Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / SMID RISNG ETF
-
Number of holders
-
335
-
Total 13F shares, excl. options
-
110,489,904
-
Shares change
-
+19,798,915
-
Total reported value, excl. options
-
$3,688,473,223
-
Value change
-
+$662,363,053
-
Number of buys
-
241
-
Number of sells
-
-89
-
Price
-
$33.38
Significant Holders of FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) as of Q2 2024
359 filings reported holding SDVY - FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF as of Q2 2024.
FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) has 335 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 110,489,904 shares
.
Largest 10 shareholders include LPL Financial LLC (15,358,397 shares), MORGAN STANLEY (12,457,385 shares), WELLS FARGO & COMPANY/MN (8,987,739 shares), BANK OF AMERICA CORP /DE/ (4,895,662 shares), UBS Group AG (4,662,418 shares), RAYMOND JAMES & ASSOCIATES (3,565,684 shares), Raymond James Financial Services Advisors, Inc. (3,266,343 shares), Royal Bank of Canada (3,065,440 shares), Capital Investment Advisors, LLC (3,007,808 shares), and LVZ, Inc. (2,716,224 shares).
This table shows the top 335 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.