Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / ENERGY ALPHADX
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Number of holders
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115
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Total 13F shares, excl. options
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11.3M
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Shares change
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-2.8M
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Total reported value, excl. options
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$187M
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Value change
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-$46.2M
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Number of buys
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34
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Number of sells
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-72
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Price
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$16.52
Significant Holders of FIRST TR EXCHANGE TRADED FD - ENERGY ALPHADX (FXN) as of Q1 2025
131 filings reported holding FXN - FIRST TR EXCHANGE TRADED FD - ENERGY ALPHADX as of Q1 2025.
FIRST TR EXCHANGE TRADED FD - ENERGY ALPHADX (FXN) has 115 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11.3M shares
.
Largest 10 shareholders include MORGAN STANLEY (2.28M shares), WELLS FARGO & COMPANY/MN (1.79M shares), LPL Financial LLC (1.55M shares), RAYMOND JAMES FINANCIAL INC (605K shares), UBS Group AG (546K shares), BANK OF AMERICA CORP /DE/ (528K shares), Avestar Capital, LLC (365K shares), ROYAL BANK OF CANADA (285K shares), Crumly & Associates Inc. (227K shares), and HighTower Advisors, LLC (157K shares).
This table shows the top 115 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.