Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / LNG/SHT EQUITY
-
Number of holders
-
118
-
Total 13F shares, excl. options
-
8,898,002
-
Shares change
-
+1,803,596
-
Total reported value, excl. options
-
$436,349,044
-
Value change
-
+$88,099,324
-
Number of buys
-
64
-
Number of sells
-
-42
-
Price
-
$48.87
Significant Holders of FIRST TR EXCH TRADED FD III - LNG/SHT EQUITY (FTLS) as of Q4 2022
126 filings reported holding FTLS - FIRST TR EXCH TRADED FD III - LNG/SHT EQUITY as of Q4 2022.
FIRST TR EXCH TRADED FD III - LNG/SHT EQUITY (FTLS) has 118 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8,898,002 shares
.
Largest 10 shareholders include Royal Bank of Canada (1,701,133 shares), MORGAN STANLEY (1,599,683 shares), LPL Financial LLC (763,015 shares), TRUIST FINANCIAL CORP (395,587 shares), WealthPLAN Partners, LLC (388,693 shares), WealthPlan Investment Management, LLC (388,628 shares), Financial Enhancement Group LLC (323,866 shares), ENVESTNET ASSET MANAGEMENT INC (200,108 shares), LFA - Lugano Financial Advisors SA (174,093 shares), and CENTRAL TRUST Co (158,444 shares).
This table shows the top 118 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.