Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / First Trust Financials AlphaDEX(R) Fund
-
Shares outstanding
-
35,645,891
-
Total 13F shares
-
29,662,970
-
Share change
-
+19,005,802
-
Total reported value
-
$1,605,571,835
-
Price per share
-
$54.13
-
Number of holders
-
230
-
Value change
-
+$1,028,979,164
-
Number of buys
-
121
-
Number of sells
-
64
Institutional Holders of First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Financials AlphaDEX(R) Fund (FXO) as of Q4 2024
As of 31 Dec 2024,
First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Financials AlphaDEX(R) Fund (FXO) was held by
230 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
29,662,970 shares.
The largest 10 holders included
FIRST TRUST ADVISORS LP, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, UBS Group AG, BANK OF AMERICA CORP /DE/, Advisory Services Network, LLC, NewEdge Advisors, LLC, and Royal Bank of Canada.
This page lists
232
institutional shareholders reporting positions in this security
for the Q4 2024 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.