Q1 2022 13F Holders as of 31 Mar 2022
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Type / Class
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Equity / First Trust Utilities AlphaDEX(R) Fund
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Shares outstanding
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39.1M
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Number of holders
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76
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Total 13F shares, excl. options
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4.38M
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Shares change
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+1.56M
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Total reported value, excl. options
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$149M
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Value change
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+$53.1M
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Number of buys
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35
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Number of sells
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-35
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Price
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$34.01
Significant Holders of First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Utilities AlphaDEX(R) Fund (FXU) as of Q1 2022
87 filings reported holding FXU - First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Utilities AlphaDEX(R) Fund as of Q1 2022.
First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Utilities AlphaDEX(R) Fund (FXU) has 76 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.38M shares
of 39.1M outstanding shares and own 11.18% of the company stock.
Largest 10 shareholders include Congress Wealth Management LLC / DE / (1.44M shares), MORGAN STANLEY (879K shares), UBS Group AG (245K shares), LPL Financial LLC (233K shares), WELLS FARGO & COMPANY/MN (172K shares), BANK OF AMERICA CORP /DE/ (160K shares), TRUIST FINANCIAL CORP (157K shares), ENVESTNET ASSET MANAGEMENT INC (147K shares), STIFEL FINANCIAL CORP (73.3K shares), and RAYMOND JAMES & ASSOCIATES (66.5K shares).
This table shows the top 76 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.