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Get Institutions for : 
First Trust Large Cap Growth Opportunities AlphaDe (FTC)  
$119.28 0.97 (0.81%) as of 4:30 Mon 6/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 179    1
Total shares held : 
 6,313,782  
% of shares held : 
 53.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -37  
Amount of shares held : 
 -828,861  
% of shares held change : 
   -7.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $96.54  
Last Quarter's Ending Price : 
 $109.56  
Last Quarter's Average Price : 
 $101.05  
Change from last quarter's     
avg. price to the last closing  : 
18.23 (18.04%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 37,582
 0.6%
 
Increased Positions :
51
 320,834
 5.08%
 
Unchanged Positions :
26
 81,217
 1.29%
 
Decreased Positions :
87
-1,091,044
-17.28%
 
Closed Positions :
16
-96,233
-1.52%
 
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
   LPL FINANCIAL CORP 310 - 2024-03-31 837,768 $103,280,000 -144,156
   MORGAN STANLEY 1173 - 2024-03-31 835,500 $103,001,000 -18,461
   JANNEY MONTGOMERY SCOTT LLC 123 - 2024-03-31 439,621 $54,196,000 -10,512
   UBS Group AG 957 - 2024-03-31 264,128 $32,562,000 -8,156
   ENVESTNET ASSET MANAGEMENT INC 1047 - 2024-03-31 180,468 $22,248,000 -27,667
   BANK OF AMERICA CORP /DE/ 1929 - 2024-03-31 162,431 $20,024,000 -2,535
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 535 - 2024-03-31 149,348 $18,412,000 -146,464
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 346 - 2024-03-31 111,441 $13,738,000 -8,765
   U.S. Capital Wealth Advisors LLC 58 - 2024-03-31 78,038 $9,621,000 -738
   H D Vest Advisory Services 211 - 2024-03-31 66,965 $8,255,000 -804
   STIFEL FINANCIAL CORP 1007 - 2024-03-31 52,688 $6,497,000 -5,775
   DAVIDSON D A & CO 246 - 2024-03-31 51,997 $6,410,000 -2,587
   Advisor Group Holdings Inc. 1070 - 2024-03-31 38,339 $4,727,000 -45,894
   IHT Wealth Management LLC 109 - 2024-03-31 37,584 $4,633,000 -1,087
   IFP Advisors Inc 101 - 2023-12-31 40,713 $4,460,000 -3,174
   Snowden Capital Advisors LLC 199 - 2024-03-31 33,542 $4,135,000 -9,296
   Beck Bode LLC 37 - 2024-03-31 33,533 $4,134,000 -8,151
   Coppell Advisory Solutions Corp. 32 - 2024-03-31 33,195 $4,092,000 -19,757
   Coppell Advisory Solutions LLC 25 - 2023-12-31 35,811 $3,923,000 -3,057
   FSB PREMIER WEALTH MANAGEMENT INC. 13 - 2024-03-31 31,532 $3,887,000 -3,824
   Atria Wealth Solutions Inc. 457 - 2024-03-31 27,305 $3,366,000 -6,457
   BANK OF NEW YORK MELLON CORP 2535 - 2024-03-31 25,203 $3,107,000 -2,060
   Private Advisor Group LLC 637 - 2024-03-31 24,622 $3,035,000 -671
   LVZ Advisors Inc. 20 - 2024-03-31 23,143 $2,853,000 -2,348
   Equitable Holdings Inc. 360 - 2024-03-31 22,488 $2,772,000 -1,887
   BSC PRIVATE WEALTH MANAGEMENT LLC 47 - 2024-03-31 22,250 $2,743,000 -418
   HFG Advisors Inc. 9 - 2024-03-31 20,902 $2,577,000 -3,284
   AE Wealth Management LLC 452 - 2024-03-31 19,260 $2,374,000 -5,646
   Stratos Wealth Partners LTD. 404 - 2024-03-31 19,031 $2,346,000 -527
   CoreCap Advisors LLC 135 - 2023-12-31 20,144 $2,207,000 -2,998
   Apollon Wealth Management LLC 283 - 2024-03-31 16,649 $2,052,000 -184
   Kestra Advisory Services LLC 880 - 2024-03-31 16,030 $1,976,000 -4,726
   ETFIDEA LLC 33 - 2024-03-31 14,720 $1,815,000 -699
   INTL FCSTONE INC. 109 - 2024-03-31 14,351 $1,769,000 -3,801
   Integrated Wealth Concepts LLC 577 - 2024-03-31 13,176 $1,624,000 -31,822
   BB&T CORP 1362 - 2024-03-31 13,147 $1,621,000 -3,597
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1999 - 2024-03-31 13,076 $1,612,000 -19,446
