Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / First Trust Small Cap Growth AlphaDEX(R) Fund
-
Shares outstanding
-
6,144,387
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Total 13F shares
-
4,399,969
-
Share change
-
+1,201,544
-
Total reported value
-
$340,655,064
-
Price per share
-
$77.43
-
Number of holders
-
109
-
Value change
-
+$93,374,922
-
Number of buys
-
72
-
Number of sells
-
25
Institutional Holders of First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Small Cap Growth AlphaDEX(R) Fund (FYC) as of Q4 2024
As of 31 Dec 2024 First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Small Cap Growth AlphaDEX(R) Fund (FYC) had 109 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 4,399,969 shares of stock of the company.
Largest 10 holders included MORGAN STANLEY, LPL Financial LLC, WELLS FARGO & COMPANY/MN, FIRST TRUST ADVISORS LP, RAYMOND JAMES FINANCIAL INC, Royal Bank of Canada, BANK OF AMERICA CORP /DE/, ECLECTIC ASSOCIATES INC /ADV, NEW WAVE WEALTH ADVISORS LLC, and Cetera Investment Advisers.
This table shows 109 institutional shareholders of the security as of 31 Dec 2024.
| 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.