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Get Institutions for : 
First Trust Mid Cap Value Alphadex Fund (FNK)  
$51.13 0.32 (0.63%) as of 4:30 Tue 6/11


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 54    2
Total shares held : 
3,367,737  
% of shares held : 
11.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -4  
Amount of shares held : 
-31,785  
% of shares held change : 
  -0.1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$50.95  
Last Quarter's Ending Price : 
$54.15  
Last Quarter's Average Price
$50.54  
Change from last quarter's     
avg. price to the last closing  : 
0.59 (1.16%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 351,126
 10.43%
 
Increased Positions :
14
 52,401
 1.56%
 
Unchanged Positions :
14
 30,944
 0.92%
 
Decreased Positions :
20
-303,005
-9%
 
Closed Positions :
4
-132,307
-3.93%
 
Guru Positions :
0
 0%
 
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 period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Cetera Investment Advisers 2218 *New 2024-03-31 15,125 $819,000 15,125
   JAFFETILCHIN INVESTMENT PARTNERS LLC 309 *New 2024-03-31 4,729 $256,000 4,729
   PCG Wealth Advisors LLC 102 *New 2024-03-31 4,395 $238,000 4,395
   JONES FINANCIAL COMPANIES LLLP 851 *New 2024-03-31 480 $26,000 480
   HANSON MCCLAIN, INC. 1680 *New 2024-03-31 422 $23,000 422
   COMERICA BANK 3074 *New 2024-03-31 279 $15,000 279
   Farther Finance Advisors LLC 1578 *New 2024-03-31 278 $15,000 278

  7 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results