Q1 2020 13F Holders as of 3/31/2020
-
Type / Class
-
Equity / ENERGY ALPHADX
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Number of holders
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40
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Total 13F shares, excl. options
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2.28M
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Shares change
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-1.18M
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Total reported value, excl. options
-
$9.07M
-
Value change
-
-$6.3M
-
Number of buys
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15
-
Number of sells
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-39
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Price
-
$3.98
Significant Holders of FIRST TR EXCHANGE TRADED FD - ENERGY ALPHADX (FXN) as of Q1 2020
59 filings reported holding FXN - FIRST TR EXCHANGE TRADED FD - ENERGY ALPHADX as of Q1 2020.
FIRST TR EXCHANGE TRADED FD - ENERGY ALPHADX (FXN) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.28M shares
.
Largest 10 shareholders include MORGAN STANLEY (523K shares), WELLS FARGO & COMPANY/MN (446K shares), BANK OF AMERICA CORP /DE/ (212K shares), LPL Financial LLC (172K shares), UBS Group AG (102K shares), Cypress Wealth Services, LLC (101K shares), Advisor Group Holdings, Inc. (95.3K shares), RAYMOND JAMES & ASSOCIATES (76.9K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (57.2K shares), and Cambridge Investment Research Advisors, Inc. (50.5K shares).
This table shows the top 40 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.