 Mar 2025,
FIRST TR EXCHANGE TRADED FD - SMID CAPITAL STR (FSCS) was held by
22 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
512,592 shares.
The largest 10 holders included
LPL Financial LLC, NewEdge Advisors, LLC, Bullseye Investment Management, LLC, FSB PREMIER WEALTH MANAGEMENT, INC., GOLDMAN SACHS GROUP INC, OSAIC HOLDINGS, INC., ENVESTNET ASSET MANAGEMENT INC, Cambridge Investment Research Advisors, Inc., INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC, and Cetera Investment Advisers.
This page lists
22
institutional shareholders reporting positions in this security
for the Q1 2025 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.