Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / SMID CAPITAL STR
-
Number of holders
-
15
-
Total 13F shares, excl. options
-
415,768
-
Shares change
-
+55,492
-
Total reported value, excl. options
-
$11,991,206
-
Value change
-
+$1,610,839
-
Number of buys
-
7
-
Number of sells
-
-7
-
Price
-
$28.76
Significant Holders of FIRST TR EXCHANGE TRADED FD - SMID CAPITAL STR (FSCS) as of Q3 2021
18 filings reported holding FSCS - FIRST TR EXCHANGE TRADED FD - SMID CAPITAL STR as of Q3 2021.
FIRST TR EXCHANGE TRADED FD - SMID CAPITAL STR (FSCS) has 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 415,768 shares
.
Largest 10 shareholders include FSB PREMIER WEALTH MANAGEMENT, INC. (135,217 shares), LPL Financial LLC (98,804 shares), SignalPoint Asset Management, LLC (78,003 shares), CITADEL ADVISORS LLC (27,307 shares), Cetera Investment Advisers (18,359 shares), Financial Advocates Investment Management (13,817 shares), We Are One Seven, LLC (11,497 shares), Ahrens Investment Partners LLC (9,794 shares), IFG Advisory, LLC (8,101 shares), and Integrated Wealth Concepts LLC (7,423 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.