Q4 2024 13F Holders as of 31 Dec 2024
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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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137
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Total 13F shares, excl. options
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5.87M
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Shares change
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+202K
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Total reported value, excl. options
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$222M
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Value change
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+$7.6M
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Number of buys
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57
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Number of sells
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-56
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Price
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$37.83
Significant Holders of First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Utilities AlphaDEX(R) Fund (FXU) as of Q4 2024
147 filings reported holding FXU - First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Utilities AlphaDEX(R) Fund as of Q4 2024.
First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Utilities AlphaDEX(R) Fund (FXU) has 137 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.87M shares
of 39.1M outstanding shares and own 14.98% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (1.21M shares), LPL Financial LLC (538K shares), BANK OF AMERICA CORP /DE/ (458K shares), WELLS FARGO & COMPANY/MN (348K shares), RAYMOND JAMES FINANCIAL INC (336K shares), Csenge Advisory Group (328K shares), UBS Group AG (242K shares), PGIM Custom Harvest LLC (221K shares), HARBOUR INVESTMENTS, INC. (214K shares), and ENVESTNET ASSET MANAGEMENT INC (203K shares).
This table shows the top 137 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.