Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
First Trust Europe Alphadex Fund (FEP)  
$37.54 0.00 (0.00%) as of 4:30 Wed 4/10


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 95    4
Total shares held : 
3,841,280  
% of shares held : 
37.11%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -20  
Amount of shares held : 
-496,225  
% of shares held change : 
  -4.79%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 57,054
 1.49%
 
Increased Positions :
29
 245,770
 6.4%
 
Unchanged Positions :
15
 195,287
 5.08%
 
Decreased Positions :
45
-757,541
-19.72%
 
Closed Positions :
10
-41,508
-1.08%
 
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Vontobel Holding Ltd. 294 - 2024-03-31 153,344 $5,763,000 72
   Cetera Investment Advisers 1060 - 2024-03-31 115,097 $4,325,000 47,211
   UBS Group AG 2599 - 2024-03-31 82,543 $3,102,000 5,469
   Coppell Advisory Solutions Corp. 42 - 2024-03-31 75,532 $2,838,000 16,324
   Coppell Advisory Solutions LLC 37 - 2023-12-31 77,820 $2,826,000 32,304
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 540 - 2024-03-31 63,540 $2,388,000 19,640
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1573 - 2024-03-31 62,957 $2,366,000 13,776
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1330 - 2024-03-31 47,961 $1,802,000 5,535
   BANK OF NEW YORK MELLON CORP 2872 - 2024-03-31 43,496 $1,635,000 423
   RAYMOND JAMES & ASSOCIATES 2327 - 2024-03-31 39,733 $1,493,000 2,867
   MULTIFINANCIAL SECURITIES CORP 983 - 2024-03-31 38,086 $1,431,000 24,733
   Mainsail Financial Group LLC 28 - 2024-03-31 36,850 $1,385,000 1,560
   MML INVESTORS SERVICES LLC 1299 - 2024-03-31 32,312 $1,214,000 1,306
   ROYAL BANK OF CANADA 2863 - 2024-03-31 31,468 $1,183,000 13,068
   Envestnet Portfolio Solutions Inc. 847 - 2024-03-31 25,587 $962,000 2,985
   IFP Advisors Inc 390 - 2023-12-31 25,878 $940,000 11,487
   Atria Wealth Solutions Inc. 964 - 2024-03-31 23,210 $872,000 1,105
   Orion Portfolio Solutions LLC 1099 - 2024-03-31 20,261 $761,000 2,074
   IAMS WEALTH MANAGEMENT LLC 69 - 2024-03-31 19,197 $696,000 89
   Gateway Wealth Partners LLC 97 - 2024-03-31 17,758 $667,000 1,197
   OneAscent Financial Services LLC 180 - 2024-03-31 15,449 $581,000 2,353
   PARK AVENUE SECURITIES LLC 901 - 2024-03-31 14,942 $562,000 56
   BENJAMIN F. EDWARDS & COMPANY INC. 641 - 2024-03-31 14,236 $535,000 2
   Concurrent Investment Advisors LLC 604 - 2024-03-31 10,545 $396,000 4
   Private Portfolio Partners LLC 195 - 2024-03-31 9,053 $340,000 33
   Patriot Financial Group Insurance Agency LLC 375 - 2024-03-31 7,683 $289,000 1,326
   MERCER GLOBAL ADVISORS INC /ADV 1580 - 2024-03-31 7,651 $288,000 54
   FSB PREMIER WEALTH MANAGEMENT INC. 145 - 2024-03-31 7,268 $273,000 1,667
   Cedar Brook Financial Partners LLC 346 - 2024-03-31 6,944 $261,000 52
   PROEQUITIES INC. 753 - 2024-03-31 4,246 $160,000 220
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1760 - 2024-03-31 3,007 $113,000 296
   BENJAMIN EDWARDS INC 435 - 2024-03-31 2,014 $76,000 78
   SOA Wealth Advisors LLC. 505 - 2024-03-31 335 $13,000 5
   Sunbelt Securities Inc. 1198 - 2024-03-31 281 $11,000 2

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