Q2 2021 13F Holders as of 6/30/2021
-
Type / Class
-
Equity / FIRST TRUST SMID
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Number of holders
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11
-
Total 13F shares, excl. options
-
127K
-
Shares change
-
-55.1K
-
Total reported value, excl. options
-
$3.71M
-
Value change
-
-$1.53M
-
Number of buys
-
7
-
Number of sells
-
-3
-
Price
-
$29.26
Significant Holders of FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) as of Q2 2021
12 filings reported holding FSGS - FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID as of Q2 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 127K shares
.
Largest 10 shareholders include SignalPoint Asset Management, LLC (39.8K shares), LPL Financial LLC (37.1K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (27.4K shares), Western Wealth Management, LLC (9.06K shares), American Portfolios Advisors (4.41K shares), Geneos Wealth Management Inc. (2.4K shares), OSAIC HOLDINGS, INC. (2.15K shares), UBS Group AG (1.48K shares), HARBOUR INVESTMENTS, INC. (1.22K shares), and Global Retirement Partners, LLC (1K 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.