Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / FIRST TRUST SMID
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Number of holders
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15
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Total 13F shares, excl. options
-
736K
-
Shares change
-
-51.7K
-
Total reported value, excl. options
-
$21.1M
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Value change
-
-$1.43M
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Number of buys
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7
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Number of sells
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-5
-
Price
-
$28.70
Significant Holders of FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) as of Q4 2023
16 filings reported holding FSGS - FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID as of Q4 2023.
FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) has 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 736K shares
.
Largest 10 shareholders include LPL Financial LLC (629K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (31K shares), OSAIC HOLDINGS, INC. (18.4K shares), Archer Investment Corp (16.8K shares), ICA Group Wealth Management, LLC (14.2K shares), Western Wealth Management, LLC (10.3K shares), ENVESTNET ASSET MANAGEMENT INC (8.7K shares), Global Retirement Partners, LLC (3.94K shares), PRIVATE TRUST CO NA (1.84K shares), and Geneos Wealth Management Inc. (900 shares).
This table shows the top 15 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.