Institutional Ownership
First Tr Exchange Traded Fd
CUSIP 33734X168MATERIALS ALPHFXZQ1 2026
13D / 13G Filings
5
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
39.6%
Max % of class reported
Institutional Holders
113
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
5 filings · latest Jul 10, 2023
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jul 10, 2023 | First Trust Portfolios LP | 13G/A | — | — | SEC |
| 2 | Feb 1, 2023 | First Trust Portfolios LP | 13G/A | 39.6% | 9.19M | SEC |
| 3 | Dec 9, 2022 | First Trust Portfolios LP | 13G/A | 38.6% | 8.99M | SEC |
| 4 | May 6, 2022 | First Trust Portfolios LP | 13G/A | 32.2% | 8.50M | SEC |
| 5 | Apr 6, 2022 | First Trust Portfolios LP | 13G | 37.5% | 9.15M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 452.0K | $34.45M |
| 2 | Bank Of America Corp /De/ | 385.2K | $29.35M |
| 3 | Lpl Financial LLC | 306.9K | $23.39M |
| 4 | Morgan Stanley | 261.9K | $19.96M |
| 5 | Ubs Group AG | 133.1K | $10.14M |
| 6 | Cetera Investment Advisers | 104.1K | $7.93M |
| 7 | Ameriprise Financial Inc | 94.9K | $7.23M |
| 8 | Wcg Wealth Advisors LLC | 91.3K | $6.96M |
| 9 | Virtue Capital Management, LLC | 92.9K | $6.87M |
| 10 | Envestnet Asset Management Inc | 78.8K | $6.01M |