Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / FIRST TRUST SMID
-
Number of holders
-
7
-
Total 13F shares, excl. options
-
86,845
-
Shares change
-
+19,249
-
Total reported value, excl. options
-
$1,290,726
-
Value change
-
+$132,959
-
Number of buys
-
3
-
Number of sells
-
-4
-
Price
-
$14.84
Significant Holders of FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) as of Q1 2020
9 filings reported holding FSGS - FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID as of Q1 2020.
FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 86,845 shares
.
Largest 9 shareholders include SUSQUEHANNA INTERNATIONAL GROUP, LLP (36,206 shares), LPL Financial LLC (27,097 shares), LEVEL FOUR ADVISORY SERVICES, LLC (13,764 shares), American Portfolios Advisors (3,957 shares), Geneos Wealth Management Inc. (2,400 shares), VERUS CAPITAL PARTNERS, LLC (1,947 shares), Advisor Group Holdings, Inc. (1,474 shares), Strategic Wealth Advisors Group, LLC (0 shares), and Independent Advisor Alliance (0 shares).
This table shows the top 7 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.