Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / First Trust Small Cap Growth AlphaDEX(R) Fund
-
Shares outstanding
-
6,144,387
-
Total 13F shares
-
2,356,801
-
Share change
-
-414,100
-
Total reported value
-
$148,291,426
-
Price per share
-
$62.92
-
Number of holders
-
75
-
Value change
-
-$22,903,803
-
Number of buys
-
28
-
Number of sells
-
32
Institutional Holders of First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Small Cap Growth AlphaDEX(R) Fund (FYC) as of Q4 2023
As of 31 Dec 2023,
First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Small Cap Growth AlphaDEX(R) Fund (FYC) was held by
75 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,356,801 shares.
The largest 10 holders included
LPL Financial LLC, J Arnold Wealth Management Co, MORGAN STANLEY, Raymond James Financial Services Advisors, Inc., BANK OF AMERICA CORP /DE/, ROYAL BANK OF CANADA, IFP Advisors, Inc, WELLS FARGO & COMPANY/MN, Concurrent Investment Advisors, LLC, and Kingsview Wealth Management, LLC.
This page lists
76
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.