Q4 2023 13F Holders as of 31 Dec 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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69
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Total 13F shares, excl. options
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2,556,234
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Shares change
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+4,975
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Total reported value, excl. options
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$139,014,127
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Value change
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+$381,760
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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 2,556,234 shares
of 3,125,353 outstanding shares and own 82% of the company stock.
Largest 10 shareholders include Simplicity Solutions, LLC (273,559 shares), MORGAN STANLEY (259,805 shares), WELLS FARGO & COMPANY/MN (257,977 shares), Blueprint Investment Partners LLC (257,694 shares), LPL Financial LLC (248,284 shares), ROYAL BANK OF CANADA (150,627 shares), Private Advisor Group, LLC (91,824 shares), UBS Group AG (82,772 shares), ENVESTNET ASSET MANAGEMENT INC (79,630 shares), and BENJAMIN F. EDWARDS & COMPANY, INC. (75,140 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.