Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / SMID RISNG ETF
-
Total 13F shares
-
27,765,704
-
Share change
-
+1,565,438
-
Total reported value
-
$739,689,799
-
Price per share
-
$26.65
-
Number of holders
-
163
-
Value change
-
+$41,806,792
-
Number of buys
-
104
-
Number of sells
-
57
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) as of Q1 2023
As of 31 Mar 2023 FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) had 163 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 27,765,704 shares of stock of the company.
Largest 10 holders included LPL Financial LLC, RAYMOND JAMES & ASSOCIATES, WELLS FARGO & COMPANY/MN, MORGAN STANLEY, Raymond James Financial Services Advisors, Inc., Royal Bank of Canada, ADVISOR GROUP HOLDINGS, INC., ENVESTNET ASSET MANAGEMENT INC, Private Advisor Group, LLC, and STIFEL FINANCIAL CORP.
This table shows 163 institutional shareholders of the security as of 31 Mar 2023.
| 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.