Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / First Trust Utilities AlphaDEX(R) Fund
-
Shares outstanding
-
39,147,674
-
Total 13F shares
-
4,932,557
-
Share change
-
+183,645
-
Total reported value
-
$156,222,673
-
Price per share
-
$31.68
-
Number of holders
-
98
-
Value change
-
+$6,737,902
-
Number of buys
-
41
-
Number of sells
-
52
Institutional Holders of First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Utilities AlphaDEX(R) Fund (FXU) as of Q4 2023
As of 31 Dec 2023,
First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Utilities AlphaDEX(R) Fund (FXU) was held by
98 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,932,557 shares.
The largest 10 holders included
MORGAN STANLEY, LPL Financial LLC, PGIM Custom Harvest LLC, HARBOUR INVESTMENTS, INC., Csenge Advisory Group, ENVESTNET ASSET MANAGEMENT INC, ONE PLUS ONE WEALTH MANAGEMENT, LLC, Cetera Advisor Networks LLC, WELLS FARGO & COMPANY/MN, and TRUIST FINANCIAL CORP.
This page lists
98
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.