Q2 2020 13F Holders as of 6/30/2020
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Type / Class
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Equity / First Trust Financials AlphaDEX(R) Fund
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Shares outstanding
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40.2M
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Number of holders
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113
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Total 13F shares, excl. options
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12.3M
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Shares change
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-2.79M
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Total reported value, excl. options
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$312M
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Value change
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-$68M
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Number of buys
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37
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Number of sells
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-76
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Price
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$25.49
Significant Holders of First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Financials AlphaDEX(R) Fund (FXO) as of Q2 2020
136 filings reported holding FXO - First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Financials AlphaDEX(R) Fund as of Q2 2020.
First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Financials AlphaDEX(R) Fund (FXO) has 113 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12.3M shares
of 40.2M outstanding shares and own 30.53% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (3.29M shares), WELLS FARGO & COMPANY/MN (1.71M shares), LPL Financial LLC (941K shares), BANK OF AMERICA CORP /DE/ (841K shares), UBS Group AG (752K shares), CLS Investments, LLC (321K shares), Raymond James Financial Services Advisors, Inc. (315K shares), ENVESTNET ASSET MANAGEMENT INC (280K shares), Fulcrum Equity Management (277K shares), and Navellier & Associates Inc (253K shares).
This table shows the top 113 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.