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Get Institutions for : 
First Trust Multi Cap Growth AlphaDex Fund (FAD)  
$124.72 2.00 (1.63%) as of 4:30 Wed 5/15


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 53    5
Total shares held : 
 752,947  
% of shares held : 
 36.73%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -11  
Amount of shares held : 
 -78,077  
% of shares held change : 
   -3.81%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $99.20  
Last Quarter's Ending Price : 
 $112.26  
Last Quarter's Average Price : 
 $102.64  
Change from last quarter's     
avg. price to the last closing  : 
22.08 (21.51%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
0
 0
 0%
 
Increased Positions :
19
 46,372
 6.16%
 
Unchanged Positions :
9
 64,859
 8.61%
 
Decreased Positions :
25
-67,514
-8.97%
 
Closed Positions :
5
-56,935
-7.56%
 
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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 677 - 2024-03-31 105,891 $13,193,000 17,731
   MORGAN STANLEY 3523 - 2023-12-31 68,697 $7,712,000 11,244
   Kowal Investment Group LLC 18 - 2024-03-31 27,368 $3,410,000 153
   BANK OF AMERICA CORP /DE/ 3190 - 2023-12-31 27,901 $3,132,000 1,168
   Wealth Management Partners LLC 18 - 2024-03-31 21,843 $2,721,000 14
   Baird Financial Group Inc. 918 - 2023-12-31 18,806 $2,111,000 7,529
   Private Advisor Group LLC 803 - 2024-03-31 16,253 $2,025,000 484
   WELLS FARGO & CO/MN 2573 - 2024-03-31 15,969 $1,990,000 1,438
   UBS Group AG 3217 - 2023-12-31 11,441 $1,284,000 3,790
   Advisor Group Holdings Inc. 2560 - 2024-03-31 6,178 $769,000 398
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1992 - 2024-03-31 5,521 $688,000 283
   STIFEL FINANCIAL CORP 2432 - 2023-12-31 5,597 $628,000 1,020
   WILLNER & HELLER LLC 68 - 2023-12-31 4,033 $453,000 945
   ENVESTNET ASSET MANAGEMENT INC 3444 - 2023-12-31 3,438 $386,000 336
   Lakeview Capital Partners LLC 312 - 2024-03-31 2,675 $333,000 447
   Goss Wealth Management LLC 1876 - 2023-12-31 1,052 $118,000 1,018
   J P MORGAN CHASE & CO 4691 - 2024-03-31 408 $51,000 233
   FMR LLC 3765 - 2023-12-31 184 $21,000 12
   ICA Group Wealth Management LLC 770 - 2023-12-31 150 $17,000 150
  19 Records found
  1    
  Page 1 of 1
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