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Get Institutions for : 
First Trust Mid Cap Growth Alphadex Fund (FNY)  
$73.56 0.50 (0.68%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 85    1
Total shares held : 
 3,113,741  
% of shares held : 
 43.86%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -1  
Amount of shares held : 
 384,124  
% of shares held change : 
   5.41%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $59.95  
Last Quarter's Ending Price : 
 $68.12  
Last Quarter's Average Price : 
 $61.41  
Change from last quarter's     
avg. price to the last closing  : 
12.15 (19.79%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 33,496
 1.08%
 
Increased Positions :
26
 580,205
 18.63%
 
Unchanged Positions :
23
 163,622
 5.25%
 
Decreased Positions :
28
-166,707
-5.35%
 
Closed Positions :
7
-62,870
-2.02%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WELLS FARGO & CO/MN 759 - 2024-03-31 588,579 $44,502,000 -1,316
   LPL FINANCIAL CORP 663 - 2024-03-31 481,310 $36,392,000 -78,998
   MORGAN STANLEY 2350 - 2024-03-31 358,655 $27,118,000 -8,740
   UBS Group AG 1092 - 2024-03-31 318,570 $24,087,000 3,127
   Goss Wealth Management LLC 190 - 2024-03-31 163,082 $12,331,000 4,874
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1033 - 2024-03-31 79,343 $5,999,000 -5,161
   Cetera Investment Advisers 942 - 2024-03-31 71,556 $5,410,000 13,854
   BENJAMIN F. EDWARDS & COMPANY INC. 212 - 2024-03-31 66,878 $5,057,000 -8,391
   Advisor Group Holdings Inc. 1161 - 2024-03-31 54,894 $4,152,000 -5,744
   GOLDMAN SACHS GROUP INC/ 2766 - 2024-03-31 50,000 $3,781,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1220 - 2024-03-31 46,906 $3,547,000 7,036
   Private Advisor Group LLC 589 - 2024-03-31 45,635 $3,450,000 6
   MULTIFINANCIAL SECURITIES CORP 596 *New 2024-03-31 44,098 $3,334,000 44,098
   Kingsview Wealth Management LLC 225 - 2024-03-31 43,931 $3,322,000 2,567
   COMMONWEALTH EQUITY SERVICES LLC. 1488 - 2024-03-31 39,825 $3,011,000 -2,689
   KCM INVESTMENT ADVISORS LLC 124 - 2024-03-31 38,618 $2,920,000 -1,000
   Wealth Management Partners LLC 19 - 2024-03-31 35,857 $2,711,000 -1,129
   Atria Wealth Solutions Inc. 559 - 2024-03-31 33,487 $2,532,000 7,783
   Kestra Advisory Services LLC 784 - 2024-03-31 32,444 $2,453,000 4,002
   STIFEL FINANCIAL CORP 1599 - 2024-03-31 31,105 $2,352,000 3,412
   PCG Wealth Advisors LLC 35 *New 2024-03-31 27,699 $2,094,000 27,699
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 988 - 2024-03-31 23,278 $1,760,000 3,347
   ROYAL BANK OF CANADA 2678 - 2024-03-31 20,683 $1,564,000 3,870
   Equitable Holdings Inc. 537 - 2024-03-31 18,488 $1,398,000 569
   MTM Investment Management LLC 51 - 2024-03-31 18,130 $1,371,000 -450
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 927 - 2024-03-31 16,881 $1,276,000 -710
   FINANCIAL NETWORK 1365 - 2024-03-31 14,979 $1,133,000 4,261
   MML INVESTORS SERVICES LLC 1410 - 2024-03-31 13,617 $1,030,000 2,381
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1721 - 2024-03-31 13,229 $1,000,000 -73,924
   RAYMOND JAMES & ASSOCIATES 2569 - 2024-03-31 13,204 $998,000 789
   ENVESTNET ASSET MANAGEMENT INC 3096 - 2024-03-31 11,526 $871,000 5,864
   Braun-Bostich & Associates Inc. 42 - 2024-03-31 11,440 $865,000 -3,494
   JANNEY MONTGOMERY SCOTT LLC 1630 - 2024-03-31 10,811 $817,000 150
   COMERICA BANK 1674 - 2024-03-31 10,150 $767,000 -440
   Purus Wealth Management LLC 49 - 2024-03-31 9,739 $736,000 -238
   ARS Wealth Advisors Group LLC 83 - 2024-03-31 9,409 $711,000 0
   Clarus Wealth Advisors 55 - 2024-03-31 9,002 $658,000 -1,408
   GREAT VALLEY ADVISOR GROUP INC. 439 - 2024-03-31 8,683 $657,000 -70
   DAVIDSON D A & CO 881 - 2024-03-31 8,590 $649,000 68
