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Get Institutions for : 
First Trust Small Cap Growth Alphadex Fund (FYC)  
$67.02 0.31 (0.46%) as of 4:30 Fri 5/31


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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 : 
 $55.61  
Last Quarter's Ending Price : 
 $62.92  
Last Quarter's Average Price : 
 $56.87  
Change from last quarter's     
avg. price to the last closing  : 
10.15 (17.85%)  




 
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: 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
   MORGAN STANLEY 3276 - 2024-03-31 158,571 $10,417,000 -7,060
   BANK OF AMERICA CORP /DE/ 2690 - 2024-03-31 112,419 $7,385,000 -28,296
   Concurrent Investment Advisors LLC 111 - 2024-03-31 78,765 $5,174,000 -4,099
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1254 - 2024-03-31 60,414 $3,969,000 -87,484
   BENJAMIN F. EDWARDS & COMPANY INC. 266 - 2024-03-31 52,451 $3,446,000 -596
   RAYMOND JAMES & ASSOCIATES 1818 - 2024-03-31 51,823 $3,405,000 -1,260
   ENVESTNET ASSET MANAGEMENT INC 2254 - 2024-03-31 49,728 $3,267,000 -1,034
   MONEYWISE INC. 18 - 2024-03-31 45,789 $3,008,000 -5,169
   Equitable Holdings Inc. 391 - 2024-03-31 36,797 $2,417,000 -975
   UBS Group AG 2942 - 2024-03-31 31,716 $2,084,000 -157
   Advisor Group Holdings Inc. 1700 - 2024-03-31 30,112 $1,978,000 -2,024
   MONECO Advisors LLC 99 - 2024-03-31 26,472 $1,739,000 -10,194
   STIFEL FINANCIAL CORP 1904 - 2024-03-31 23,609 $1,551,000 -1,688
   MTM Investment Management LLC 60 - 2024-03-31 17,667 $1,161,000 -775
   Steward Partners Investment Advisory LLC 733 - 2024-03-31 17,619 $1,158,000 -700
   FINANCIAL NETWORK 1353 - 2024-03-31 17,576 $1,155,000 -8,130
   Geneos Wealth Management Inc. 483 - 2024-03-31 8,128 $534,000 -159
   BSC PRIVATE WEALTH MANAGEMENT LLC 94 - 2024-03-31 8,000 $526,000 -97
   Dunhill Financial LLC 34 - 2024-03-31 7,722 $507,000 -688
   JANNEY MONTGOMERY SCOTT LLC 2106 - 2024-03-31 6,315 $415,000 -100
   Strid Group LLC 44 - 2024-03-31 4,410 $290,000 -967
   Financial Advocates Investment Management 655 - 2024-03-31 3,798 $250,000 -100
   Cornerstone Wealth Management LLC 494 - 2024-03-31 3,451 $227,000 -129
   Intrua Financial LLC 301 - 2023-03-31 4,016 $224,000 -1,266
   WEALTH EFFECTS LLC 190 - 2024-03-31 3,272 $215,000 -30
   CWM LLC 2074 - 2024-03-31 1,064 $70,000 -104
   Global Retirement Partners LLC 1414 - 2024-03-31 735 $48,000 -50
   FMR LLC 3634 - 2024-03-31 470 $31,000 -1
   Spire Wealth Management 1801 - 2024-03-31 107 $7,000 -21
  29 Records found
  1    
  Page 1 of 1
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