Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / SMID CAPITAL STR
-
Number of holders
-
14
-
Total 13F shares, excl. options
-
368,525
-
Shares change
-
+5,204
-
Total reported value, excl. options
-
$10,244,868
-
Value change
-
+$175,846
-
Number of buys
-
4
-
Number of sells
-
-8
-
Price
-
$27.79
Significant Holders of FIRST TR EXCHANGE TRADED FD - SMID CAPITAL STR (FSCS) as of Q1 2021
16 filings reported holding FSCS - FIRST TR EXCHANGE TRADED FD - SMID CAPITAL STR as of Q1 2021.
FIRST TR EXCHANGE TRADED FD - SMID CAPITAL STR (FSCS) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 368,525 shares
.
Largest 10 shareholders include FSB PREMIER WEALTH MANAGEMENT, INC. (165,779 shares), LPL Financial LLC (59,690 shares), SignalPoint Asset Management, LLC (58,020 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (34,009 shares), Financial Advocates Investment Management (14,947 shares), Ahrens Investment Partners LLC (9,794 shares), LEVEL FOUR ADVISORY SERVICES, LLC (9,277 shares), IFG Advisory, LLC (8,050 shares), Geneos Wealth Management Inc. (2,600 shares), and HARBOUR INVESTMENTS, INC. (1,961 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.