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Get Institutions for : 
First Trust Technology AlphaDEX (FXL)  
$135.53 0.73 (0.54%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 205    3
Total shares held : 
 6,028,269  
% of shares held : 
 25.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -1  
Amount of shares held : 
 214,643  
% of shares held change : 
   0.91%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $111.49  
Last Quarter's Ending Price : 
 $128.07  
Last Quarter's Average Price : 
 $116.43  
Change from last quarter's     
avg. price to the last closing  : 
19.10 (16.4%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 78,103
 1.3%
 
Increased Positions :
66
 443,128
 7.35%
 
Unchanged Positions :
63
 118,279
 1.96%
 
Decreased Positions :
64
-290,151
-4.81%
 
Closed Positions :
15
-16,437
-0.27%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WIN ADVISORS INC 23 *New 2024-03-31 21,989 $2,965,000 21,989
   VALLEY FINANCIAL MANAGEMENT INC. 30 *New 2023-06-30 12,456 $1,433,000 12,456
   CI Private Wealth LLC 1752 *New 2024-03-31 2,873 $387,000 2,873
   D E SHAW & CO INC 2445 *New 2024-03-31 2,300 $310,000 2,300
   MILLENNIUM MANAGEMENT LLC 3478 *New 2024-03-31 1,747 $236,000 1,747
   Americana Partners LLC 328 *New 2024-03-31 1,554 $210,000 1,554
   One Charles Private Wealth Services LLC 137 *New 2024-03-31 1,557 $210,000 1,557
   Kingsview Wealth Management LLC 968 *New 2024-03-31 1,485 $200,000 1,485
   Gilliland Jeter Wealth Management LLC 226 *New 2024-03-31 681 $92,000 681
   Emerald Investment Partners LLC 323 *New 2024-03-31 655 $88,000 655
   Atlantic Trust Group LLC 1660 *New 2024-03-31 389 $52,000 389
   HHM Wealth Advisors LLC 348 *New 2024-03-31 234 $32,000 234
   VitalStone Financial LLC 248 *New 2024-03-31 111 $15,000 111
   Continuum Advisory LLC 954 *New 2024-03-31 70 $9,000 70
   TD Waterhouse Canada Inc. 1652 *New 2024-03-31 13 $2,000 13
   LifeSteps Financial Inc. 409 *New 2024-03-31 11 $1,000 11
  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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