Institutional Ownership
First Tr Exchange Traded Fd
CUSIP 33734X184UTILITIES ALPHFXUQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
74.4%
Max % of class reported
Institutional Holders
196
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest Feb 6, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 6, 2026 | First Trust Portfolios L.P. | 13G/A | 0.6% | 107.5K | SEC |
| 2 | Jul 23, 2025 | First Trust Portfolios L.P. | 13G/A | 42.2% | 16.53M | SEC |
| 3 | May 7, 2025 | First Trust Portfolios L.P. | 13G/A | 45.5% | 16.74M | SEC |
| 4 | Apr 7, 2025 | First Trust Portfolios L.P. | 13G | 74.4% | 18.76M | SEC |
| 5 | Jul 10, 2020 | First Trust Portfolios LP | 13G/A | — | — | SEC |
| 6 | Feb 14, 2020 | First Trust Portfolios LP | 13G/A | 44.0% | 18.88M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 1.87M | $92.86M |
| 2 | Lpl Financial LLC | 1.79M | $88.78M |
| 3 | Wells Fargo & Company/Mn | 905.0K | $44.88M |
| 4 | Bank Of America Corp /De/ | 764.0K | $37.89M |
| 5 | Raymond James Financial Inc | 695.3K | $34.48M |
| 6 | Ubs Group AG | 571.8K | $28.36M |
| 7 | Earned Wealth Advisors, LLC | 379.3K | $18.81M |
| 8 | Truist Financial Corp | 373.2K | $18.51M |
| 9 | Two Sigma Investments, LP | 349.7K | $17.34M |
| 10 | Cetera Investment Advisers | 336.0K | $16.66M |