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Get Institutions for : 
First Trust Small Cap Growth Alphadex Fund (FYC)  
$66.36 0.57 (0.85%) as of 4:30 Thu 6/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 73    2
Total shares held : 
 2,256,798  
% of shares held : 
 42.18%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -5  
Amount of shares held : 
 -407,366  
% of shares held change : 
   -7.61%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $62.10  
Last Quarter's Ending Price : 
 $65.70  
Last Quarter's Average Price : 
 $62.64  
Change from last quarter's     
avg. price to the last closing  : 
3.72 (5.94%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 33,334
 1.48%
 
Increased Positions :
22
 191,513
 8.49%
 
Unchanged Positions :
15
 31,476
 1.39%
 
Decreased Positions :
29
-151,934
-6.73%
 
Closed Positions :
5
-480,279
-21.28%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 752 - 2024-03-31 463,697 $30,463,000 5,803
   FIRST TRUST ADVISORS LP 791 - 2024-03-31 310,922 $20,426,000 310,922
   J Arnold Wealth Management Co 9 - 2023-12-31 208,878 $13,143,000 10,694
   ROYAL BANK OF CANADA 1408 - 2024-03-31 177,498 $11,661,000 48,893
   WELLS FARGO & CO/MN 1543 - 2024-03-31 150,160 $9,865,000 61,616
   IFP Advisors Inc 61 - 2023-12-31 119,687 $7,531,000 10,531
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 682 - 2024-03-31 85,555 $5,621,000 68,168
   Kingsview Wealth Management LLC 187 - 2024-03-31 62,071 $4,078,000 5,389
   PNC FINANCIAL SERVICES GROUP INC 750 - 2024-03-31 51,389 $3,376,000 2,799
   Bedel Financial Consulting Inc. 23 - 2024-03-31 46,698 $3,068,000 1,612
   US BANCORP 959 - 2024-03-31 21,428 $1,411,000 1,648
   HFG Advisors Inc. 24 - 2024-03-31 19,755 $1,298,000 1,488
   Kestra Advisory Services LLC 1240 - 2024-03-31 15,006 $986,000 258
   MML INVESTORS SERVICES LLC 1639 - 2024-03-31 10,100 $664,000 1,450
   WILLNER & HELLER LLC 53 - 2023-12-31 8,749 $551,000 1,112
   Clear Point Advisors Inc. 59 - 2024-03-31 8,391 $551,000 19
   COMMONWEALTH EQUITY SERVICES LLC. 2789 - 2024-03-31 7,567 $497,000 1,067
   TOWER RESEARCH CAPITAL LLC 902 - 2024-03-31 7,175 $471,000 7,175
   Independent Wealth Network Inc. 145 - 2024-03-31 5,517 $362,000 43
   Baird Financial Group Inc. 1536 - 2024-03-31 4,695 $308,000 1,295
   MULTIFINANCIAL SECURITIES CORP 1937 - 2024-03-31 4,542 $298,000 1,118
   Tidemark LLC 96 - 2024-03-31 4,455 $293,000 724
   Wagner Wealth Management LLC 126 - 2024-03-31 3,048 $200,000 126
   HARBOUR INVESTMENTS INC. 875 - 2023-12-31 3,001 $189,000 386
   Goss Wealth Management LLC 1859 - 2024-03-31 2,751 $181,000 2,531
   COMERICA BANK 2686 - 2024-03-31 924 $61,000 206
   Qube Research & Technologies Ltd 3344 - 2024-03-31 91 $6,000 23
  27 Records found
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