Q4 2020 13F Holders as of 31 Dec 2020
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Type / Class
-
Equity / FIRST TRUST SMID
-
Number of holders
-
10
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Total 13F shares, excl. options
-
228,750
-
Shares change
-
+14,166
-
Total reported value, excl. options
-
$5,510,852
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Value change
-
+$347,593
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Number of buys
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3
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Number of sells
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5
-
Price
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$24.05
Institutional Holders of FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) as of Q4 2020
As of 31 Dec 2020 FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) had 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 228,750 shares of stock of the company.
Largest 10 holders included FSB PREMIER WEALTH MANAGEMENT, INC., SUSQUEHANNA INTERNATIONAL GROUP, LLP, SignalPoint Asset Management, LLC, LPL Financial LLC, Financial Advocates Investment Management, LEVEL FOUR ADVISORY SERVICES, LLC, American Portfolios Advisors, Geneos Wealth Management Inc., ADVISOR GROUP HOLDINGS, INC., and Wagner Wealth Management, LLC.
This table shows 10 institutional shareholders of the security as of 31 Dec 2020.
| 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.