Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / FIRST TRUST S&P
-
Number of holders
-
16
-
Total 13F shares, excl. options
-
150,283
-
Shares change
-
+18,284
-
Total reported value, excl. options
-
$4,416,000
-
Value change
-
+$600,332
-
Number of buys
-
10
-
Number of sells
-
-3
-
Price
-
$29.39
Significant Holders of FIRST TR EXCHANGE TRADED FD - FIRST TRUST S&P (KNGZ) as of Q2 2021
18 filings reported holding KNGZ - FIRST TR EXCHANGE TRADED FD - FIRST TRUST S&P as of Q2 2021.
FIRST TR EXCHANGE TRADED FD - FIRST TRUST S&P (KNGZ) has 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 150,283 shares
.
Largest 10 shareholders include LPL Financial LLC (30,058 shares), Spire Wealth Management (25,466 shares), CITADEL ADVISORS LLC (17,207 shares), COMMONWEALTH EQUITY SERVICES, LLC (16,163 shares), OSAIC HOLDINGS, INC. (11,475 shares), Ahrens Investment Partners LLC (11,365 shares), Private Advisor Group, LLC (10,351 shares), Williams Financial, LLC (8,005 shares), GOLDMAN SACHS GROUP INC (7,000 shares), and Belpointe Asset Management LLC (6,295 shares).
This table shows the top 16 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.