Type / Class
Equity / First Trust Utilities AlphaDEX(R) Fund
Shares outstanding
39.1M
Number of holders
108
Total 13F shares, excl. options
5.02M
Shares change
+632K
Total reported value, excl. options
$166M
Value change
+$21.1M
Number of buys
53
Number of sells
-37
Price
$33.07

Significant Holders of First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Utilities AlphaDEX(R) Fund (FXU) as of Q2 2024

118 filings reported holding FXU - First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Utilities AlphaDEX(R) Fund as of Q2 2024.
First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Utilities AlphaDEX(R) Fund (FXU) has 108 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 5.02M shares of 39.1M outstanding shares and own 12.83% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (927K shares), LPL Financial LLC (437K shares), ENVESTNET ASSET MANAGEMENT INC (384K shares), TRUIST FINANCIAL CORP (366K shares), Csenge Advisory Group (311K shares), HARBOUR INVESTMENTS, INC. (291K shares), PGIM Custom Harvest LLC (245K shares), WELLS FARGO & COMPANY/MN (204K shares), Raymond James Financial Services Advisors, Inc. (186K shares), and UBS Group AG (180K shares).
This table shows the top 108 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.