Type / Class
Equity / First Trust Financials AlphaDEX(R) Fund
Shares outstanding
40.2M
Number of holders
180
Total 13F shares, excl. options
10.6M
Shares change
+191K
Total reported value, excl. options
$501M
Value change
+$9.74M
Number of buys
61
Number of sells
-97
Price
$47.52

Significant Holders of First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Financials AlphaDEX(R) Fund (FXO) as of Q1 2024

197 filings reported holding FXO - First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Financials AlphaDEX(R) Fund as of Q1 2024.
First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Financials AlphaDEX(R) Fund (FXO) has 180 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 10.6M shares of 40.2M outstanding shares and own 26.31% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (1.93M shares), LPL Financial LLC (1.35M shares), WELLS FARGO & COMPANY/MN (1.31M shares), Raymond James Financial Services Advisors, Inc. (481K shares), BANK OF AMERICA CORP /DE/ (475K shares), UBS Group AG (412K shares), RAYMOND JAMES & ASSOCIATES (326K shares), ENVESTNET ASSET MANAGEMENT INC (246K shares), TRUIST FINANCIAL CORP (226K shares), and Royal Bank of Canada (187K shares).
This table shows the top 180 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.