Q2 2023 13F Holders as of 30 Jun 2023
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Type / Class
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Equity / Exchange Traded Fund
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Shares outstanding
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3,125,353
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Number of holders
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58
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Total 13F shares, excl. options
-
2,750,237
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Shares change
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-605,953
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Total reported value, excl. options
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$126,734,149
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Value change
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-$27,851,611
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Number of buys
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20
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Number of sells
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-33
-
Price
-
$46.07
Significant Holders of FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - Exchange Traded Fund (FYT) as of Q2 2023
69 filings reported holding FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - Exchange Traded Fund as of Q2 2023.
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - Exchange Traded Fund (FYT) has 58 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,750,237 shares
of 3,125,353 outstanding shares and own 88% of the company stock.
Largest 10 shareholders include LPL Financial LLC (292,148 shares), WELLS FARGO & COMPANY/MN (291,783 shares), Simplicity Solutions, LLC (269,153 shares), Blueprint Investment Partners LLC (254,429 shares), MORGAN STANLEY (238,535 shares), Royal Bank of Canada (200,975 shares), ENVESTNET ASSET MANAGEMENT INC (194,561 shares), TRUIST FINANCIAL CORP (173,429 shares), Private Advisor Group, LLC (86,128 shares), and UBS Group AG (70,671 shares).
This table shows the top 58 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.