Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / FIRST TRUST SMID
-
Total 13F shares
-
769,547
-
Share change
-
+68,780
-
Total reported value
-
$23,063,847
-
Price per share
-
$27.34
-
Number of holders
-
18
-
Value change
-
+$2,260,389
-
Number of buys
-
10
-
Number of sells
-
5
Institutional Holders of FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) as of Q1 2025
As of 31 Mar 2025,
FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) was held by
18 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
769,547 shares.
The largest 10 holders included
Aft, Forsyth & Sober, LLC, LPL Financial LLC, Three Cord True Wealth Management, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Archer Investment Corp, CITADEL ADVISORS LLC, Western Wealth Management, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Private Advisor Group, LLC, and OSAIC HOLDINGS, INC..
This page lists
18
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| 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.