Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / FIRST TRUST S&P
-
Total 13F shares
-
900,986
-
Share change
-
+65,802
-
Total reported value
-
$30,291,351
-
Price per share
-
$33.62
-
Number of holders
-
36
-
Value change
-
+$2,216,436
-
Number of buys
-
19
-
Number of sells
-
11
Institutional Holders of FIRST TR EXCHANGE TRADED FD - FIRST TRUST S&P (KNGZ) as of Q2 2025
As of 30 Jun 2025,
FIRST TR EXCHANGE TRADED FD - FIRST TRUST S&P (KNGZ) was held by
36 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
900,986 shares.
The largest 10 holders included
LPL Financial LLC, D.A. DAVIDSON & CO., Atria Wealth Solutions, Inc., Signal Advisors Wealth, LLC, Envestnet Portfolio Solutions, Inc., Kovack Advisors, Inc., OSAIC HOLDINGS, INC., NBC SECURITIES, INC., WOODMONT INVESTMENT COUNSEL LLC, and Collaborative Wealth Managment Inc..
This page lists
36
institutional shareholders reporting positions in this security
for the Q2 2025 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.