Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / FIRST TRUST S&P
-
Number of holders
-
14
-
Total 13F shares, excl. options
-
287K
-
Shares change
-
-226K
-
Total reported value, excl. options
-
$8.52M
-
Value change
-
-$6.67M
-
Number of buys
-
6
-
Number of sells
-
-8
-
Price
-
$29.75
Significant Holders of FIRST TR EXCHANGE TRADED FD - FIRST TRUST S&P (KNGZ) as of Q4 2023
15 filings reported holding KNGZ - FIRST TR EXCHANGE TRADED FD - FIRST TRUST S&P as of Q4 2023.
FIRST TR EXCHANGE TRADED FD - FIRST TRUST S&P (KNGZ) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 287K shares
.
Largest 10 shareholders include LPL Financial LLC (107K shares), Collaborative Wealth Managment Inc. (49K shares), CITADEL ADVISORS LLC (36.2K shares), Private Advisor Group, LLC (25.9K shares), NATIONS FINANCIAL GROUP INC, /IA/ /ADV (17.7K shares), COMMONWEALTH EQUITY SERVICES, LLC (12.3K shares), INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC (10.7K shares), OSAIC HOLDINGS, INC. (9.76K shares), Private Portfolio Partners LLC (9.66K shares), and Global Retirement Partners, LLC (4.8K shares).
This table shows the top 14 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.