Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / First Trust Utilities AlphaDEX(R) Fund
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Shares outstanding
-
39,147,674
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Number of holders
-
188
-
Total 13F shares, excl. options
-
33,338,264
-
Shares change
-
-841,097
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Total reported value, excl. options
-
$1,514,940,537
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Value change
-
-$35,750,166
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Number of buys
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88
-
Number of sells
-
86
-
Price
-
$45.45
Institutional Holders of First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Utilities AlphaDEX(R) Fund (FXU) as of Q3 2025
As of 30 Sep 2025 First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Utilities AlphaDEX(R) Fund (FXU) had 210 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 33,338,264 shares of stock of the company.
Largest 10 holders included FIRST TRUST ADVISORS LP, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, BANK OF AMERICA CORP /DE/, NewEdge Advisors, LLC, Nilsine Partners, LLC, NewSquare Capital LLC, and Advisory Services Network, LLC.
This table shows 210 institutional shareholders of the security as of 30 Sep 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.