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Get Institutions for : 
First Trust Large Cap Growth Opportunities AlphaDe (FTC)  
$119.64 1.04 (0.86%) as of 4:30 Thu 5/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 179    1
Total shares held : 
 6,313,782  
% of shares held : 
 53.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -37  
Amount of shares held : 
 -828,861  
% of shares held change : 
   -7.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $96.54  
Last Quarter's Ending Price : 
 $109.56  
Last Quarter's Average Price : 
 $101.05  
Change from last quarter's     
avg. price to the last closing  : 
18.59 (18.4%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 37,582
 0.6%
 
Increased Positions :
51
 320,834
 5.08%
 
Unchanged Positions :
26
 81,217
 1.29%
 
Decreased Positions :
87
-1,091,044
-17.28%
 
Closed Positions :
16
-96,233
-1.52%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WELLS FARGO & CO/MN 726 - 2024-03-31 392,679 $48,410,000 2,635
   FIRST TRUST ADVISORS LP 676 - 2024-03-31 221,094 $27,256,000 182,037
   COMMONWEALTH EQUITY SERVICES LLC. 449 - 2024-03-31 182,825 $22,539,000 124,141
   Kingsview Wealth Management LLC 29 - 2024-03-31 180,882 $22,299,000 13,733
   Cetera Investment Advisers 458 - 2024-03-31 130,107 $16,040,000 72,523
   Baird Financial Group Inc. 392 - 2024-03-31 120,939 $14,909,000 424
   ROYAL BANK OF CANADA 1345 - 2024-03-31 107,900 $13,302,000 35,550
   RAYMOND JAMES & ASSOCIATES 1004 - 2024-03-31 106,838 $13,171,000 24,230
   GeoWealth Management LLC 53 - 2024-03-31 75,256 $9,278,000 72,755
   FINANCIAL NETWORK 509 - 2024-03-31 55,076 $6,790,000 1,223
   CX Institutional 86 - 2024-03-31 48,507 $5,980,000 15,296
   Western Wealth Management LLC 48 - 2024-03-31 44,303 $5,462,000 10,333
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 443 - 2024-03-31 34,085 $4,202,000 8,617
   MULTIFINANCIAL SECURITIES CORP 520 - 2024-03-31 33,117 $4,083,000 14,537
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 648 - 2024-03-31 27,941 $3,445,000 798
   Vestmark Advisory Solutions Inc. 201 - 2024-03-31 22,645 $2,792,000 732
   HARBOUR INVESTMENTS INC. 174 - 2023-12-31 24,822 $2,719,000 486
   BENJAMIN F. EDWARDS & COMPANY INC. 327 - 2024-03-31 19,274 $2,376,000 1,209
   Envestnet Portfolio Solutions Inc. 582 - 2024-03-31 18,977 $2,340,000 660
   IAMS WEALTH MANAGEMENT LLC 15 - 2024-03-31 17,801 $2,130,000 1,505
   Rockefeller Capital Management L.P. 1062 - 2024-03-31 14,208 $1,752,000 1,721
   Krilogy Financial LLC 124 - 2024-03-31 12,550 $1,547,000 2
   TRANSAMERICA FINANCIAL ADVISORS, INC. 117 - 2024-03-31 12,477 $1,539,000 4,629
   Goss Wealth Management LLC 788 - 2024-03-31 12,288 $1,515,000 4,646
   Gateway Wealth Partners LLC 53 - 2024-03-31 12,013 $1,481,000 981
   ATRIA INVESTMENTS LLC 787 - 2024-03-31 11,627 $1,433,000 811
   GOLDMAN SACHS GROUP INC/ 3353 - 2024-03-31 11,589 $1,429,000 6,955
   HANSON MCCLAIN, INC. 391 - 2024-03-31 9,272 $1,143,000 852
   GTS SECURITIES LLC 507 - 2024-03-31 8,961 $1,105,000 4,331
   OneAscent Financial Services LLC 115 - 2024-03-31 8,915 $1,099,000 678
   Private Portfolio Partners LLC 84 - 2024-03-31 8,821 $1,087,000 8
   SILVER OAK SECURITIES Inc 137 - 2024-03-31 8,808 $1,086,000 1,009
   JANE STREET GROUP LLC 3079 - 2024-03-31 8,050 $992,000 8,050
   MONEY CONCEPTS CAPITAL CORP 207 - 2024-03-31 8,021 $989,000 3,076
   PROSPERA FINANCIAL SERVICES 472 - 2023-12-31 8,922 $977,000 318
   HIGHTOWER ADVISORS, LLC 1789 - 2024-03-31 7,869 $969,000 1,859
   Mutual Advisors LLC 596 - 2024-03-31 5,464 $674,000 10
   VIRTU FINANCIAL LLC 383 - 2024-03-31 4,649 $573,000 4,649
   Patriot Financial Group Insurance Agency LLC 254 - 2024-03-31 4,485 $553,000 787
   S.C. Financial Services Inc. 43 - 2022-12-31 5,337 $488,000 82
   Chicago Partners Investment Group LLC 471 - 2024-03-31 3,861 $450,000 220
   Pinnacle Family Advisors LLC 65 - 2024-03-31 3,384 $417,000 10
   NATIONAL ASSET MANAGEMENT, INC. 910 - 2024-03-31 4,083 $395,000 1,279
   Foundations Investment Advisors LLC 545 - 2024-03-31 2,779 $343,000 14
   Good Life Advisors LLC 322 - 2024-03-31 2,770 $342,000 2
   PROEQUITIES INC. 529 - 2024-03-31 2,670 $329,000 156
   BUCKINGHAM ASSET MANAGEMENT, LLC 569 - 2024-03-31 2,647 $326,000 315
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1856 - 2024-03-31 2,609 $322,000 351
   Sigma Planning Corp 947 - 2024-03-31 2,451 $302,000 555
   Xcel Wealth Management LLC 103 - 2024-03-31 2,331 $287,000 14
   Bickling Financial Services Inc. 112 - 2022-12-31 2,364 $216,000 9
   Steward Partners Investment Advisory LLC 1433 - 2024-03-31 1,624 $200,000 1,200
   Pinnacle Bank 363 - 2024-03-31 500 $62,000 100
  53 Records found
  1    
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