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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
   Milestone Advisory Partners 41 - 2023-09-30 15,287 $437,000 0
   Trueblood Wealth Management LLC 136 - 2024-03-31 11,405 $370,000 0
   REGAL INVESTMENT ADVISORS, LLC 438 - 2024-03-31 10,118 $328,000 0
   Wealthcare Advisory Partners LLC 670 - 2024-03-31 9,143 $297,000 0
   Spire Wealth Management 706 - 2024-03-31 7,954 $258,000 0
   COMERICA BANK 2262 - 2024-03-31 6,876 $223,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 373 - 2024-03-31 3,979 $129,000 0
   Qube Research & Technologies Ltd 2862 - 2024-03-31 2,719 $88,000 0
   ICA Group Wealth Management LLC 437 - 2024-03-31 2,616 $85,000 0
   GPS Wealth Strategies Group LLC 455 - 2024-03-31 2,028 $66,000 0
   PROEQUITIES INC. 1192 - 2024-03-31 1,500 $49,000 0
   Newbridge Financial Services Group Inc. 476 - 2024-03-31 1,065 $35,000 0
   Center for Financial Planning Inc. 301 - 2024-03-31 825 $27,000 0
   PRINCIPAL SECURITIES INC. 1853 - 2024-03-31 847 $27,000 0
   SRS Capital Advisors Inc. 624 - 2024-03-31 789 $26,000 0
   J P MORGAN CHASE & CO 4984 - 2024-03-31 422 $14,000 0
   Global Retirement Partners LLC 2071 - 2024-03-31 350 $11,000 0
   BLAIR WILLIAM & CO/IL 1714 - 2024-03-31 261 $8,000 0
   ANCORA ADVISORS, LLC 1298 - 2024-03-31 250 $8,000 0
   Capital Investment Advisory Services LLC 877 - 2024-03-31 135 $4,000 0
   Davis Capital Management 258 - 2024-03-31 131 $4,000 0
   Key Financial Inc 1036 - 2024-03-31 78 $3,000 0
   DHJJ Financial Advisors Ltd. 592 - 2024-03-31 27 $1,000 0
  23 Records found
  1    
  Page 1 of 1
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