Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / SMID RISNG ETF
-
Number of holders
-
21
-
Total 13F shares, excl. options
-
669,429
-
Shares change
-
+486,803
-
Total reported value, excl. options
-
$19,048,400
-
Value change
-
+$13,826,369
-
Number of buys
-
17
-
Number of sells
-
-1
-
Price
-
$28.4
Significant Holders of FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) as of Q1 2021
21 filings reported holding SDVY - FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF as of Q1 2021.
FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) has 21 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 669,429 shares
.
Largest 10 shareholders include LPL Financial LLC (314,098 shares), ADVISOR GROUP HOLDINGS, INC. (49,871 shares), Financial Advocates Investment Management (45,041 shares), CITADEL ADVISORS LLC (40,812 shares), ROYAL BANK OF CANADA (30,392 shares), Altus Wealth Group LLC (28,239 shares), Eldridge Investment Advisors, Inc. (27,333 shares), Old Port Advisors (16,681 shares), HARBOUR INVESTMENTS, INC. (16,440 shares), and Cetera Advisor Networks LLC (15,881 shares).
This table shows the top 21 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.