Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / SMID RISNG ETF
-
Number of holders
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333
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Total 13F shares, excl. options
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110M
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Shares change
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+19.6M
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Total reported value, excl. options
-
$3.68B
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Value change
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+$656M
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Number of buys
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238
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Number of sells
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-88
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Price
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$33.38
Significant Holders of FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) as of Q2 2024
357 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 333 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 110M shares
.
Largest 10 shareholders include LPL Financial LLC (15.4M shares), MORGAN STANLEY (12.5M shares), WELLS FARGO & COMPANY/MN (8.99M shares), BANK OF AMERICA CORP /DE/ (4.9M shares), UBS Group AG (4.66M shares), RAYMOND JAMES & ASSOCIATES (3.57M shares), Raymond James Financial Services Advisors, Inc. (3.27M shares), Royal Bank of Canada (3.07M shares), Capital Investment Advisors, LLC (3.01M shares), and LVZ, Inc. (2.72M shares).
This table shows the top 333 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.