Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / SMID RISNG ETF
-
Number of holders
-
177
-
Total 13F shares, excl. options
-
39,306,171
-
Shares change
-
+10,124,656
-
Total reported value, excl. options
-
$1,109,584,367
-
Value change
-
+$285,768,252
-
Number of buys
-
118
-
Number of sells
-
-52
-
Price
-
$28.23
Significant Holders of FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) as of Q3 2023
189 filings reported holding SDVY - FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF as of Q3 2023.
FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) has 177 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 39,306,171 shares
.
Largest 10 shareholders include LPL Financial LLC (6,870,147 shares), MORGAN STANLEY (3,977,070 shares), WELLS FARGO & COMPANY/MN (2,468,171 shares), TRUIST FINANCIAL CORP (2,167,156 shares), RAYMOND JAMES & ASSOCIATES (1,988,933 shares), OSAIC HOLDINGS, INC. (1,764,224 shares), Royal Bank of Canada (1,269,102 shares), Raymond James Financial Services Advisors, Inc. (1,176,911 shares), UBS Group AG (1,175,873 shares), and ENVESTNET ASSET MANAGEMENT INC (1,160,618 shares).
This table shows the top 177 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.