Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / First Trust Financials AlphaDEX(R) Fund
-
Shares outstanding
-
35,645,891
-
Total 13F shares
-
30,447,185
-
Share change
-
-396,913
-
Total reported value
-
$1,707,258,780
-
Price per share
-
$56.06
-
Number of holders
-
227
-
Value change
-
-$21,944,036
-
Number of buys
-
92
-
Number of sells
-
108
Institutional Holders of First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Financials AlphaDEX(R) Fund (FXO) as of Q2 2025
As of 30 Jun 2025,
First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Financials AlphaDEX(R) Fund (FXO) was held by
227 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
30,447,185 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/, Royal Bank of Canada, NewEdge Advisors, LLC, and Vestmark Advisory Solutions, Inc..
This page lists
229
institutional shareholders reporting positions in this security
for the Q2 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.