Type / Class
Equity / First Trust Small Cap Growth AlphaDEX(R) Fund
Shares outstanding
6,144,387
Number of holders
32
Total 13F shares, excl. options
1,717,981
Shares change
-65,928
Total reported value, excl. options
$66,086,697
Value change
-$2,231,926
Number of buys
18
Number of sells
-17
Price
$38.47

Significant Holders of First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Small Cap Growth AlphaDEX(R) Fund (FYC) as of Q2 2017

38 filings reported holding FYC - First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Small Cap Growth AlphaDEX(R) Fund as of Q2 2017.
First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Small Cap Growth AlphaDEX(R) Fund (FYC) has 32 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 1,717,981 shares of 6,144,387 outstanding shares and own 28% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (500,869 shares), BANK OF AMERICA CORP /DE/ (321,175 shares), LPL Financial LLC (238,018 shares), RAYMOND JAMES & ASSOCIATES (103,335 shares), Shamrock Asset Management LLC (71,052 shares), Transamerica Financial Advisors, Inc. (68,007 shares), UBS Group AG (61,860 shares), Clearwater Capital Partners, LLC (60,249 shares), ROYAL BANK OF CANADA (51,721 shares), and FIRST TRUST ADVISORS LP (39,251 shares).
This table shows the top 32 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.