Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / FIRST TRUST S&P
-
Number of holders
-
13
-
Total 13F shares, excl. options
-
461K
-
Shares change
-
+32.5K
-
Total reported value, excl. options
-
$13.1M
-
Value change
-
+$929K
-
Number of buys
-
5
-
Number of sells
-
-6
-
Price
-
$28.38
Significant Holders of FIRST TR EXCHANGE TRADED FD - FIRST TRUST S&P (KNGZ) as of Q1 2023
16 filings reported holding KNGZ - FIRST TR EXCHANGE TRADED FD - FIRST TRUST S&P as of Q1 2023.
FIRST TR EXCHANGE TRADED FD - FIRST TRUST S&P (KNGZ) has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 461K shares
.
Largest 10 shareholders include LPL Financial LLC (285K shares), Collaborative Wealth Managment Inc. (66.3K shares), Private Advisor Group, LLC (26.2K shares), ADVISOR GROUP HOLDINGS, INC. (23.8K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (19.5K shares), NATIONS FINANCIAL GROUP INC, /IA/ /ADV (17.5K shares), Private Portfolio Partners LLC (8.06K shares), Belpointe Asset Management LLC (7.61K shares), Ahrens Investment Partners LLC (3.93K shares), and ICA Group Wealth Management, LLC (2.15K shares).
This table shows the top 13 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.