   SIGNALPOINT ASSET MANAGEMENT, LLC 50 - 2024-03-31 12,790 $1,577,000 -4,760
   MML INVESTORS SERVICES LLC 1208 - 2024-03-31 11,781 $1,452,000 -1,333
   NBC SECURITIES INC. 167 - 2024-03-31 11,115 $1,371,000 -110
   CWM LLC 728 - 2024-03-31 11,082 $1,366,000 -100
   Keystone Wealth Services LLC 56 - 2024-03-31 10,780 $1,329,000 -49
   NewEdge Wealth LLC 384 - 2024-03-31 11,020 $1,289,000 -925
   PARK AVENUE SECURITIES LLC 602 - 2024-03-31 9,218 $1,136,000 -101
   OPPENHEIMER & CO INC 696 - 2024-03-31 9,145 $1,127,000 -46
   Orion Portfolio Solutions LLC 958 - 2024-03-31 8,539 $1,053,000 -132
   GREAT VALLEY ADVISOR GROUP INC. 370 - 2024-03-31 8,182 $1,009,000 -681
   Stonebridge Financial Planning Group LLC 54 - 2024-03-31 7,790 $960,000 -200
   KESTRA PRIVATE WEALTH SERVICES LLC 568 - 2024-03-31 7,661 $944,000 -3,727
   COMERICA BANK 1618 - 2024-03-31 6,837 $843,000 -49
   True Capital Management 45 - 2023-03-31 8,708 $810,000 -189
   J P MORGAN CHASE & CO 3531 - 2024-03-31 5,862 $723,000 -88
   AMERIPRISE FINANCIAL INC 3252 - 2024-03-31 5,288 $652,000 -578
   Virtue Capital Management LLC 170 - 2024-03-31 5,335 $634,000 -2,592
   Global Retirement Partners LLC 474 - 2024-03-31 5,044 $622,000 -130
   Householder Group Estate & Retirement Specialist L 117 - 2024-03-31 4,719 $582,000 -125
   Strid Group LLC 33 - 2024-03-31 4,682 $577,000 -522
   Geneos Wealth Management Inc. 467 - 2024-03-31 4,632 $571,000 -423
   PFG Advisors 375 - 2024-03-31 4,387 $541,000 -410
   MARINER WEALTH ADVISORS, LLC 2005 - 2024-03-31 4,142 $511,000 -3,518
   CITADEL ADVISORS LLC 3735 - 2024-03-31 4,098 $505,000 -27,233
   CITIGROUP INC 2744 - 2024-03-31 4,066 $501,000 -67
   Walkner Condon Financial Advisors LLC 157 - 2024-03-31 3,920 $483,000 -873
   RFG Advisory Group LLC 516 - 2024-03-31 3,788 $467,000 -181
   ABLE Financial Group LLC 95 - 2024-03-31 3,680 $454,000 -1,108
   Tyler-Stone Wealth Management 103 - 2024-03-31 3,611 $445,000 -275
   Pine Valley Investments Ltd Liability Co 322 - 2024-03-31 3,250 $401,000 -48
   US BANCORP 1633 - 2024-03-31 3,192 $394,000 -36
   Gladstone Institutional Advisory LLC 480 - 2024-03-31 3,080 $380,000 -1,934
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 486 - 2024-03-31 2,772 $342,000 -150
   Crumly & Associates Inc. 113 - 2024-03-31 2,676 $330,000 -494
   PCA Investment Advisory Services Inc. 82 - 2024-03-31 2,568 $317,000 -1
   PNC FINANCIAL SERVICES GROUP INC 1866 - 2024-03-31 2,494 $307,000 -1,996
   FLOW TRADERS U.S. LLC 540 - 2024-03-31 2,339 $288,000 -13,262
   WEDBUSH MORGAN SECURITIES INC 912 - 2024-03-31 2,266 $279,000 -168
   Wealthcare Advisory Partners LLC 714 - 2024-03-31 2,055 $253,000 -576
   Spire Wealth Management 726 - 2024-03-31 1,954 $241,000 -36
   BlueChip Wealth Advisors LLC 116 - 2024-03-31 1,759 $217,000 -300
   ICA Group Wealth Management LLC 274 - 2024-03-31 1,690 $208,000 -95
   COMERICA SECURITIESINC. 434 - 2023-09-30 2,130 $206,000 -17
   AMERIVEST INVESTMENT MANAGEMENT LLC 188 - 2023-06-30 1,488 $151,000 -13
   PRINCIPAL SECURITIES INC. 1137 - 2024-03-31 1,154 $142,000 -88
   BENJAMIN EDWARDS INC 378 - 2024-03-31 1,103 $136,000 -54
   Tidemark LLC 191 - 2024-03-31 641 $79,000 -92
   FIFTH THIRD BANCORP 1287 - 2024-03-31 479 $59,000 -123
   FMR LLC 3533 - 2024-03-31 315 $39,000 -205
   TUCKER ASSET MANAGEMENT LLC 298 - 2023-12-31 281 $31,000 -281
   Farther Finance Advisors LLC 1958 - 2024-03-31 47 $6,000 -5
   Nelson Van Denburg & Campbell Wealth Management Gr 2214 - 2024-03-31 25 $3,000 -59
  89 Records found
  1    
  Page 1 of 1
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