Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / ENERGY ALPHADX
-
Total 13F shares
-
14,405,230
-
Share change
-
-7,240,996
-
Total reported value
-
$235,472,433
-
Price per share
-
$16.34
-
Number of holders
-
126
-
Value change
-
-$125,389,441
-
Number of buys
-
43
-
Number of sells
-
65
Institutional Holders of FIRST TR EXCHANGE TRADED FD - ENERGY ALPHADX (FXN) as of Q4 2024
As of 31 Dec 2024,
FIRST TR EXCHANGE TRADED FD - ENERGY ALPHADX (FXN) was held by
126 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
14,405,230 shares.
The largest 10 holders included
MORGAN STANLEY, WELLS FARGO & COMPANY/MN, LPL Financial LLC, UBS Group AG, RAYMOND JAMES FINANCIAL INC, BANK OF AMERICA CORP /DE/, Avestar Capital, LLC, PCG Wealth Advisors, LLC, Vestmark Advisory Solutions, Inc., and Royal Bank of Canada.
This page lists
125
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| 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.