Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / ENERGY ALPHADX
-
Total 13F shares
-
22,257,369
-
Share change
-
-1,905,558
-
Total reported value
-
$371,388,450
-
Price per share
-
$16.69
-
Number of holders
-
151
-
Value change
-
-$32,120,249
-
Number of buys
-
66
-
Number of sells
-
81
Institutional Holders of FIRST TR EXCHANGE TRADED FD - ENERGY ALPHADX (FXN) as of Q4 2023
As of 31 Dec 2023,
FIRST TR EXCHANGE TRADED FD - ENERGY ALPHADX (FXN) was held by
151 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
22,257,369 shares.
The largest 10 holders included
MORGAN STANLEY, WELLS FARGO & COMPANY/MN, LPL Financial LLC, UBS Group AG, BANK OF AMERICA CORP /DE/, RAYMOND JAMES & ASSOCIATES, Crumly & Associates Inc., ROYAL BANK OF CANADA, ENVESTNET ASSET MANAGEMENT INC, and Vestmark Advisory Solutions, Inc..
This page lists
151
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.