Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / SMID RISNG ETF
-
Total 13F shares
-
39,306,171
-
Share change
-
+10,124,656
-
Total reported value
-
$1,109,584,367
-
Price per share
-
$28.23
-
Number of holders
-
177
-
Value change
-
+$285,768,252
-
Number of buys
-
118
-
Number of sells
-
52
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) as of Q3 2023
As of 30 Sep 2023,
FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) was held by
177 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
39,306,171 shares.
The largest 10 holders included
LPL Financial LLC, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, TRUIST FINANCIAL CORP, RAYMOND JAMES & ASSOCIATES, OSAIC HOLDINGS, INC., Royal Bank of Canada, Raymond James Financial Services Advisors, Inc., UBS Group AG, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
177
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| 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.