Q2 2025 13F Holders as of 30 Jun 2025
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Type / Class
-
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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10M
-
Shares change
-
-1.87M
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Total reported value, excl. options
-
$152M
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Value change
-
-$29.3M
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Number of buys
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39
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Number of sells
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-58
-
Price
-
$15.18
Significant Holders of FIRST TR EXCHANGE TRADED FD - ENERGY ALPHADX (FXN) as of Q2 2025
126 filings reported holding FXN - FIRST TR EXCHANGE TRADED FD - ENERGY ALPHADX as of Q2 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 10M shares
.
Largest 10 shareholders include MORGAN STANLEY (1.76M shares), WELLS FARGO & COMPANY/MN (1.44M shares), LPL Financial LLC (1.37M shares), BNP PARIBAS FINANCIAL MARKETS (651K shares), UBS Group AG (592K shares), BANK OF AMERICA CORP /DE/ (513K shares), RAYMOND JAMES FINANCIAL INC (477K shares), Crumly & Associates Inc. (195K shares), Royal Bank of Canada (169K shares), and Independent Advisor Alliance (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.