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Get Institutions for : 
First Trust Technology AlphaDEX (FXL)  
$135.53 0.73 (0.54%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 205    3
Total shares held : 
6,028,269  
% of shares held : 
25.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -1  
Amount of shares held : 
214,643  
% of shares held change : 
  0.91%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$111.49  
Last Quarter's Ending Price : 
$128.07  
Last Quarter's Average Price
$116.43  
Change from last quarter's     
avg. price to the last closing  : 
19.10 (16.4%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 78,103
 1.3%
 
Increased Positions :
66
 443,128
 7.35%
 
Unchanged Positions :
63
 118,279
 1.96%
 
Decreased Positions :
64
-290,151
-4.81%
 
Closed Positions :
15
-16,437
-0.27%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Spire Wealth Management 200 - 2024-03-31 21,773 $2,935,000 0
   LEVEL FOUR ADVISORY SERVICES LLC 344 - 2024-03-31 6,497 $832,000 0
   TruWealth Advisors LLC 88 - 2024-03-31 5,998 $809,000 0
   Mutual Advisors LLC 577 - 2024-03-31 5,380 $725,000 0
   Milestone Advisory Partners 36 - 2023-09-30 5,702 $634,000 0
   HFG Advisors Inc. 52 - 2024-03-31 3,828 $516,000 0
   Venture Visionary Partners LLC 362 - 2024-03-31 3,820 $515,000 0
   REGAL INVESTMENT ADVISORS, LLC 357 - 2024-03-31 3,797 $512,000 0
   9258 Wealth Management LLC 200 - 2024-03-31 3,531 $476,000 0
   SeaCrest Wealth Management LLC 336 - 2024-03-31 3,407 $459,000 0
   Cyndeo Wealth Partners LLC 305 - 2024-03-31 2,642 $356,000 0
   Quadrant Private Wealth Management LLC 168 - 2024-03-31 2,587 $349,000 0
   Cedar Brook Financial Partners LLC 282 - 2024-03-31 2,578 $348,000 0
   OLD NATIONAL BANCORP /IN/ 447 - 2024-03-31 2,518 $339,000 0
   Tyler-Stone Wealth Management 130 - 2024-03-31 2,411 $325,000 0
   Nilsine Partners LLC 273 - 2024-03-31 2,353 $317,000 0
   RWM Asset Management LLC 127 - 2024-03-31 2,196 $296,000 0
   OPPENHEIMER & CO INC 1212 - 2024-03-31 2,092 $282,000 0
   Argent Trust Co 547 - 2024-03-31 2,081 $281,000 0
   FORTE CAPITAL LLC /ADV 201 - 2024-03-31 2,075 $280,000 0
   Kraft Davis & Associates LLC 112 - 2024-03-31 2,110 $280,000 0
   RAYMOND JAMES TRUST CO 1027 - 2024-03-31 2,032 $274,000 0
   THOROUGHBRED FINANCIAL SERVICES LLC 382 - 2024-03-31 2,005 $270,000 0
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 410 - 2024-03-31 2,000 $270,000 0
   COUNTRY CLUB BANK /GFN 276 - 2024-03-31 1,930 $260,000 0
   PAPP L ROY & ASSOCIATES 158 - 2024-03-31 1,843 $248,000 0
   Cresset Asset Management LLC 1666 - 2024-03-31 1,785 $241,000 0
   Resources Investment Advisors Inc. 1003 - 2024-03-31 1,646 $222,000 0
   RF&L WEALTH MANAGEMENT LLC 52 - 2024-03-31 1,625 $219,000 0
   PRIVATE TRUST CO NA 627 - 2024-03-31 1,570 $212,000 0
   Delos Wealth Advisors LLC 49 - 2024-03-31 1,254 $169,000 0
   Integrity Financial Corp /WA 117 - 2024-03-31 1,156 $156,000 0
   ATWOOD & PALMER INC 160 - 2024-03-31 1,075 $145,000 0
   Sunbelt Securities Inc. 633 - 2024-03-31 1,002 $135,000 0
   BROWN BROTHERS HARRIMAN & CO 598 - 2024-03-31 1,000 $135,000 0
   Transcendent Capital Group LLC 115 - 2024-03-31 1,000 $135,000 0
   BDO Wealth Advisors LLC 311 - 2023-06-30 1,090 $125,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 590 - 2024-03-31 664 $89,000 0
   Geneos Wealth Management Inc. 890 - 2024-03-31 640 $86,000 0
   BLAIR WILLIAM & CO/IL 1527 - 2024-03-31 615 $83,000 0
   MCF Advisors LLC 312 - 2024-03-31 616 $83,000 0
   Hexagon Capital Partners LLC 391 - 2024-03-31 449 $61,000 0
   EPG Wealth Management LLC 308 - 2024-03-31 428 $58,000 0
   SALEM INVESTMENT COUNSELORS INC 593 - 2024-03-31 300 $40,000 0
   Westside Investment Management Inc. 380 - 2024-03-31 300 $40,000 0
   Financial Advisory Service Inc. 361 - 2024-03-31 292 $39,000 0
   Asset Dedication LLC 531 - 2024-03-31 197 $27,000 0
   HM PAYSON & CO 724 - 2023-12-31 166 $21,000 0
   BARRETT & COMPANY INC. 360 - 2024-03-31 150 $20,000 0
   Legend Financial Advisors Inc. 95 - 2024-03-31 133 $18,000 0
   HANSON MCCLAIN, INC. 1841 - 2024-03-31 125 $17,000 0
   Northwest Financial Advisors 450 - 2024-03-31 106 $14,000 0
   Bogart Wealth LLC 599 - 2024-03-31 100 $13,000 0
   TRANSAMERICA FINANCIAL ADVISORS, INC. 336 - 2024-03-31 90 $13,000 0
   GPS Wealth Strategies Group LLC 851 - 2024-03-31 77 $10,000 0
   CarsonAllaria Wealth Management Ltd. 251 - 2024-03-31 71 $10,000 0
   Larson Financial Group LLC 1160 - 2024-03-31 46 $6,000 0
   Eukles Asset Management 192 - 2024-03-31 23 $3,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 424 - 2024-03-31 23 $3,000 0
   Aptus Capital Advisors LLC 1103 - 2024-03-31 23 $3,000 0
   DHJJ Financial Advisors Ltd. 591 - 2024-03-31 7 $1,000 0
   Capital Analysts Inc. 1074 - 2024-03-31 5 $1,000 0

  62 Records found
  1    
  Page 1 of 1
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