Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / SMID RISNG ETF
-
Number of holders
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162
-
Total shares
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27.7M
-
Shares change
-
+1.55M
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Total reported value, excl. options
-
$739M
-
Value change
-
+$41.3M
-
Number of buys
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102
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Number of sells
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-57
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Price
-
$26.65
Significant Holders of FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) as of Q1 2023
162 filings reported holding SDVY - FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF as of Q1 2023.
FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) has 162 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 27.7M shares
.
Largest 10 shareholders include LPL Financial LLC (6.38M shares), RAYMOND JAMES & ASSOCIATES (2.01M shares), WELLS FARGO & COMPANY/MN (1.47M shares), MORGAN STANLEY (1.46M shares), Raymond James Financial Services Advisors, Inc. (1.27M shares), Royal Bank of Canada (1.19M shares), ADVISOR GROUP HOLDINGS, INC. (861K shares), ENVESTNET ASSET MANAGEMENT INC (790K shares), Private Advisor Group, LLC (594K shares), and STIFEL FINANCIAL CORP (545K shares).
This table shows the top 162 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.