Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / FIRST TRUST SMID
-
Number of holders
-
11
-
Total 13F shares, excl. options
-
181,760
-
Shares change
-
-48,208
-
Total reported value, excl. options
-
$5,136,063
-
Value change
-
-$1,280,679
-
Number of buys
-
5
-
Number of sells
-
-7
-
Price
-
$28.25
Significant Holders of FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) as of Q1 2021
14 filings reported holding FSGS - FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID as of Q1 2021.
FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 181,760 shares
.
Largest 10 shareholders include FSB PREMIER WEALTH MANAGEMENT, INC. (79,493 shares), SignalPoint Asset Management, LLC (38,581 shares), LPL Financial LLC (32,139 shares), Western Wealth Management, LLC (8,738 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (7,800 shares), American Portfolios Advisors (5,522 shares), UBS Group AG (2,799 shares), Geneos Wealth Management Inc. (2,400 shares), ADVISOR GROUP HOLDINGS, INC. (2,070 shares), and HARBOUR INVESTMENTS, INC. (1,218 shares).
This table shows the top 11 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.