CUSIP: 66538R631
Q4 2023 13F Holders as of 31 Dec 2023
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Type / Class
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Equity / FPA GBL EQTY ETF
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Total 13F shares
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1,599,925
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Share change
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+1,164,435
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Total reported value
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$42,490,824
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Price per share
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$26.56
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Number of holders
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9
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Value change
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+$30,996,297
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Number of buys
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6
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Number of sells
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3
Quarterly Holders Quick Answers
What is CUSIP 66538R631?
CUSIP 66538R631 identifies FPAG - NORTHERN LTS FD TR III - FPA GBL EQTY ETF in SEC institutional holdings data.
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Newer quarter:
Q1 2024
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Previous quarter:
Q3 2023
Recent filing periods for CUSIP 66538R631:
Institutional Holders of NORTHERN LTS FD TR III - FPA GBL EQTY ETF (FPAG) as of Q4 2023
As of 31 Dec 2023,
NORTHERN LTS FD TR III - FPA GBL EQTY ETF (FPAG) was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,599,925 shares.
The largest 9 holders included
Mesirow Financial Investment Management, Inc., Verum Partners LLC, NavPoint Financial, Inc., Compass Ion Advisors, LLC, Argent Trust Co, Private Advisor Group, LLC, Lakeside Advisors, INC., OSAIC HOLDINGS, INC., and MORGAN STANLEY.
This page lists
9
institutional shareholders reporting positions in this security
for the Q4 2023 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.