Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / SMID RISNG ETF
-
Total 13F shares
-
90,411,437
-
Share change
-
+27,729,647
-
Total reported value
-
$3,144,511,543
-
Price per share
-
$34.82
-
Number of holders
-
303
-
Value change
-
+$966,984,898
-
Number of buys
-
240
-
Number of sells
-
55
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) as of Q1 2024
As of 31 Mar 2024 FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) had 303 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 90,411,437 shares of stock of the company.
Largest 10 holders included LPL Financial LLC, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, UBS Group AG, BANK OF AMERICA CORP /DE/, RAYMOND JAMES & ASSOCIATES, Royal Bank of Canada, LVZ, Inc., TRUIST FINANCIAL CORP, and Raymond James Financial Services Advisors, Inc..
This table shows 303 institutional shareholders of the security as of 31 Mar 2024.
| 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.