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Get Institutions for : 
First Trust Mid Cap Growth Alphadex Fund (FNY)  
$73.56 0.50 (0.68%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 85    1
Total shares held : 
 3,113,741  
% of shares held : 
 43.86%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -1  
Amount of shares held : 
 384,124  
% of shares held change : 
   5.41%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $59.95  
Last Quarter's Ending Price : 
 $68.12  
Last Quarter's Average Price : 
 $61.41  
Change from last quarter's     
avg. price to the last closing  : 
12.15 (19.79%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 33,496
 1.08%
 
Increased Positions :
26
 580,205
 18.63%
 
Unchanged Positions :
23
 163,622
 5.25%
 
Decreased Positions :
28
-166,707
-5.35%
 
Closed Positions :
7
-62,870
-2.02%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WELLS FARGO & CO/MN 759 - 2024-03-31 588,579 $44,502,000 -1,316
   LPL FINANCIAL CORP 663 - 2024-03-31 481,310 $36,392,000 -78,998
   MORGAN STANLEY 2350 - 2024-03-31 358,655 $27,118,000 -8,740
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1033 - 2024-03-31 79,343 $5,999,000 -5,161
   BENJAMIN F. EDWARDS & COMPANY INC. 212 - 2024-03-31 66,878 $5,057,000 -8,391
   Advisor Group Holdings Inc. 1161 - 2024-03-31 54,894 $4,152,000 -5,744
   COMMONWEALTH EQUITY SERVICES LLC. 1488 - 2024-03-31 39,825 $3,011,000 -2,689
   KCM INVESTMENT ADVISORS LLC 124 - 2024-03-31 38,618 $2,920,000 -1,000
   Wealth Management Partners LLC 19 - 2024-03-31 35,857 $2,711,000 -1,129
   MTM Investment Management LLC 51 - 2024-03-31 18,130 $1,371,000 -450
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 927 - 2024-03-31 16,881 $1,276,000 -710
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1721 - 2024-03-31 13,229 $1,000,000 -73,924
   Braun-Bostich & Associates Inc. 42 - 2024-03-31 11,440 $865,000 -3,494
   COMERICA BANK 1674 - 2024-03-31 10,150 $767,000 -440
   Purus Wealth Management LLC 49 - 2024-03-31 9,739 $736,000 -238
   Clarus Wealth Advisors 55 - 2024-03-31 9,002 $658,000 -1,408
   GREAT VALLEY ADVISOR GROUP INC. 439 - 2024-03-31 8,683 $657,000 -70
   Dominguez Wealth Management Solutions Inc. 39 - 2024-03-31 8,335 $630,000 -5
   Global Retirement Partners LLC 471 - 2024-03-31 8,263 $625,000 -35
   Stratos Wealth Partners LTD. 855 - 2024-03-31 7,005 $530,000 -50
   MARINER WEALTH ADVISORS, LLC 2023 - 2024-03-31 6,519 $493,000 -1,570
   Element Wealth LLC 72 - 2024-03-31 5,866 $444,000 -346
   Cornerstone Wealth Management LLC 351 - 2024-03-31 5,810 $439,000 -123
   Clear Point Advisors Inc. 75 - 2024-03-31 5,190 $392,000 -136
   Mutual Advisors LLC 901 - 2024-03-31 3,549 $268,000 -448
   Koshinski Asset Management Inc. 465 - 2024-03-31 3,400 $257,000 -3,490
   Alpha Omega Group Inc. 17 - 2024-03-31 3,307 $250,000 -47
   H D Vest Advisory Services 1436 - 2024-03-31 3,122 $236,000 -260
   Geneos Wealth Management Inc. 785 - 2024-03-31 1,837 $139,000 -45
   HANSON MCCLAIN, INC. 1059 - 2024-03-31 1,155 $87,000 -86
   TRANSAMERICA FINANCIAL ADVISORS, INC. 401 - 2024-03-31 34 $3,000 -1
  31 Records found
  1    
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