Type / Class
Equity / First Trust Utilities AlphaDEX(R) Fund
Shares outstanding
39.1M
Number of holders
119
Total 13F shares, excl. options
5.63M
Shares change
+604K
Total reported value, excl. options
$216M
Value change
+$24.1M
Number of buys
68
Number of sells
-38
Price
$38.48

Significant Holders of First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Utilities AlphaDEX(R) Fund (FXU) as of Q3 2024

130 filings reported holding FXU - First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Utilities AlphaDEX(R) Fund as of Q3 2024.
First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Utilities AlphaDEX(R) Fund (FXU) has 119 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 5.63M shares of 39.1M outstanding shares and own 14.38% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (1.03M shares), LPL Financial LLC (543K shares), ENVESTNET ASSET MANAGEMENT INC (403K shares), TRUIST FINANCIAL CORP (350K shares), Csenge Advisory Group (324K shares), UBS Group AG (257K shares), Raymond James Financial Services Advisors, Inc. (251K shares), PGIM Custom Harvest LLC (234K shares), WELLS FARGO & COMPANY/MN (220K shares), and HARBOUR INVESTMENTS, INC. (218K shares).
This table shows the top 119 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.