   Dominguez Wealth Management Solutions Inc. 39 - 2024-03-31 8,335 $630,000 -5
   Global Retirement Partners LLC 471 - 2024-03-31 8,263 $625,000 -35
   Baird Financial Group Inc. 1309 - 2024-03-31 8,226 $622,000 339
   Stonebridge Financial Planning Group LLC 90 - 2024-03-31 7,650 $578,000 200
   Stratos Wealth Partners LTD. 855 - 2024-03-31 7,005 $530,000 -50
   Sigma Planning Corp 754 - 2024-03-31 6,557 $496,000 3,020
   MARINER WEALTH ADVISORS, LLC 2023 - 2024-03-31 6,519 $493,000 -1,570
   Element Wealth LLC 72 - 2024-03-31 5,866 $444,000 -346
   Cornerstone Wealth Management LLC 351 - 2024-03-31 5,810 $439,000 -123
   Beacon Pointe Advisors LLC 972 - 2024-03-31 5,500 $416,000 0
   Clear Point Advisors Inc. 75 - 2024-03-31 5,190 $392,000 -136
   THRIVENT FINANCIAL FOR LUTHERANS 2254 - 2024-03-31 4,717 $357,000 0
   JAFFETILCHIN INVESTMENT PARTNERS LLC 263 *New 2024-03-31 4,605 $348,000 4,605
   IFP Advisors Inc 698 - 2023-12-31 5,034 $343,000 0
   WMG Financial Advisors LLC 85 - 2024-03-31 4,457 $337,000 273
   Keystone Wealth Services LLC 168 - 2024-03-31 4,198 $317,000 0
   TOWER RESEARCH CAPITAL LLC 1149 - 2024-03-31 4,076 $308,000 2,191
   J P MORGAN CHASE & CO 3992 - 2024-03-31 4,012 $303,000 589
   Pine Valley Investments Ltd Liability Co 368 - 2024-03-31 3,911 $296,000 72
   1776 WEALTH LLC 109 - 2024-03-31 3,627 $274,000 0
   Mutual Advisors LLC 901 - 2024-03-31 3,549 $268,000 -448
   Financial Advocates Investment Management 636 - 2024-03-31 3,466 $262,000 152
   Koshinski Asset Management Inc. 465 - 2024-03-31 3,400 $257,000 -3,490
   Alpha Omega Group Inc. 17 - 2024-03-31 3,307 $250,000 -47
   Kowal Investment Group LLC 154 - 2024-03-31 3,276 $248,000 0
   CWM LLC 1419 - 2024-03-31 3,144 $238,000 0
   H D Vest Advisory Services 1436 - 2024-03-31 3,122 $236,000 -260
   Venture Visionary Partners LLC 493 - 2024-03-31 3,000 $227,000 0
   Monterey Private Wealth Inc. 102 *New 2024-03-31 2,903 $219,000 2,903
   Founders Financial Alliance LLC 286 - 2024-03-31 2,084 $158,000 0
   Geneos Wealth Management Inc. 785 - 2024-03-31 1,837 $139,000 -45
   HARBOUR INVESTMENTS INC. 1141 - 2023-12-31 1,432 $98,000 211
   HANSON MCCLAIN, INC. 1059 - 2024-03-31 1,155 $87,000 -86
   US BANCORP 2652 - 2024-03-31 689 $52,000 0
   BANK OF AMERICA CORP /DE/ 5480 *New 2024-03-31 622 $47,000 622
   NBC SECURITIES INC. 1165 - 2024-03-31 608 $45,000 0
   PNC FINANCIAL SERVICES GROUP INC 3126 - 2024-03-31 482 $36,000 0
   Steward Partners Investment Advisory LLC 2289 - 2024-03-31 442 $33,000 0
   Tyler-Stone Wealth Management 425 - 2024-03-31 443 $33,000 1
   HHM Wealth Advisors LLC 350 *New 2024-03-31 404 $31,000 404
   Pacifica Partners Inc. 299 - 2024-03-31 250 $19,000 0
   PSI Advisors LLC 454 - 2024-03-31 164 $12,000 64
   FMR LLC 4175 - 2024-03-31 110 $8,000 84
   Coppell Advisory Solutions LLC 995 *New 2023-12-31 117 $8,000 117
   FARMERS & MERCHANTS INVESTMENTS INC 722 - 2024-03-31 76 $6,000 0
   Caitlin John LLC 546 - 2023-12-31 71 $5,000 0
   Ahrens Investment Partners LLC 800 *New 2023-03-31 60 $4,000 60
   TRANSAMERICA FINANCIAL ADVISORS, INC. 401 - 2024-03-31 34 $3,000 -1
   Qube Research & Technologies Ltd 3428 - 2024-03-31 39 $3,000 0
   Financial Gravity Wealth Inc. 806 *New 2024-03-31 22 $2,000 22
   PROEQUITIES INC. 2838 - 2024-03-31 0 $0 0
   RiverTree Advisors LLC 29 *Closed 2024-03-31 0 $0 -15,631
   Cape Investment Advisory Inc. 1066 *Closed 2023-12-31 0 $0 -112
   TWO SIGMA INVESTMENTS LLC 3151 *Closed 2024-03-31 0 $0 -4,300
   TUCKER ASSET MANAGEMENT LLC 1040 *Closed 2023-12-31 0 $0 -20
   Integrated Wealth Concepts LLC 1642 *Closed 2024-03-31 0 $0 -5,604
   PRIVATE TRUST CO NA 2342 *Closed 2024-03-31 0 $0 -169
  96 Records found
  1    
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