Q4 2024 13F Holders as of 12/31/2024
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Type / Class
-
Equity / ENERGY ALPHADX
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Number of holders
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126
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Total 13F shares, excl. options
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14.4M
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Shares change
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-7.2M
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Total reported value, excl. options
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$236M
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Value change
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-$125M
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Number of buys
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44
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Number of sells
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-64
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Price
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$16.34
Significant Holders of FIRST TR EXCHANGE TRADED FD - ENERGY ALPHADX (FXN) as of Q4 2024
142 filings reported holding FXN - FIRST TR EXCHANGE TRADED FD - ENERGY ALPHADX as of Q4 2024.
FIRST TR EXCHANGE TRADED FD - ENERGY ALPHADX (FXN) has 126 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 14.4M shares
.
Largest 10 shareholders include MORGAN STANLEY (2.67M shares), WELLS FARGO & COMPANY/MN (2.06M shares), LPL Financial LLC (1.79M shares), UBS Group AG (977K shares), RAYMOND JAMES FINANCIAL INC (712K shares), BANK OF AMERICA CORP /DE/ (590K shares), Avestar Capital, LLC (362K shares), PCG Wealth Advisors, LLC (321K shares), Vestmark Advisory Solutions, Inc. (314K shares), and Royal Bank of Canada (314K shares).
This table shows the top 126 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.