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Get Institutions for : 
First Trust Financials AlphaDEX (FXO)  
$44.98 0.41 (0.9%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 180    2
Total shares held : 
 10,264,399  
% of shares held : 
 34.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -48  
Amount of shares held : 
 -1,203,149  
% of shares held change : 
   -3.99%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $43.45  
Last Quarter's Ending Price : 
 $47.52  
Last Quarter's Average Price : 
 $44.36  
Change from last quarter's     
avg. price to the last closing  : 
0.62 (1.4%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 116,545
 1.14%
 
Increased Positions :
41
 189,700
 1.85%
 
Unchanged Positions :
37
 115,750
 1.13%
 
Decreased Positions :
87
-1,184,012
-11.54%
 
Closed Positions :
17
-325,382
-3.17%
 
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
   Virtue Capital Management LLC 19 *New 2024-03-31 134,046 $5,990,000 134,046
   KKM Financial LLC 78 *New 2024-03-31 14,497 $689,000 14,497
   JAFFETILCHIN INVESTMENT PARTNERS LLC 259 *New 2024-03-31 7,537 $358,000 7,537
   Imprint Wealth LLC 233 *New 2024-03-31 6,202 $292,000 6,202
   Catalyst Wealth Management LLC 105 *New 2023-03-31 7,160 $267,000 7,160
   DAVENPORT & CO LLC 987 *New 2024-03-31 5,090 $242,000 5,090
   ROI Financial Advisors LLC 58 *New 2024-03-31 4,623 $220,000 4,623
   Atria Wealth Solutions Inc. 1775 *New 2024-03-31 4,437 $211,000 4,437
   HANSON MCCLAIN, INC. 951 *New 2024-03-31 2,500 $119,000 2,500
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1269 *New 2024-03-31 474 $23,000 474
   Continuum Advisory LLC 835 *New 2024-03-31 311 $15,000 311
   MATHER GROUP, INC. 1159 *New 2024-03-31 272 $12,000 272
   Investors Research Corp 996 *New 2024-03-31 4 $0 4
  13 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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