Q2 2024 13F Holders as of 6/30/2024
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Type / Class
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Equity / ENERGY ALPHADX
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Number of holders
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133
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Total 13F shares, excl. options
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19.4M
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Shares change
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-1.69M
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Total reported value, excl. options
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$353M
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Value change
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-$31.4M
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Number of buys
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53
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Number of sells
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-80
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Price
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$18.20
Significant Holders of FIRST TR EXCHANGE TRADED FD - ENERGY ALPHADX (FXN) as of Q2 2024
157 filings reported holding FXN - FIRST TR EXCHANGE TRADED FD - ENERGY ALPHADX as of Q2 2024.
FIRST TR EXCHANGE TRADED FD - ENERGY ALPHADX (FXN) has 133 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 19.4M shares
.
Largest 10 shareholders include MORGAN STANLEY (3.12M shares), WELLS FARGO & COMPANY/MN (2.52M shares), LPL Financial LLC (2.45M shares), UBS Group AG (1.65M shares), Royal Bank of Canada (828K shares), BANK OF AMERICA CORP /DE/ (759K shares), ENVESTNET ASSET MANAGEMENT INC (637K shares), Crumly & Associates Inc. (545K shares), Vestmark Advisory Solutions, Inc. (427K shares), and RAYMOND JAMES & ASSOCIATES (356K shares).
This table shows the top 133 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.