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Get Institutions for : 
First Trust Financials AlphaDEX (FXO)  
$44.98 0.41 (0.9%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 180    2
Total shares held : 
 10,264,399  
% of shares held : 
 34.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -48  
Amount of shares held : 
 -1,203,149  
% of shares held change : 
   -3.99%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $43.45  
Last Quarter's Ending Price : 
 $47.52  
Last Quarter's Average Price : 
 $44.36  
Change from last quarter's     
avg. price to the last closing  : 
0.62 (1.4%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 116,545
 1.14%
 
Increased Positions :
41
 189,700
 1.85%
 
Unchanged Positions :
37
 115,750
 1.13%
 
Decreased Positions :
87
-1,184,012
-11.54%
 
Closed Positions :
17
-325,382
-3.17%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   OPPENHEIMER & CO INC 1443 *Closed 2024-03-31 0 $0 -10,360
   AE Wealth Management LLC 1232 *Closed 2024-03-31 0 $0 -7,388
   Planning Capital Management Corp 645 *Closed 2024-03-31 0 $0 -1,600
   ADVISORY SERVICES NETWORK, LLC 2208 *Closed 2024-03-31 0 $0 -918
   FARMERS & MERCHANTS INVESTMENTS INC 1684 *Closed 2024-03-31 0 $0 -94
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1750 *Closed 2023-09-30 0 $0 -6,522
   GOLDMAN SACHS GROUP INC/ 4703 *Closed 2024-03-31 0 $0 -12,534
   Eudaimonia Partners LLC 266 *Closed 2024-03-31 0 $0 -5,627
   TWO SIGMA INVESTMENTS LLC 3155 *Closed 2024-03-31 0 $0 -7,400
   RENAISSANCE TECHNOLOGIES LLC 3956 *Closed 2024-03-31 0 $0 -9,500
   Petix & Botte Co 155 *Closed 2024-03-31 0 $0 -4,672
   GRADIENT INVESTMENTS LLC 1817 *Closed 2024-03-31 0 $0 -169
   ODell Group LLC 367 *Closed 2024-03-31 0 $0 -1,294
   H D Vest Advisory Services 1725 *Closed 2024-03-31 0 $0 -5,390
   Trilogy Capital Inc. 340 *Closed 2024-03-31 0 $0 -5,588
  15 Records found
  1    
  Page 1 of 1
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