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Get Institutions for : 
First Trust Small Cap Growth Alphadex Fund (FYC)  
$65.44 0.92 (1.39%) as of 4:30 Fri 6/7


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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  : 
2.80 (4.47%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   IHT Wealth Management LLC 792 - 2024-03-31 4,700 $309,000 0
   Pinnacle Bank 159 - 2024-03-31 4,439 $292,000 0
   Arkadios Wealth Advisors 578 - 2024-03-31 4,022 $264,000 0
   Founders Financial Alliance LLC 302 - 2024-03-31 2,065 $136,000 0
   Key Financial Inc 385 - 2024-03-31 1,037 $68,000 0
   PSI Advisors LLC 393 - 2024-03-31 306 $20,000 0
   PRINCIPAL SECURITIES INC. 2027 - 2024-03-31 271 $18,000 0
   Northwest Financial Advisors 435 - 2024-03-31 241 $16,000 0
   NBC SECURITIES INC. 1523 - 2024-03-31 250 $16,000 0
   CITY HOLDING CO 392 - 2024-03-31 211 $14,000 0
   TRANSAMERICA FINANCIAL ADVISORS, INC. 358 - 2024-03-31 96 $7,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 774 - 2024-03-31 76 $5,000 0
   Transcendent Capital Group LLC 369 - 2024-03-31 25 $2,000 0
   SIGNATUREFD, LLC 2993 - 2024-03-31 12 $1,000 0
   VitalStone Financial LLC 458 - 2024-03-31 7 $0 0
   PROEQUITIES INC. 2650 - 2024-03-31 0 $0 0
  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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