Type / Class
Equity / First Trust Financials AlphaDEX(R) Fund
Shares outstanding
35,645,891
Total 13F shares
11,424,861
Share change
-1,409,980
Total reported value
$432,133,525
Price per share
$37.83
Number of holders
175
Value change
-$53,260,594
Number of buys
57
Number of sells
96

Institutional Holders of First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Financials AlphaDEX(R) Fund (FXO) as of Q3 2023

As of 30 Sep 2023, First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Financials AlphaDEX(R) Fund (FXO) was held by 175 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 11,424,861 shares. The largest 10 holders included MORGAN STANLEY, WELLS FARGO & COMPANY/MN, LPL Financial LLC, BANK OF AMERICA CORP /DE/, UBS Group AG, RAYMOND JAMES & ASSOCIATES, Raymond James Financial Services Advisors, Inc., AMERIPRISE FINANCIAL INC, STIFEL FINANCIAL CORP, and OSAIC HOLDINGS, INC.. This page lists 177 institutional shareholders reporting positions in this security for the Q3 2023 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.