Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / FIRST TRUST SMID
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Number of holders
-
10
-
Total 13F shares, excl. options
-
330,882
-
Shares change
-
+213,286
-
Total reported value, excl. options
-
$9,378,308
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Value change
-
+$6,018,601
-
Number of buys
-
4
-
Number of sells
-
-8
-
Price
-
$28.35
Significant Holders of FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) as of Q3 2021
12 filings reported holding FSGS - FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID as of Q3 2021.
FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 330,882 shares
.
Largest 10 shareholders include LPL Financial LLC (176,377 shares), Archer Investment Corp (69,392 shares), SignalPoint Asset Management, LLC (48,143 shares), CITADEL ADVISORS LLC (26,315 shares), American Portfolios Advisors (4,023 shares), Geneos Wealth Management Inc. (2,100 shares), ADVISOR GROUP HOLDINGS, INC. (2,029 shares), HARBOUR INVESTMENTS, INC. (1,092 shares), Global Retirement Partners, LLC (805 shares), and UBS Group AG (606 shares).
This table shows the top 10 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.