Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / LUNT US FACTOR
-
Number of holders
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56
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Total 13F shares, excl. options
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5.73M
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Shares change
-
-1.25M
-
Total reported value, excl. options
-
$157M
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Value change
-
-$34.4M
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Number of buys
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19
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Number of sells
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-46
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Price
-
$27.44
Significant Holders of FIRST TR EXCHANGE-TRADED FD - LUNT US FACTOR (FCTR) as of Q1 2023
74 filings reported holding FCTR - FIRST TR EXCHANGE-TRADED FD - LUNT US FACTOR as of Q1 2023.
FIRST TR EXCHANGE-TRADED FD - LUNT US FACTOR (FCTR) has 56 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.73M shares
.
Largest 10 shareholders include Soltis Investment Advisors LLC (1.26M shares), LPL Financial LLC (1.14M shares), Geneos Wealth Management Inc. (587K shares), Eldridge Investment Advisors, Inc. (379K shares), TRUIST FINANCIAL CORP (240K shares), SkyOak Wealth, LLC (226K shares), MERCER GLOBAL ADVISORS INC /ADV (203K shares), MORGAN STANLEY (201K shares), ARQ WEALTH ADVISORS, LLC (192K shares), and Patriot Financial Group Insurance Agency, LLC (136K shares).
This table shows the top 56 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.