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Get Institutions for : 
First Trust Multi Cap Growth AlphaDex Fund (FAD)  
$120.43 0.76 (0.63%) as of 4:30 Tue 6/4


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 53    5
Total shares held : 
 752,947  
% of shares held : 
 36.73%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -11  
Amount of shares held : 
 -78,077  
% of shares held change : 
   -3.81%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $99.20  
Last Quarter's Ending Price : 
 $112.26  
Last Quarter's Average Price : 
 $102.64  
Change from last quarter's     
avg. price to the last closing  : 
17.79 (17.33%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
0
 0
 0%
 
Increased Positions :
19
 46,372
 6.16%
 
Unchanged Positions :
9
 64,859
 8.61%
 
Decreased Positions :
25
-67,514
-8.97%
 
Closed Positions :
5
-56,935
-7.56%
 
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
   LPL FINANCIAL CORP 1319 - 2024-03-31 80,652 $10,048,000 -33
   COMMONWEALTH EQUITY SERVICES LLC. 789 - 2024-03-31 78,712 $9,807,000 -2,417
   BB&T CORP 891 - 2024-03-31 38,086 $4,745,000 -784
   ROYAL BANK OF CANADA 2031 - 2024-03-31 33,601 $4,186,000 -1,861
   RAYMOND JAMES & ASSOCIATES 2134 - 2024-03-31 16,274 $2,028,000 -2,954
   Stonebridge Financial Planning Group LLC 37 - 2024-03-31 11,975 $1,492,000 -695
   Baird Financial Group Inc. 1045 - 2024-03-31 11,696 $1,457,000 -7,110
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2130 - 2024-03-31 11,543 $1,438,000 -987
   626 Financial LLC 22 - 2024-03-31 10,867 $1,354,000 -79
   Apeiron RIA LLC 71 - 2024-03-31 7,050 $878,000 -23
   IFP Advisors Inc 431 - 2023-12-31 7,094 $796,000 -151
   Geneos Wealth Management Inc. 405 - 2024-03-31 5,959 $742,000 -150
   STIFEL FINANCIAL CORP 2411 - 2024-03-31 5,527 $689,000 -70
   NBC SECURITIES INC. 402 - 2024-03-31 4,461 $555,000 -69
   PROSPERA FINANCIAL SERVICES 699 - 2023-12-31 4,032 $453,000 -124
   Global Retirement Partners LLC 651 - 2024-03-31 2,397 $299,000 -48
   FINANCIAL NETWORK 2314 - 2024-03-31 2,290 $285,000 -853
   Gateway Wealth Partners LLC 178 - 2024-03-31 2,246 $280,000 -55
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 561 - 2024-03-31 2,187 $270,000 -88
   Kestra Advisory Services LLC 2059 - 2024-03-31 2,165 $270,000 -230
   1ST SOURCE BANK 249 - 2024-03-31 1,606 $200,000 -644
   FMR LLC 3824 - 2024-03-31 172 $21,000 -12
   HARBOUR INVESTMENTS INC. 1893 - 2023-12-31 170 $19,000 -26,627
   Goss Wealth Management LLC 3186 - 2024-03-31 34 $4,000 -1,018
  24 Records found
  1    
  Page 1 of 1
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