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Get Institutions for : 
First Trust Utilities AlphaDEX (FXU)  
$33.56 0.10 (0.31%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 96    4
Total shares held : 
 4,927,141  
% of shares held : 
 5.47%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -11  
Amount of shares held : 
 181,161  
% of shares held change : 
   0.2%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $32.11  
Last Quarter's Ending Price : 
 $32.46  
Last Quarter's Average Price : 
 $30.86  
Change from last quarter's     
avg. price to the last closing  : 
2.70 (8.74%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 68,497
 1.39%
 
Increased Positions :
31
 719,960
 14.61%
 
Unchanged Positions :
17
 41,593
 0.84%
 
Decreased Positions :
38
-302,306
-6.14%
 
Closed Positions :
14
-304,990
-6.19%
 
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
   HARBOUR INVESTMENTS INC. 46 - 2023-12-31 281,492 $8,918,000 5,490
   ENVESTNET ASSET MANAGEMENT INC 1704 - 2024-03-31 230,112 $7,469,000 42,143
   BB&T CORP 748 - 2024-03-31 219,265 $7,117,000 61,987
   Csenge Advisory Group 54 - 2024-03-31 195,260 $6,338,000 3,921
   WELLS FARGO & CO/MN 1903 - 2024-03-31 170,838 $5,545,000 13,004
   Delos Wealth Advisors LLC 4 - 2024-03-31 106,684 $3,463,000 17,591
   RAYMOND JAMES & ASSOCIATES 1810 - 2024-03-31 106,150 $3,446,000 1,675
   Cetera Investment Advisers 1260 - 2024-03-31 95,296 $3,093,000 49,385
   Triumph Capital Management 25 - 2024-03-31 72,153 $2,330,000 38,016
   Vestmark Advisory Solutions Inc. 256 - 2024-03-31 54,248 $1,761,000 1,736
   GTS SECURITIES LLC 378 - 2024-03-31 52,583 $1,707,000 39,099
   Private Advisor Group LLC 906 - 2024-03-31 50,235 $1,631,000 26,917
   JANE STREET GROUP LLC 2986 - 2024-03-31 33,170 $1,077,000 25,436
   CITADEL ADVISORS LLC 3466 - 2024-03-31 20,096 $652,000 20,096
   CI Private Wealth LLC 1701 - 2024-03-31 13,248 $430,000 11
   BENJAMIN F. EDWARDS & COMPANY INC. 737 - 2024-03-31 10,736 $348,000 29
   PROSPERA FINANCIAL SERVICES 871 - 2023-12-31 9,022 $286,000 16
   Schrum Private Wealth Management LLC 100 - 2024-03-31 8,411 $273,000 743
   Moors & Cabot Inc. 722 - 2024-03-31 7,895 $256,000 200
   TOWER RESEARCH CAPITAL LLC 1276 - 2024-03-31 7,725 $251,000 2,191
   PNC FINANCIAL SERVICES GROUP INC 2027 - 2024-03-31 7,542 $245,000 29
   ROI Financial Advisors LLC 54 - 2024-03-31 7,308 $237,000 103
   J.W. COLE ADVISORS INC. 788 - 2024-03-31 6,951 $226,000 6,951
   EPG Wealth Management LLC 259 - 2024-03-31 5,044 $164,000 21
   Coppell Advisory Solutions LLC 287 - 2023-12-31 5,153 $163,000 4,693
   Steward Partners Investment Advisory LLC 2044 - 2024-03-31 1,723 $56,000 15
   Coastal Investment Advisors Inc. 638 - 2024-03-31 580 $19,000 580
   CWM LLC 3288 - 2024-03-31 293 $10,000 141
  28 Records found
  1    
  Page 1 of 1
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