Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / First Trust Utilities AlphaDEX(R) Fund
-
Shares outstanding
-
17,345,806
-
Total 13F shares
-
5,877,577
-
Share change
-
+197,459
-
Total reported value
-
$222,360,077
-
Price per share
-
$37.83
-
Number of holders
-
137
-
Value change
-
+$7,420,732
-
Number of buys
-
58
-
Number of sells
-
56
Institutional Holders of First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Utilities AlphaDEX(R) Fund (FXU) as of Q4 2024
As of 31 Dec 2024,
First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Utilities AlphaDEX(R) Fund (FXU) was held by
137 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,877,577 shares.
The largest 10 holders included
MORGAN STANLEY, LPL Financial LLC, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, RAYMOND JAMES FINANCIAL INC, Csenge Advisory Group, UBS Group AG, PGIM Custom Harvest LLC, HARBOUR INVESTMENTS, INC., and ENVESTNET ASSET MANAGEMENT INC.
This page lists
137
institutional shareholders reporting positions in this security
for the Q4 2024 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.