Q4 2020 13F Holders as of 31 Dec 2020
-
Type / Class
-
Equity / SMID RISNG ETF
-
Total 13F shares
-
166,186
-
Share change
-
+25,998
-
Total reported value
-
$3,939,000
-
Price per share
-
$23.73
-
Number of holders
-
9
-
Value change
-
+$617,144
-
Number of buys
-
4
-
Number of sells
-
3
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) as of Q4 2020
As of 31 Dec 2020 FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) had 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 166,186 shares of stock of the company.
Largest 9 holders included Financial Advocates Investment Management, ADVISOR GROUP HOLDINGS, INC., Altus Wealth Group LLC, ROYAL BANK OF CANADA, Old Port Advisors, Equitable Holdings, Inc., LPL Financial LLC, BENJAMIN F. EDWARDS & COMPANY, INC., and PROEQUITIES, INC..
This table shows 9 institutional shareholders of the security as of 31 Dec 2020.
| 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.