Q4 2024 13F Holders as of 12/31/2024
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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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72
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Total 13F shares, excl. options
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2.33M
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Shares change
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-31.6K
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Total reported value, excl. options
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$128M
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Value change
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-$1.78M
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Number of buys
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32
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Number of sells
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-28
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Price
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$55.01
Significant Holders of FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - Exchange Traded Fund (FYT) as of Q4 2024
78 filings reported holding FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - Exchange Traded Fund as of Q4 2024.
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - Exchange Traded Fund (FYT) has 72 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.33M shares
of 3.13M outstanding shares and own 74.45% of the company stock.
Largest 10 shareholders include Simplicity Wealth,LLC (290K shares), Blueprint Investment Partners LLC (289K shares), LPL Financial LLC (229K shares), WELLS FARGO & COMPANY/MN (222K shares), MORGAN STANLEY (182K shares), Royal Bank of Canada (174K shares), Kingsview Wealth Management, LLC (107K shares), Private Advisor Group, LLC (75.2K shares), Proactive Wealth Strategies LLC (73.8K shares), and UBS Group AG (59.2K shares).
This table shows the top 72 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.