Q4 2019 13F Holders as of 12/31/2019
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Type / Class
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Equity / FIRST TRUST SMID
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Number of holders
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8
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Total 13F shares, excl. options
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69.8K
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Shares change
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-24.6K
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Total reported value, excl. options
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$1.55M
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Value change
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-$494K
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Number of buys
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2
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Number of sells
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-6
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Price
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$22.07
Significant Holders of FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) as of Q4 2019
10 filings reported holding FSGS - FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID as of Q4 2019.
FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 69.8K shares
.
Largest 10 shareholders include LPL Financial LLC (25K shares), LEVEL FOUR ADVISORY SERVICES, LLC (16.1K shares), Independent Advisor Alliance (10.7K shares), Strategic Wealth Advisors Group, LLC (10.1K shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (3.5K shares), Geneos Wealth Management Inc. (2.4K shares), VERUS CAPITAL PARTNERS, LLC (1.96K shares), Advisor Group, Inc. (138 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (0 shares), and First Allied Advisory Services, Inc. (0 shares).
This table shows the top 8 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.