Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / LUNT US FACTOR
-
Total 13F shares
-
1,733,642
-
Share change
-
-268,110
-
Total reported value
-
$53,520,094
-
Price per share
-
$31.07
-
Number of holders
-
46
-
Value change
-
-$8,255,110
-
Number of buys
-
12
-
Number of sells
-
31
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - LUNT US FACTOR (FCTR) as of Q1 2024
As of 31 Mar 2024,
FIRST TR EXCHANGE-TRADED FD - LUNT US FACTOR (FCTR) was held by
46 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,733,642 shares.
The largest 10 holders included
Geneos Wealth Management Inc., Lunt Capital Management, Inc., Soltis Investment Advisors LLC, LPL Financial LLC, Wolf Group Capital Advisors, Royal Bank of Canada, MORGAN STANLEY, GOLDMAN SACHS GROUP INC, GTS SECURITIES LLC, and MERCER GLOBAL ADVISORS INC /ADV.
This page lists
46
institutional shareholders reporting positions in this security
for the Q1 2024 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.