Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / FIRST TRUST SMID
-
Number of holders
-
19
-
Total 13F shares, excl. options
-
886K
-
Shares change
-
-14.8K
-
Total reported value, excl. options
-
$23.5M
-
Value change
-
-$393K
-
Number of buys
-
10
-
Number of sells
-
-6
-
Price
-
$26.55
Significant Holders of FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) as of Q1 2023
19 filings reported holding FSGS - FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID as of Q1 2023.
FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) has 19 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 886K shares
.
Largest 10 shareholders include LPL Financial LLC (656K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (85.2K shares), Financial Advocates Investment Management (43.8K shares), Archer Investment Corp (25.3K shares), SILVER OAK SECURITIES, INCORPORATED (20.2K shares), ADVISOR GROUP HOLDINGS, INC. (15.2K shares), Arrowroot Family Office, LLC (10.5K shares), Western Wealth Management, LLC (9.95K shares), ICA Group Wealth Management, LLC (4.08K shares), and Global Retirement Partners, LLC (3.97K shares).
This table shows the top 19 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.