Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / SMID RISNG ETF
-
Total 13F shares
-
132,936
-
Share change
-
+132,852
-
Total reported value
-
$4,356,301
-
Price per share
-
$32.77
-
Number of holders
-
3
-
Value change
-
+$4,353,560
-
Number of buys
-
2
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) as of Q4 2023
As of 31 Dec 2023,
FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) was held by
3 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
132,936 shares.
The largest 10 holders included
LPL Financial LLC, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, RAYMOND JAMES & ASSOCIATES, TRUIST FINANCIAL CORP, ROYAL BANK OF CANADA, BANK OF AMERICA CORP /DE/, UBS Group AG, OSAIC HOLDINGS, INC., and Raymond James Financial Services Advisors, Inc..
This page lists
235
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.