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Get Institutions for : 
First Trust Mid Cap Growth Alphadex Fund (FNY)  
$72.99 0.39 (0.53%) as of 4:30 Thu 6/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 85    1
Total shares held : 
 3,113,741  
% of shares held : 
 43.86%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -1  
Amount of shares held : 
 384,124  
% of shares held change : 
   5.41%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $67.24  
Last Quarter's Ending Price : 
 $75.61  
Last Quarter's Average Price : 
 $70.03  
Change from last quarter's     
avg. price to the last closing  : 
2.96 (4.23%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 33,496
 1.08%
 
Increased Positions :
26
 580,205
 18.63%
 
Unchanged Positions :
23
 163,622
 5.25%
 
Decreased Positions :
28
-166,707
-5.35%
 
Closed Positions :
7
-62,870
-2.02%
 
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
   UBS Group AG 1092 - 2024-03-31 318,570 $24,087,000 3,127
   Goss Wealth Management LLC 190 - 2024-03-31 163,082 $12,331,000 4,874
   Cetera Investment Advisers 942 - 2024-03-31 71,556 $5,410,000 13,854
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1220 - 2024-03-31 46,906 $3,547,000 7,036
   Private Advisor Group LLC 589 - 2024-03-31 45,635 $3,450,000 6
   Kingsview Wealth Management LLC 225 - 2024-03-31 43,931 $3,322,000 2,567
   Atria Wealth Solutions Inc. 559 - 2024-03-31 33,487 $2,532,000 7,783
   Kestra Advisory Services LLC 784 - 2024-03-31 32,444 $2,453,000 4,002
   STIFEL FINANCIAL CORP 1599 - 2024-03-31 31,105 $2,352,000 3,412
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 988 - 2024-03-31 23,278 $1,760,000 3,347
   ROYAL BANK OF CANADA 2678 - 2024-03-31 20,683 $1,564,000 3,870
   Equitable Holdings Inc. 537 - 2024-03-31 18,488 $1,398,000 569
   FINANCIAL NETWORK 1365 - 2024-03-31 14,979 $1,133,000 4,261
   MML INVESTORS SERVICES LLC 1410 - 2024-03-31 13,617 $1,030,000 2,381
   RAYMOND JAMES & ASSOCIATES 2569 - 2024-03-31 13,204 $998,000 789
   ENVESTNET ASSET MANAGEMENT INC 3096 - 2024-03-31 11,526 $871,000 5,864
   JANNEY MONTGOMERY SCOTT LLC 1630 - 2024-03-31 10,811 $817,000 150
   DAVIDSON D A & CO 881 - 2024-03-31 8,590 $649,000 68
   Baird Financial Group Inc. 1309 - 2024-03-31 8,226 $622,000 339
   Stonebridge Financial Planning Group LLC 90 - 2024-03-31 7,650 $578,000 200
   Sigma Planning Corp 754 - 2024-03-31 6,557 $496,000 3,020
   WMG Financial Advisors LLC 85 - 2024-03-31 4,457 $337,000 273
   TOWER RESEARCH CAPITAL LLC 1149 - 2024-03-31 4,076 $308,000 2,191
   J P MORGAN CHASE & CO 3992 - 2024-03-31 4,012 $303,000 589
   Pine Valley Investments Ltd Liability Co 368 - 2024-03-31 3,911 $296,000 72
   Financial Advocates Investment Management 636 - 2024-03-31 3,466 $262,000 152
   HARBOUR INVESTMENTS INC. 1141 - 2023-12-31 1,432 $98,000 211
   PSI Advisors LLC 454 - 2024-03-31 164 $12,000 64
   FMR LLC 4175 - 2024-03-31 110 $8,000 84
  29 Records found
  1    
  Page 1 of 1
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