Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / SMID CAPITAL STR
-
Total 13F shares
-
512,592
-
Share change
-
+96,084
-
Total reported value
-
$17,706,509
-
Price per share
-
$34.54
-
Number of holders
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22
-
Value change
-
+$3,286,580
-
Number of buys
-
13
-
Number of sells
-
6
Institutional Holders of FIRST TR EXCHANGE TRADED FD - SMID CAPITAL STR (FSCS) as of Q1 2025
As of 31 Mar 2025 FIRST TR EXCHANGE TRADED FD - SMID CAPITAL STR (FSCS) had 22 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 512,592 shares of stock of the company.
Largest 10 holders included LPL Financial LLC, NewEdge Advisors, LLC, Bullseye Investment Management, LLC, FSB PREMIER WEALTH MANAGEMENT, INC., GOLDMAN SACHS GROUP INC, OSAIC HOLDINGS, INC., ENVESTNET ASSET MANAGEMENT INC, Cambridge Investment Research Advisors, Inc., INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC, and Cetera Investment Advisers.
This table shows 22 institutional shareholders of the security as of 31 Mar 2025.
| 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.