Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / ENERGY ALPHADX
-
Total 13F shares
-
325,811
-
Share change
-
-35,406
-
Total reported value
-
$5,367,841
-
Price per share
-
$16.47
-
Number of holders
-
14
-
Value change
-
-$580,249
-
Number of buys
-
4
-
Number of sells
-
6
Institutional Holders of FIRST TR EXCHANGE TRADED FD - ENERGY ALPHADX (FXN) as of Q4 2025
As of 31 Dec 2025,
FIRST TR EXCHANGE TRADED FD - ENERGY ALPHADX (FXN) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
325,811 shares.
The largest 10 holders included
Crumly & Associates Inc., Stratos Wealth Partners, LTD., COTTONWOOD CAPITAL ADVISORS, LLC, JBR Co Financial Management Inc, Sound Income Strategies, LLC, ORG Partners LLC, Allspring Global Investments Holdings, LLC, Pinnacle Bancorp, Inc., Mechanics Financial Corp, and Register Financial Advisors LLC.
This page lists
14
institutional shareholders reporting positions in this security
for the Q4 2025 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.