Q4 2022 13F Holders as of 12/31/2022
-
Type / Class
-
Equity / FIRST TRUST SMID
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Number of holders
-
14
-
Total 13F shares, excl. options
-
891K
-
Shares change
-
+122K
-
Total reported value, excl. options
-
$22.6M
-
Value change
-
+$3.13M
-
Number of buys
-
8
-
Number of sells
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-7
-
Price
-
$25.36
Significant Holders of FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) as of Q4 2022
17 filings reported holding FSGS - FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID as of Q4 2022.
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 891K shares
.
Largest 10 shareholders include LPL Financial LLC (668K shares), Archer Investment Corp (114K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (52.8K shares), SILVER OAK SECURITIES, INCORPORATED (20.6K shares), ADVISOR GROUP HOLDINGS, INC. (13K shares), Western Wealth Management, LLC (10.3K shares), PRIVATE TRUST CO NA (4.03K shares), Global Retirement Partners, LLC (3.54K shares), Belpointe Asset Management LLC (1.18K shares), and UBS Group AG (1.06K 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.