Q2 2023 13F Holders as of 6/30/2023
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Type / Class
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Equity / Exchange Traded Fund
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Shares outstanding
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3.13M
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Number of holders
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58
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Total 13F shares, excl. options
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2.75M
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Shares change
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-606K
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Total reported value, excl. options
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$127M
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Value change
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-$27.9M
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Number of buys
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20
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Number of sells
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-33
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Price
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$46.07
Significant Holders of FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - Exchange Traded Fund (FYT) as of Q2 2023
69 filings reported holding FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - Exchange Traded Fund as of Q2 2023.
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - Exchange Traded Fund (FYT) has 58 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.75M shares
of 3.13M outstanding shares and own 88% of the company stock.
Largest 10 shareholders include LPL Financial LLC (292K shares), WELLS FARGO & COMPANY/MN (292K shares), Simplicity Solutions, LLC (269K shares), Blueprint Investment Partners LLC (254K shares), MORGAN STANLEY (239K shares), Royal Bank of Canada (201K shares), ENVESTNET ASSET MANAGEMENT INC (195K shares), TRUIST FINANCIAL CORP (173K shares), Private Advisor Group, LLC (86.1K shares), and UBS Group AG (70.7K shares).
This table shows the top 58 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.