Q1 2021 13F Holders as of 3/31/2021
-
Type / Class
-
Equity / ENERGY ALPHADX
-
Number of holders
-
95
-
Total 13F shares, excl. options
-
20.5M
-
Shares change
-
+9.06M
-
Total reported value, excl. options
-
$207M
-
Value change
-
+$91.8M
-
Number of buys
-
67
-
Number of sells
-
-20
-
Price
-
$10.12
Significant Holders of FIRST TR EXCHANGE TRADED FD - ENERGY ALPHADX (FXN) as of Q1 2021
101 filings reported holding FXN - FIRST TR EXCHANGE TRADED FD - ENERGY ALPHADX as of Q1 2021.
FIRST TR EXCHANGE TRADED FD - ENERGY ALPHADX (FXN) has 95 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 20.5M shares
.
Largest 10 shareholders include MORGAN STANLEY (2.26M shares), WELLS FARGO & COMPANY/MN (1.94M shares), UBS Group AG (1.92M shares), RAYMOND JAMES & ASSOCIATES (1.32M shares), LPL Financial LLC (1.06M shares), ROYAL BANK OF CANADA (1.06M shares), Raymond James Financial Services Advisors, Inc. (1.02M shares), BANK OF AMERICA CORP /DE/ (861K shares), Navellier & Associates Inc (705K shares), and IFP Advisors, Inc (662K shares).
This table shows the top 95 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.