Q3 2023 13F Holders as of 30 Sep 2023
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Type / Class
-
Equity / FIRST TRUST SMID
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Total 13F shares
-
787,681
-
Share change
-
+20,533
-
Total reported value
-
$20,114,676
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Price per share
-
$25.54
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Number of holders
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12
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Value change
-
+$461,965
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Number of buys
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7
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Number of sells
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5
Institutional Holders of FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) as of Q3 2023
As of 30 Sep 2023 FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) had 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 787,681 shares of stock of the company.
Largest 10 holders included LPL Financial LLC, Financial Advocates Investment Management, Archer Investment Corp, ICA Group Wealth Management, LLC, OSAIC HOLDINGS, INC., Western Wealth Management, LLC, Global Retirement Partners, LLC, PRIVATE TRUST CO NA, Geneos Wealth Management Inc., and HARBOUR INVESTMENTS, INC..
This table shows 12 institutional shareholders of the security as of 30 Sep 2023.
| 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.