Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / FIRST TRUST SMID
-
Number of holders
-
14
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Total 13F shares, excl. options
-
476,614
-
Shares change
-
-206,466
-
Total reported value, excl. options
-
$13,135,474
-
Value change
-
-$5,706,886
-
Number of buys
-
6
-
Number of sells
-
-7
-
Price
-
$27.56
Significant Holders of FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) as of Q2 2024
17 filings reported holding FSGS - FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID as of Q2 2024.
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 476,614 shares
.
Largest 10 shareholders include LPL Financial LLC (387,898 shares), CITADEL ADVISORS LLC (43,397 shares), Archer Investment Corp (18,873 shares), Western Wealth Management, LLC (9,849 shares), OSAIC HOLDINGS, INC. (5,326 shares), INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC (4,859 shares), Global Retirement Partners, LLC (3,610 shares), PRIVATE TRUST CO NA (1,774 shares), Geneos Wealth Management Inc. (400 shares), and WELLS FARGO & COMPANY/MN (370 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.