Q4 2022 13F Holders as of 12/31/2022
-
Type / Class
-
Equity / SMID RISNG ETF
-
Number of holders
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152
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Total 13F shares, excl. options
-
26M
-
Shares change
-
+1.15M
-
Total reported value, excl. options
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$677M
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Value change
-
+$30.8M
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Number of buys
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75
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Number of sells
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-64
-
Price
-
$26.05
Significant Holders of FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) as of Q4 2022
166 filings reported holding SDVY - FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF as of Q4 2022.
FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) has 152 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 26M shares
.
Largest 10 shareholders include LPL Financial LLC (5.7M shares), RAYMOND JAMES & ASSOCIATES (1.9M shares), MORGAN STANLEY (1.72M shares), Raymond James Financial Services Advisors, Inc. (1.4M shares), Royal Bank of Canada (1.17M shares), WELLS FARGO & COMPANY/MN (1.09M shares), ADVISOR GROUP HOLDINGS, INC. (848K shares), ENVESTNET ASSET MANAGEMENT INC (842K shares), Private Advisor Group, LLC (594K shares), and COMMONWEALTH EQUITY SERVICES, LLC (589K shares).
This table shows the top 152 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.