Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / LUNT US FACTOR
-
Total 13F shares
-
5,726,268
-
Share change
-
-1,283,595
-
Total reported value
-
$157,112,452
-
Price per share
-
$27.44
-
Number of holders
-
56
-
Value change
-
-$35,438,791
-
Number of buys
-
19
-
Number of sells
-
47
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - LUNT US FACTOR (FCTR) as of Q1 2023
As of 31 Mar 2023,
FIRST TR EXCHANGE-TRADED FD - LUNT US FACTOR (FCTR) was held by
56 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,726,268 shares.
The largest 10 holders included
Soltis Investment Advisors LLC, LPL Financial LLC, Geneos Wealth Management Inc., Eldridge Investment Advisors, Inc., TRUIST FINANCIAL CORP, SkyOak Wealth, LLC, MERCER GLOBAL ADVISORS INC /ADV, MORGAN STANLEY, ARQ WEALTH ADVISORS, LLC, and Patriot Financial Group Insurance Agency, LLC.
This page lists
56
institutional shareholders reporting positions in this security
for the Q1 2023 filing period.
| 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.