Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / SMID RISNG ETF
-
Number of holders
-
87
-
Total 13F shares, excl. options
-
9,606,964
-
Shares change
-
+4,659,862
-
Total reported value, excl. options
-
$290,531,813
-
Value change
-
+$140,678,136
-
Number of buys
-
68
-
Number of sells
-
-8
-
Price
-
$30.3
Significant Holders of FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) as of Q4 2021
89 filings reported holding SDVY - FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF as of Q4 2021.
FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) has 87 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9,606,964 shares
.
Largest 10 shareholders include LPL Financial LLC (2,328,989 shares), RAYMOND JAMES & ASSOCIATES (955,298 shares), STIFEL FINANCIAL CORP (699,497 shares), COMMONWEALTH EQUITY SERVICES, LLC (532,935 shares), Crumly & Associates Inc. (385,054 shares), ADVISOR GROUP HOLDINGS, INC. (345,118 shares), Raymond James Financial Services Advisors, Inc. (338,008 shares), Private Advisor Group, LLC (333,469 shares), TRUIST FINANCIAL CORP (308,730 shares), and RiverTree Advisors, LLC (259,667 shares).
This table shows the top 87 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.