Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / LUNT US FACTOR
-
Number of holders
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54
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Total 13F shares, excl. options
-
3.67M
-
Shares change
-
-2.37M
-
Total reported value, excl. options
-
$96.2M
-
Value change
-
-$63.1M
-
Number of buys
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17
-
Number of sells
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-42
-
Price
-
$26.27
Significant Holders of FIRST TR EXCHANGE-TRADED FD - LUNT US FACTOR (FCTR) as of Q2 2023
65 filings reported holding FCTR - FIRST TR EXCHANGE-TRADED FD - LUNT US FACTOR as of Q2 2023.
FIRST TR EXCHANGE-TRADED FD - LUNT US FACTOR (FCTR) has 54 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.67M shares
.
Largest 10 shareholders include Soltis Investment Advisors LLC (1.1M shares), Geneos Wealth Management Inc. (642K shares), Lunt Capital Management, Inc. (282K shares), LPL Financial LLC (249K shares), Eldridge Investment Advisors, Inc. (245K shares), MORGAN STANLEY (163K shares), Patriot Financial Group Insurance Agency, LLC (129K shares), MERCER GLOBAL ADVISORS INC /ADV (104K shares), Wolf Group Capital Advisors (73.4K shares), and Royal Bank of Canada (65.9K shares).
This table shows the top 54 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.