FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY)

CUSIP: 33741X102

Q2 2024 13F Holders as of 30 Jun 2024

Type / Class
Equity / SMID RISNG ETF
Total 13F shares
110,489,904
Share change
+19,798,915
Total reported value
$3,688,473,223
Price per share
$33.38
Number of holders
335
Value change
+$662,363,053
Number of buys
241
Number of sells
89

Quarterly Holders Quick Answers

What is CUSIP 33741X102?
CUSIP 33741X102 identifies SDVY - FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF in SEC institutional holdings data.

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Top shareholders of SDVY - FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) as of Q2 2024

As of 30 Jun 2024, FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) was held by 335 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 110,489,904 shares. The largest 10 holders included LPL Financial LLC, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, BANK OF AMERICA CORP /DE/, UBS Group AG, RAYMOND JAMES & ASSOCIATES, Raymond James Financial Services Advisors, Inc., Royal Bank of Canada, Capital Investment Advisors, LLC, and LVZ, Inc.. This page lists 335 institutional shareholders reporting positions in this security for the Q2 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2024 vs Q1 2024 Across Filers

Q1 2024 holders
303
Q2 2024 holders
335
Holder diff
32
Investor Q1 2024 Shares Q2 2024 Shares Share Diff Share Chg % Q1 2024 Value $ Q2 2024 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.