Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / ENERGY ALPHADX
-
Number of holders
-
115
-
Total 13F shares, excl. options
-
11,328,319
-
Shares change
-
-2,795,586
-
Total reported value, excl. options
-
$187,039,230
-
Value change
-
-$46,157,943
-
Number of buys
-
34
-
Number of sells
-
72
-
Price
-
$16.52
Institutional Holders of FIRST TR EXCHANGE TRADED FD - ENERGY ALPHADX (FXN) as of Q1 2025
As of 31 Mar 2025 FIRST TR EXCHANGE TRADED FD - ENERGY ALPHADX (FXN) had 115 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 11,328,319 shares of stock of the company.
Largest 10 holders included MORGAN STANLEY, WELLS FARGO & COMPANY/MN, LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, UBS Group AG, BANK OF AMERICA CORP /DE/, Avestar Capital, LLC, ROYAL BANK OF CANADA, Crumly & Associates Inc., and HighTower Advisors, LLC.
This table shows 116 institutional shareholders of the security as of 31 Mar 2025.
| 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.