Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / First Trust Financials AlphaDEX(R) Fund
-
Shares outstanding
-
35,645,891
-
Total 13F shares
-
42,453
-
Share change
-
-792
-
Total reported value
-
$1,837,786
-
Price per share
-
$43.29
-
Number of holders
-
2
-
Value change
-
-$34,286
-
Number of sells
-
1
Institutional Holders of First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Financials AlphaDEX(R) Fund (FXO) as of Q4 2023
As of 31 Dec 2023,
First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Financials AlphaDEX(R) Fund (FXO) was held by
2 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
42,453 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 Financial Services Advisors, Inc., RAYMOND JAMES & ASSOCIATES, AMERIPRISE FINANCIAL INC, STIFEL FINANCIAL CORP, and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
189
institutional shareholders reporting positions in this security
for the Q4 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.