Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / First Trust Financials AlphaDEX(R) Fund
-
Shares outstanding
-
35,645,891
-
Total 13F shares
-
30,864,406
-
Share change
-
+1,334,956
-
Total reported value
-
$1,635,613,871
-
Price per share
-
$53.00
-
Number of holders
-
228
-
Value change
-
+$70,280,649
-
Number of buys
-
110
-
Number of sells
-
87
Institutional Holders of First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Financials AlphaDEX(R) Fund (FXO) as of Q1 2025
As of 31 Mar 2025,
First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Financials AlphaDEX(R) Fund (FXO) was held by
228 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
30,864,406 shares.
The largest 10 holders included
FIRST TRUST ADVISORS LP, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, BANK OF AMERICA CORP /DE/, UBS Group AG, NewSquare Capital LLC, NewEdge Advisors, LLC, and ROYAL BANK OF CANADA.
This page lists
230
institutional shareholders reporting positions in this security
for the Q1 2025 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.