Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / TECH ALPHADEX
-
Total 13F shares
-
31,065
-
Share change
-
-2,371
-
Total reported value
-
$3,978,509
-
Price per share
-
$128.07
-
Number of holders
-
4
-
Value change
-
-$303,703
-
Number of sells
-
3
Institutional Holders of FIRST TR EXCHANGE TRADED FD - TECH ALPHADEX (FXL) as of Q4 2023
As of 31 Dec 2023,
FIRST TR EXCHANGE TRADED FD - TECH ALPHADEX (FXL) was held by
4 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
31,065 shares.
The largest 10 holders included
MORGAN STANLEY, WELLS FARGO & COMPANY/MN, LPL Financial LLC, RAYMOND JAMES & ASSOCIATES, UBS Group AG, ENVESTNET ASSET MANAGEMENT INC, RVW Wealth, LLC, Raymond James Financial Services Advisors, Inc., BANK OF AMERICA CORP /DE/, and TRUIST FINANCIAL CORP.
This page lists
222
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.