Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / SMID CAPITAL STR
-
Number of holders
-
11
-
Total 13F shares, excl. options
-
493,630
-
Shares change
-
+38,046
-
Total reported value, excl. options
-
$15,380,048
-
Value change
-
+$1,225,646
-
Number of buys
-
4
-
Number of sells
-
-7
-
Price
-
$31.16
Significant Holders of FIRST TR EXCHANGE TRADED FD - SMID CAPITAL STR (FSCS) as of Q4 2023
13 filings reported holding FSCS - FIRST TR EXCHANGE TRADED FD - SMID CAPITAL STR as of Q4 2023.
FIRST TR EXCHANGE TRADED FD - SMID CAPITAL STR (FSCS) has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 493,630 shares
.
Largest 10 shareholders include LPL Financial LLC (399,373 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (47,749 shares), FSB PREMIER WEALTH MANAGEMENT, INC. (19,671 shares), Atria Wealth Solutions, Inc. (8,558 shares), Mariner, LLC (7,130 shares), OSAIC HOLDINGS, INC. (4,072 shares), Global Retirement Partners, LLC (2,059 shares), ROYAL BANK OF CANADA (1,664 shares), UBS Group AG (1,397 shares), and Geneos Wealth Management Inc. (1,100 shares).
This table shows the top 11 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.