FEUZ β€” FIRST TR EXCH TRD ALPHDX FD

Ownership history in FIRST TRUST ADVISORS LP  Β·  7 quarters on record

AI Ownership Summary

FIRST TRUST ADVISORS LP reported FIRST TR EXCH TRD ALPHDX FD (FEUZ) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.04% in 2024 Q2. The latest visible filing shows FEUZ at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FEUZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIRST TRUST ADVISORS LP's position in FIRST TR EXCH TRD ALPHDX FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FEUZ was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FIRST TRUST ADVISORS LP held FEUZ β€” position size vs. price
% of Fund (quarterly)    FEUZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 615,062 +12,859 +2.1% 0.03% $37.8M 2026-02-14 (Est.) $65.83
2025 Q3 ADDED 602,203 +116,383 +24.0% 0.03% $35.4M 2025-11-12 $59.32
2025 Q2 ADDED 485,820 +16,131 +3.4% 0.02% $26.8M 2025-08-13 $58.05
2025 Q1 REDUCED 469,689 -428,475 -47.7% 0.02% $21.8M 2025-05-14 $49.79
2024 Q3 REDUCED 898,164 -4,705 -0.5% 0.04% $39.3M 2024-11-13 $39.56
2024 Q2 REDUCED 902,869 -75,605 -7.7% 0.04% $37.5M 2024-08-13 $39.74
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About FIRST TRUST ADVISORS LP and FEUZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIRST TRUST ADVISORS LP reported owning FEUZ?

FIRST TRUST ADVISORS LP reported FEUZ across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported FEUZ position in FIRST TRUST ADVISORS LP's portfolio?

The largest reported portfolio weight for FEUZ was 0.04% in 2024 Q2.

What is the latest reported FEUZ position on this page?

The most recent filing on this page is 2025 Q4, when FIRST TRUST ADVISORS LP reported 615,062 shares, equal to 0.03% of portfolio, with an estimated market value of $37.8M.

What does the chart on this FEUZ ownership page compare?

The chart compares FIRST TRUST ADVISORS LP's quarterly FEUZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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