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Get Institutions for : 
First Trust Japan Alphadex Fund (FJP)  
$53.33 0.05 (0.08%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 70    3
Total shares held : 
3,398,463  
% of shares held : 
84.33%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  13  
Amount of shares held : 
11,412  
% of shares held change : 
  0.28%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$49.47  
Last Quarter's Ending Price : 
$50.39  
Last Quarter's Average Price
$49.31  
Change from last quarter's     
avg. price to the last closing  : 
4.02 (8.15%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 137,898
 4.06%
 
Increased Positions :
32
 236,773
 6.97%
 
Unchanged Positions :
7
 3,501
 0.1%
 
Decreased Positions :
22
-325,330
-9.57%
 
Closed Positions :
6
-37,929
-1.12%
 
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
   FIRST TRUST ADVISORS LP 553 - 2024-03-31 721,568 $39,780,000 -92,005
   Congress Wealth Management LLC / DE / 27 - 2024-03-31 716,958 $39,526,000 3,650
   MORGAN STANLEY 2400 - 2024-03-31 468,496 $25,828,000 73,606
   ENVESTNET ASSET MANAGEMENT INC 1443 - 2024-03-31 207,897 $11,461,000 -7,221
   Good Life Advisors LLC 42 - 2024-03-31 106,679 $5,881,000 -371
   LPL FINANCIAL CORP 1659 - 2024-03-31 105,956 $5,841,000 8,874
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 722 - 2024-03-31 72,360 $3,989,000 13,452
   BENJAMIN F. EDWARDS & COMPANY INC. 299 - 2024-03-31 50,786 $2,800,000 -157
   Holistic Financial Partners 13 - 2024-03-31 50,626 $2,791,000 1,397
   RATHBONE BROTHERS PLC 244 - 2024-03-31 46,379 $2,557,000 1,673
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 535 - 2024-03-31 44,856 $2,473,000 12,566
   Coppell Advisory Solutions Corp. 59 - 2024-03-31 39,826 $2,196,000 39,826
   Coppell Advisory Solutions LLC 54 - 2023-12-31 40,919 $2,062,000 39,799
   Guild Investment Management Inc. 16 - 2024-03-31 36,520 $2,013,000 5,850
   US BANCORP 852 - 2024-03-31 35,193 $1,940,000 35,184
   TRANSAMERICA FINANCIAL ADVISORS, INC. 109 - 2024-03-31 33,041 $1,822,000 -7,690
   BANK OF NEW YORK MELLON CORP 2864 - 2024-03-31 30,096 $1,659,000 -1,069
   HIGHTOWER ADVISORS, LLC 1515 - 2024-03-31 28,987 $1,594,000 11,844
   IFP Advisors Inc 285 - 2023-12-31 31,369 $1,581,000 11,859
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1764 - 2024-03-31 28,315 $1,561,000 3,642
   Cetera Investment Advisers 740 - 2024-03-31 26,924 $1,484,000 -11,880
   H D Vest Advisory Services 628 - 2024-03-31 26,654 $1,469,000 16,062
   American Institute for Advanced Investment Managem 24 - 2024-03-31 24,485 $1,350,000 6,020
   RAYMOND JAMES & ASSOCIATES 2417 - 2024-03-31 23,305 $1,285,000 1,695
   Csenge Advisory Group 215 - 2024-03-31 23,008 $1,268,000 1,602
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1602 - 2024-03-31 21,686 $1,196,000 -26,313
   AE Wealth Management LLC 615 - 2024-03-31 21,300 $1,174,000 -5,445
   BB&T CORP 1523 - 2024-03-31 20,850 $1,149,000 619
   Snowden Capital Advisors LLC 517 - 2024-03-31 16,601 $915,000 -4,808
   JANE STREET GROUP LLC 3185 - 2024-03-31 16,524 $911,000 -2,315
   Envestnet Portfolio Solutions Inc. 883 - 2024-03-31 15,969 $880,000 1,515
