Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / FIRST TRUST SMID
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Number of holders
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18
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Total 13F shares, excl. options
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770K
-
Shares change
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+68.8K
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Total reported value, excl. options
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$23.1M
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Value change
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+$2.26M
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Number of buys
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10
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Number of sells
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-5
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Price
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$27.34
Significant Holders of FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) as of Q1 2025
21 filings reported holding FSGS - FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID as of Q1 2025.
FIRST TR EXCHANGE TRADED FD - FIRST TRUST SMID (FSGS) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 770K shares
.
Largest 10 shareholders include Aft, Forsyth & Sober, LLC (329K shares), LPL Financial LLC (315K shares), Three Cord True Wealth Management, LLC (32.3K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (21.3K shares), Archer Investment Corp (20.2K shares), CITADEL ADVISORS LLC (14.2K shares), Western Wealth Management, LLC (9.89K shares), COMMONWEALTH EQUITY SERVICES, LLC (9.54K shares), Private Advisor Group, LLC (7.43K shares), and OSAIC HOLDINGS, INC. (5.83K shares).
This table shows the top 18 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.