Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / FIRST TRUST SMID
-
Number of holders
-
14
-
Total 13F shares, excl. options
-
494,867
-
Shares change
-
+154,609
-
Total reported value, excl. options
-
$14,737,283
-
Value change
-
+$4,644,615
-
Number of buys
-
8
-
Number of sells
-
-5
-
Price
-
$29.78
Significant Holders of FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) as of Q4 2021
15 filings reported holding FSGS - FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID as of Q4 2021.
FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 494,867 shares
.
Largest 10 shareholders include LPL Financial LLC (303,993 shares), Archer Investment Corp (95,396 shares), SignalPoint Asset Management, LLC (49,815 shares), Western Wealth Management, LLC (11,171 shares), FSB PREMIER WEALTH MANAGEMENT, INC. (9,359 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (8,784 shares), Ahrens Investment Partners LLC (5,082 shares), American Portfolios Advisors (3,875 shares), UBS Group AG (2,341 shares), and Geneos Wealth Management Inc. (1,800 shares).
This table shows the top 14 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.