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Get Institutions for : 
First Trust Consumer Disc AlphaDEX (FXD)  
$60.20 0.15 (0.25%) as of 4:30 Tue 6/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 138    8
Total shares held : 
21,283,571  
% of shares held : 
68.11%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -34  
Amount of shares held : 
-2,743,218  
% of shares held change : 
  -8.78%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$58.41  
Last Quarter's Ending Price : 
$64.54  
Last Quarter's Average Price
$59.91  
Change from last quarter's     
avg. price to the last closing  : 
0.29 (0.48%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 122,093
 0.57%
 
Increased Positions :
36
 380,440
 1.79%
 
Unchanged Positions :
35
 153,555
 0.72%
 
Decreased Positions :
62
-3,135,157
-14.73%
 
Closed Positions :
13
-110,594
-0.52%
 
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
   CAPTRUST FINANCIAL ADVISORS 1863 *New 2024-03-31 3,930 $254,000 3,930
   Resources Investment Advisors Inc. 1018 *New 2024-03-31 3,322 $214,000 3,322
   TruWealth Advisors LLC 160 *New 2024-03-31 3,265 $211,000 3,265
   HANSON MCCLAIN, INC. 1349 *New 2024-03-31 670 $43,000 670
   Sunbelt Securities Inc. 1148 *New 2024-03-31 218 $14,000 218
   WARREN AVERETT ASSET MANAGEMENT, LLC 692 *New 2024-03-31 76 $5,000 76

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