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Get Institutions for : 
First Trust Indust/Producer Dur AlphaDEX (FXR)  
$70.59 0.63 (0.9%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 171    7
Total shares held : 
22,874,294  
% of shares held : 
77.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -39  
Amount of shares held : 
-2,102,236  
% of shares held change : 
  -7.1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$56.86  
Last Quarter's Ending Price : 
$64.86  
Last Quarter's Average Price
$58.80  
Change from last quarter's     
avg. price to the last closing  : 
11.79 (20.05%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 58,411
 0.26%
 
Increased Positions :
46
 423,787
 1.85%
 
Unchanged Positions :
39
 211,254
 0.92%
 
Decreased Positions :
78
-2,399,731
-10.49%
 
Closed Positions :
15
-184,703
-0.81%
 
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
   KPP Advisory Services LLC 204 *New 2024-03-31 3,407 $249,000 3,407
   GTS SECURITIES LLC 1127 *New 2024-03-31 2,988 $218,000 2,988
   JAFFETILCHIN INVESTMENT PARTNERS LLC 338 *New 2024-03-31 2,957 $216,000 2,957
   Bellwether Advisors LLC 114 *New 2024-03-31 2,950 $215,000 2,950
   Gateway Wealth Partners LLC 222 *New 2024-03-31 2,888 $211,000 2,888
   Envestnet Portfolio Solutions Inc. 1560 *New 2024-03-31 2,787 $203,000 2,787
   Russell Investments Group Ltd. 2501 *New 2024-03-31 1,150 $84,000 1,150
   MATHER GROUP, INC. 1031 *New 2024-03-31 348 $23,000 348
   Gilliland Jeter Wealth Management LLC 421 *New 2024-03-31 166 $12,000 166
   JONES FINANCIAL COMPANIES LLLP 1124 *New 2024-03-31 92 $7,000 92
   Continuum Advisory LLC 1019 *New 2024-03-31 97 $7,000 97
   Sound Income Strategies LLC 1184 *New 2024-03-31 17 $1,000 17

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