Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / LUNT US FACTOR
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Number of holders
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43
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Total 13F shares, excl. options
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3.04M
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Shares change
-
-624K
-
Total reported value, excl. options
-
$74.9M
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Value change
-
-$16M
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Number of buys
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11
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Number of sells
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-39
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Price
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$24.63
Significant Holders of FIRST TR EXCHANGE-TRADED FD - LUNT US FACTOR (FCTR) as of Q3 2023
57 filings reported holding FCTR - FIRST TR EXCHANGE-TRADED FD - LUNT US FACTOR as of Q3 2023.
FIRST TR EXCHANGE-TRADED FD - LUNT US FACTOR (FCTR) has 43 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.04M shares
.
Largest 10 shareholders include Soltis Investment Advisors LLC (1.02M shares), Geneos Wealth Management Inc. (480K shares), Lunt Capital Management, Inc. (296K shares), LPL Financial LLC (186K shares), Patriot Financial Group Insurance Agency, LLC (127K shares), Ameritas Advisory Services, LLC (114K shares), MORGAN STANLEY (108K shares), Royal Bank of Canada (72K shares), MERCER GLOBAL ADVISORS INC /ADV (70.5K shares), and CITADEL ADVISORS LLC (59K shares).
This table shows the top 43 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.