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Get Institutions for : 
First Trust Multi Cap Growth AlphaDex Fund (FAD)  
$122.72 0.69 (0.57%) as of 4:30 Tue 5/14


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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  : 
20.08 (19.56%)  




 
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
   LPL FINANCIAL CORP 1319 - 2024-03-31 80,652 $10,048,000 -33
   COMMONWEALTH EQUITY SERVICES LLC. 789 - 2024-03-31 78,712 $9,807,000 -2,417
   BB&T CORP 907 - 2023-12-31 38,870 $4,364,000 -233
   ROYAL BANK OF CANADA 2059 - 2023-12-31 35,462 $3,981,000 -4,380
   DAVIDSON D A & CO 489 - 2023-12-31 18,831 $2,114,000 -864
   RAYMOND JAMES & ASSOCIATES 2134 - 2024-03-31 16,274 $2,028,000 -2,954
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2130 - 2024-03-31 11,543 $1,438,000 -987
   Stonebridge Financial Planning Group LLC 35 - 2023-12-31 12,670 $1,422,000 -500
   626 Financial LLC 22 - 2024-03-31 10,867 $1,354,000 -79
   RPg Family Wealth Advisory LLC - 2023-12-31 10,273 $1,153,000 -346
   Apeiron RIA LLC 71 - 2024-03-31 7,050 $878,000 -23
   IFP Advisors Inc 431 - 2023-12-31 7,094 $796,000 -151
   Geneos Wealth Management Inc. 405 - 2024-03-31 5,959 $742,000 -150
   NBC SECURITIES INC. 402 - 2024-03-31 4,461 $555,000 -69
   PROSPERA FINANCIAL SERVICES 699 - 2023-12-31 4,032 $453,000 -124
   FINANCIAL NETWORK 2120 - 2023-12-31 3,143 $353,000 -72
   Global Retirement Partners LLC 651 - 2024-03-31 2,397 $299,000 -48
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 561 - 2024-03-31 2,187 $270,000 -88
   Kestra Advisory Services LLC 1904 - 2023-12-31 2,395 $269,000 -43
   Gateway Wealth Partners LLC 176 - 2023-12-31 2,301 $258,000 -43
   1ST SOURCE BANK 249 - 2024-03-31 1,606 $200,000 -644
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1641 - 2023-12-31 1,238 $139,000 -120
   HARBOUR INVESTMENTS INC. 1893 - 2023-12-31 170 $19,000 -26,627
   Steward Partners Investment Advisory LLC 3187 - 2023-12-31 19 $2,000 -1
  24 Records found
  1    
  Page 1 of 1
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