Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / SMID RISNG ETF
-
Number of holders
-
475
-
Total 13F shares, excl. options
-
176,283,246
-
Shares change
-
+12,522,717
-
Total reported value, excl. options
-
$5,904,277,250
-
Value change
-
+$410,889,709
-
Number of buys
-
314
-
Number of sells
-
167
-
Price
-
$33.50
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) as of Q1 2025
As of 31 Mar 2025 FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) had 475 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 176,283,246 shares of stock of the company.
Largest 10 holders included LPL Financial LLC, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, RAYMOND JAMES FINANCIAL INC, BANK OF AMERICA CORP /DE/, UBS Group AG, ROYAL BANK OF CANADA, Cetera Investment Advisers, Capital Investment Advisors, LLC, and STIFEL FINANCIAL CORP.
This table shows 478 institutional shareholders of the security as of 31 Mar 2025.
| 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.