Q4 2023 13F Holders as of 12/31/2023
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Type / Class
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Equity / Exchange Traded Fund
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Shares outstanding
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3.13M
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Number of holders
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69
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Total 13F shares, excl. options
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2.56M
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Shares change
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+4.98K
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Total reported value, excl. options
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$139M
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Value change
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+$382K
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Number of buys
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29
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Number of sells
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-23
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Price
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$54.39
Significant Holders of FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - Exchange Traded Fund (FYT) as of Q4 2023
72 filings reported holding FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - Exchange Traded Fund as of Q4 2023.
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - Exchange Traded Fund (FYT) has 69 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.56M shares
of 3.13M outstanding shares and own 81.79% of the company stock.
Largest 10 shareholders include Simplicity Solutions, LLC (274K shares), MORGAN STANLEY (260K shares), WELLS FARGO & COMPANY/MN (258K shares), Blueprint Investment Partners LLC (258K shares), LPL Financial LLC (248K shares), ROYAL BANK OF CANADA (151K shares), Private Advisor Group, LLC (91.8K shares), UBS Group AG (82.8K shares), ENVESTNET ASSET MANAGEMENT INC (79.6K shares), and BENJAMIN F. EDWARDS & COMPANY, INC. (75.1K shares).
This table shows the top 69 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.