Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / SMID RISNG ETF
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Number of holders
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233
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Total 13F shares, excl. options
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57.1M
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Shares change
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+16.8M
-
Total reported value, excl. options
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$1.87B
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Value change
-
+$552M
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Number of buys
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157
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Number of sells
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-56
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Price
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$32.77
Significant Holders of FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) as of Q4 2023
245 filings reported holding SDVY - FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF as of Q4 2023.
FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) has 233 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 57.1M shares
.
Largest 10 shareholders include LPL Financial LLC (9.09M shares), MORGAN STANLEY (6.23M shares), WELLS FARGO & COMPANY/MN (4.48M shares), RAYMOND JAMES & ASSOCIATES (2.58M shares), TRUIST FINANCIAL CORP (2.1M shares), ROYAL BANK OF CANADA (1.81M shares), BANK OF AMERICA CORP /DE/ (1.74M shares), UBS Group AG (1.71M shares), OSAIC HOLDINGS, INC. (1.64M shares), and Raymond James Financial Services Advisors, Inc. (1.58M shares).
This table shows the top 233 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.