Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / First Trust Small Cap Growth AlphaDEX(R) Fund
-
Shares outstanding
-
6,144,387
-
Total 13F shares
-
2,523,536
-
Share change
-
+382,673
-
Total reported value
-
$165,786,535
-
Price per share
-
$65.70
-
Number of holders
-
74
-
Value change
-
+$25,313,527
-
Number of buys
-
32
-
Number of sells
-
38
Institutional Holders of First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Small Cap Growth AlphaDEX(R) Fund (FYC) as of Q1 2024
As of 31 Mar 2024,
First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Small Cap Growth AlphaDEX(R) Fund (FYC) was held by
74 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,523,536 shares.
The largest 10 holders included
LPL Financial LLC, FIRST TRUST ADVISORS LP, Royal Bank of Canada, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, IFP Advisors, Inc, BANK OF AMERICA CORP /DE/, Cambridge Investment Research Advisors, Inc., Concurrent Investment Advisors, LLC, and Kingsview Wealth Management, LLC.
This page lists
74
institutional shareholders reporting positions in this security
for the Q1 2024 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.