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Get Institutions for : 
First Trust Mid Cap Growth Alphadex Fund (FNY)  
$72.99 0.39 (0.53%) as of 4:30 Thu 6/6


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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
$67.24  
Last Quarter's Ending Price : 
$75.61  
Last Quarter's Average Price
$70.03  
Change from last quarter's     
avg. price to the last closing  : 
2.96 (4.23%)  




 
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: 
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
   MULTIFINANCIAL SECURITIES CORP 596 *New 2024-03-31 44,098 $3,334,000 44,098
   PCG Wealth Advisors LLC 35 *New 2024-03-31 27,699 $2,094,000 27,699
   JAFFETILCHIN INVESTMENT PARTNERS LLC 263 *New 2024-03-31 4,605 $348,000 4,605
   Monterey Private Wealth Inc. 102 *New 2024-03-31 2,903 $219,000 2,903
   BANK OF AMERICA CORP /DE/ 5480 *New 2024-03-31 622 $47,000 622
   HHM Wealth Advisors LLC 350 *New 2024-03-31 404 $31,000 404
   Coppell Advisory Solutions LLC 995 *New 2023-12-31 117 $8,000 117
   Ahrens Investment Partners LLC 800 *New 2023-03-31 60 $4,000 60
   Financial Gravity Wealth Inc. 806 *New 2024-03-31 22 $2,000 22

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