Q1 2023 13F Holders as of 31 Mar 2023
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Type / Class
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Equity / FIRST TRUST S&P
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Total 13F shares
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466,437
-
Share change
-
+34,548
-
Total reported value
-
$13,229,512
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Price per share
-
$28.38
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Number of holders
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14
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Value change
-
+$986,145
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Number of buys
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7
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Number of sells
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6
Institutional Holders of FIRST TR EXCHANGE TRADED FD - FIRST TRUST S&P (KNGZ) as of Q1 2023
As of 31 Mar 2023 FIRST TR EXCHANGE TRADED FD - FIRST TRUST S&P (KNGZ) had 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 466,437 shares of stock of the company.
Largest 10 holders included LPL Financial LLC, Collaborative Wealth Managment Inc., Private Advisor Group, LLC, ADVISOR GROUP HOLDINGS, INC., SUSQUEHANNA INTERNATIONAL GROUP, LLP, NATIONS FINANCIAL GROUP INC, /IA/ /ADV, Private Portfolio Partners LLC, Belpointe Asset Management LLC, Global Retirement Partners, LLC, and Ahrens Investment Partners LLC.
This table shows 14 institutional shareholders of the security as of 31 Mar 2023.
| 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.