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Get Institutions for : 
First Trust Multi Cap Value Alp (FAB)  
$77.61 0.94 (1.2%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 58    0
Total shares held : 
 1,131,558  
% of shares held : 
 52.63%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -13  
Amount of shares held : 
 -238,117  
% of shares held change : 
   -11.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $78.44  
Last Quarter's Ending Price : 
 $82.62  
Last Quarter's Average Price : 
 $77.74  
Change from last quarter's     
avg. price to the last closing  : 
0.13 (0.17%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 3,607
 0.32%
 
Increased Positions :
13
 15,715
 1.39%
 
Unchanged Positions :
16
 54,514
 4.82%
 
Decreased Positions :
26
-237,646
-21%
 
Closed Positions :
3
-19,793
-1.75%
 
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
   PFG Advisors 243 - 2024-03-31 15,065 $1,245,000 0
   ETFIDEA LLC 87 - 2024-03-31 4,215 $348,000 0
   HFG Advisors Inc. 71 - 2024-03-31 4,095 $338,000 0
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 484 - 2024-03-31 2,910 $240,000 0
   PROEQUITIES INC. 665 - 2024-03-31 2,475 $204,000 0
   COMERICA BANK 2707 - 2024-03-31 684 $57,000 0
   IFP Advisors Inc 1481 - 2023-12-31 697 $54,000 0
   PARKSIDE FINANCIAL BANK & TRUST 735 - 2024-03-31 600 $50,000 0
   PNC FINANCIAL SERVICES GROUP INC 3088 - 2024-03-31 470 $39,000 0
   ICA Group Wealth Management LLC 725 - 2024-03-31 275 $23,000 0
   Geneos Wealth Management Inc. 1355 - 2024-03-31 246 $20,000 0
   J P MORGAN CHASE & CO 4941 - 2024-03-31 235 $19,000 0
   US BANCORP 3170 - 2024-03-31 175 $14,000 0
   Spire Wealth Management 1627 - 2024-03-31 163 $13,000 0
   Global Retirement Partners LLC 2340 - 2024-03-31 65 $5,000 0
   Larson Financial Group LLC 1291 - 2024-03-31 42 $3,000 0
   Creekmur Asset Management LLC 667 - 2024-03-31 28 $2,000 0
   Steward Partners Investment Advisory LLC 3323 - 2024-03-31 16 $1,000 0
  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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