Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / FIRST TRUST S&P
-
Number of holders
-
25
-
Total 13F shares, excl. options
-
752K
-
Shares change
-
+136K
-
Total reported value, excl. options
-
$24.2M
-
Value change
-
+$4.39M
-
Number of buys
-
15
-
Number of sells
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-7
-
Price
-
$32.22
Significant Holders of FIRST TR EXCHANGE TRADED FD - FIRST TRUST S&P (KNGZ) as of Q4 2024
25 filings reported holding KNGZ - FIRST TR EXCHANGE TRADED FD - FIRST TRUST S&P as of Q4 2024.
FIRST TR EXCHANGE TRADED FD - FIRST TRUST S&P (KNGZ) has 25 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 752K shares
.
Largest 10 shareholders include LPL Financial LLC (386K shares), D.A. DAVIDSON & CO. (64K shares), CITADEL ADVISORS LLC (46.6K shares), Kovack Advisors, Inc. (36K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (34.7K shares), Collaborative Wealth Managment Inc. (26.2K shares), Private Advisor Group, LLC (22.2K shares), ENVESTNET ASSET MANAGEMENT INC (21.4K shares), NATIONS FINANCIAL GROUP INC, /IA/ /ADV (17.2K shares), and WOODMONT INVESTMENT COUNSEL LLC (15.3K shares).
This table shows the top 25 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.