Institutional Ownership
First Tr Exchange Traded Fd
CUSIP 33734X127ENERGY ALPHADXFXNQ1 2026
13D / 13G Filings
5
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
58.7%
Max % of class reported
Institutional Holders
141
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
5 filings · latest Mar 10, 2023
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Mar 10, 2023 | First Trust Portfolios LP | 13G/A | 0.2% | 114.9K | SEC |
| 2 | Feb 1, 2023 | First Trust Portfolios LP | 13G/A | 36.5% | 41.69M | SEC |
| 3 | Apr 6, 2022 | First Trust Portfolios LP | 13G | 37.2% | 38.23M | SEC |
| 4 | Oct 6, 2020 | First Trust Portfolios LP | 13G/A | 0.0% | 1.1K | SEC |
| 5 | Jul 10, 2020 | First Trust Portfolios LP | 13G | 58.7% | 56.09M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | First Trust Advisors LP | 29.94M | $672.40M |
| 2 | Morgan Stanley | 2.84M | $63.82M |
| 3 | Wells Fargo & Company/Mn | 1.60M | $36.04M |
| 4 | Lpl Financial LLC | 1.43M | $32.10M |
| 5 | Nilsine Partners, LLC | 939.9K | $20.20M |
| 6 | Advisory Services Network, LLC | 660.3K | $14.83M |
| 7 | &Partners | 649.0K | $14.58M |
| 8 | Raymond James Financial Inc | 640.1K | $14.38M |
| 9 | Bank Of America Corp /De/ | 564.1K | $12.67M |
| 10 | Ubs Group AG | 563.3K | $12.65M |