   Advisor Group Holdings Inc. 2459 - 2024-03-31 15,888 $876,000 -43,094
   MULTIFINANCIAL SECURITIES CORP 1223 *New 2024-03-31 15,762 $869,000 15,762
   RPg Family Wealth Advisory LLC 76 - 2024-03-31 13,763 $759,000 -1,078
   SIGNALPOINT ASSET MANAGEMENT, LLC 102 - 2024-03-31 13,457 $744,000 -300
   Gateway Wealth Partners LLC 93 - 2024-03-31 12,828 $707,000 1,319
   FINANCIAL NETWORK 1723 - 2024-03-31 12,220 $674,000 -25
   HILLTOP HOLDINGS INC. 301 - 2024-03-31 12,202 $673,000 4,814
   JANNEY MONTGOMERY SCOTT LLC 1754 - 2024-03-31 12,024 $663,000 -9,227
   NewEdge Wealth LLC 492 - 2024-03-31 12,503 $663,000 13
   IAMS WEALTH MANAGEMENT LLC 73 - 2024-03-31 12,121 $641,000 897
   Orion Portfolio Solutions LLC 1196 - 2024-03-31 10,636 $586,000 986
   PARK AVENUE SECURITIES LLC 889 - 2024-03-31 10,453 $576,000 -9
   Atria Wealth Solutions Inc. 1191 - 2024-03-31 10,375 $572,000 1,322
   OneAscent Financial Services LLC 195 - 2024-03-31 9,613 $530,000 1,572
   Kestra Advisory Services LLC 1667 - 2024-03-31 8,856 $488,000 430
   CITADEL ADVISORS LLC 4011 - 2024-03-31 6,743 $372,000 -40,868
   DAVIDSON D A & CO 1142 - 2024-03-31 5,979 $330,000 -30
   Stratos Wealth Partners LTD. 1056 *New 2024-03-31 5,881 $324,000 5,881
   COMMONWEALTH EQUITY SERVICES LLC. 3191 - 2024-03-31 5,673 $313,000 74
   MML INVESTORS SERVICES LLC 2087 - 2024-03-31 5,575 $307,000 366
   MARINER WEALTH ADVISORS, LLC 2509 - 2024-03-31 4,971 $274,000 -47
   Patriot Financial Group Insurance Agency LLC 397 *New 2024-03-31 4,728 $261,000 4,728
   STIFEL FINANCIAL CORP 2976 - 2024-03-31 4,654 $257,000 -526
   Global Retirement Partners LLC 706 - 2024-03-31 4,595 $253,000 -26
   OLD MISSION CAPITAL LLC 752 - 2024-03-31 4,197 $231,000 -2,755
   FSB PREMIER WEALTH MANAGEMENT INC. 170 *New 2024-03-31 3,954 $218,000 3,954
   ABLE Financial Group LLC 152 - 2024-03-31 3,954 $218,000 3,954
   GeoWealth Management LLC 663 *New 2024-03-31 3,854 $212,000 3,854
   HARBOUR INVESTMENTS INC. 952 - 2023-12-31 3,162 $159,000 176
   PROEQUITIES INC. 779 - 2024-03-31 2,727 $150,000 182
   PROVENCE WEALTH MANAGEMENT GROUP 184 - 2023-12-31 1,900 $96,000 0
   TSFG LLC 222 - 2024-03-31 1,396 $77,000 -79
   BENJAMIN EDWARDS INC 443 - 2024-03-31 1,252 $69,000 -25
   PRINCIPAL SECURITIES INC. 1517 - 2024-03-31 1,003 $55,000 415
   UBS Group AG 5393 - 2024-03-31 749 $41,000 390
   NBC SECURITIES INC. 1429 - 2024-03-31 375 $21,000 -500
   ROYAL BANK OF CANADA 5561 - 2024-03-31 176 $10,000 -6
   TUCKER ASSET MANAGEMENT LLC 510 - 2023-12-31 155 $8,000 -147
   COMERICA BANK 3199 - 2024-03-31 139 $8,000 13
   TOWER RESEARCH CAPITAL LLC 4514 - 2024-03-31 105 $6,000 105
   PRIVATE TRUST CO NA 1951 *New 2024-03-31 75 $4,000 75
   Retirement Group LLC 689 - 2024-03-31 15 $1,000 0
   Larson Financial Group LLC 1552 *Closed 2024-03-31 0 $0 -87
   FMR LLC 4953 *Closed 2024-03-31 0 $0 -219
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5932 *Closed 2024-03-31 0 $0 -34,732
   ADVISORY SERVICES NETWORK, LLC 2751 *Closed 2024-03-31 0 $0 -1,037
   Spire Wealth Management 2343 *Closed 2024-03-31 0 $0 -33
   WELLS FARGO & CO/MN 6833 *Closed 2024-03-31 0 $0 0
   Financial Gravity Wealth Inc. 1258 *Closed 2024-03-31 0 $0 -3

  80 Records found
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