Q3 2022 13F Holders as of 30 Sep 2022
-
Type / Class
-
Equity / SMID RISNG ETF
-
Number of holders
-
140
-
Total 13F shares, excl. options
-
24,509,659
-
Shares change
-
+1,384,806
-
Total reported value, excl. options
-
$567,480,621
-
Value change
-
+$31,447,152
-
Number of buys
-
79
-
Number of sells
-
-66
-
Price
-
$23.13
Significant Holders of FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) as of Q3 2022
154 filings reported holding SDVY - FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF as of Q3 2022.
FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) has 140 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 24,509,659 shares
.
Largest 10 shareholders include LPL Financial LLC (4,979,711 shares), MORGAN STANLEY (2,014,813 shares), RAYMOND JAMES & ASSOCIATES (1,842,947 shares), ENVESTNET ASSET MANAGEMENT INC (1,143,539 shares), Raymond James Financial Services Advisors, Inc. (1,060,845 shares), ROYAL BANK OF CANADA (1,039,276 shares), ADVISOR GROUP HOLDINGS, INC. (878,740 shares), TRUIST FINANCIAL CORP (688,677 shares), COMMONWEALTH EQUITY SERVICES, LLC (648,133 shares), and Cambridge Investment Research Advisors, Inc. (613,498 shares).
This table shows the top 140 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.