Q2 2021 13F Holders as of 6/30/2021
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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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172
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Total 13F shares, excl. options
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20.6M
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Shares change
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+5.17M
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Total reported value, excl. options
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$898M
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Value change
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+$226M
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Number of buys
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118
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Number of sells
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-32
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Price
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$43.67
Significant Holders of First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Financials AlphaDEX(R) Fund (FXO) as of Q2 2021
184 filings reported holding FXO - First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Financials AlphaDEX(R) Fund as of Q2 2021.
First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Financials AlphaDEX(R) Fund (FXO) has 172 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 20.6M shares
of 40.2M outstanding shares and own 51.24% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (3.98M shares), WELLS FARGO & COMPANY/MN (2.29M shares), Raymond James Financial Services Advisors, Inc. (1.62M shares), LPL Financial LLC (1.37M shares), BANK OF AMERICA CORP /DE/ (1.24M shares), UBS Group AG (1.09M shares), AMERIPRISE FINANCIAL INC (1M shares), Empowered Funds, LLC (554K shares), Brinker Capital Investments, LLC (521K shares), and TRUIST FINANCIAL CORP (404K shares).
This table shows the top 172 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.