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Get Institutions for : 
First Trust Developed Markets Ex Us Alphadex Fund (FDT)  
$57.07 0.62 (1.1%) as of 4:30 Wed 5/15


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 117    4
Total shares held : 
 5,912,058  
% of shares held : 
 8.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -34  
Amount of shares held : 
 -500,260  
% of shares held change : 
   -0.76%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $49.48  
Last Quarter's Ending Price : 
 $52.51  
Last Quarter's Average Price : 
 $50.08  
Change from last quarter's     
avg. price to the last closing  : 
6.99 (13.96%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 38,010
 0.64%
 
Increased Positions :
34
 430,645
 7.28%
 
Unchanged Positions :
15
 29,361
 0.5%
 
Decreased Positions :
64
-818,346
-13.84%
 
Closed Positions :
8
-150,569
-2.55%
 
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 1612 - 2023-12-31 1,062,977 $55,817,000 -88,964
   LPL FINANCIAL CORP 805 - 2024-03-31 476,385 $26,735,000 -15,919
   ENVESTNET ASSET MANAGEMENT INC 895 - 2023-12-31 494,638 $25,973,000 -9,483
   WELLS FARGO & CO/MN 1079 - 2024-03-31 380,372 $21,347,000 3,499
   Kingsview Wealth Management LLC 33 - 2024-03-31 375,963 $21,099,000 38,094
   ROYAL BANK OF CANADA 1463 - 2023-12-31 187,398 $9,841,000 -25,177
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 840 - 2024-03-31 161,853 $9,083,000 2,504
   JANE STREET GROUP LLC 1087 - 2023-12-31 152,286 $7,997,000 130,362
   UBS Group AG 1633 - 2023-12-31 145,200 $7,624,000 -16,111
   CITADEL ADVISORS LLC 1362 - 2023-12-31 133,641 $7,017,000 59,967
   Coppell Advisory Solutions Corp. 4 - 2023-03-31 116,050 $5,854,000 31,229
   Advisor Group Holdings Inc. 1004 - 2024-03-31 92,874 $5,212,000 -110,979
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 418 - 2024-03-31 86,442 $4,851,000 25,454
   Coppell Advisory Solutions LLC 23 - 2023-12-31 91,186 $4,788,000 6,365
   Cetera Investment Advisers 477 - 2023-12-31 84,548 $4,440,000 -800
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 838 - 2024-03-31 75,117 $4,216,000 10,182
   Mainsail Financial Group LLC 15 - 2024-03-31 72,855 $4,089,000 -224
   BANK OF NEW YORK MELLON CORP 2416 - 2024-03-31 72,444 $4,066,000 -2,050
   BB&T CORP 936 - 2023-12-31 77,277 $4,058,000 -2,783
   FSB PREMIER WEALTH MANAGEMENT INC. 14 - 2024-03-31 61,443 $3,448,000 -3,886
   H D Vest Advisory Services 402 - 2024-03-31 58,197 $3,266,000 -14,608
   AE Wealth Management LLC 746 - 2023-12-31 60,120 $3,118,000 211
   FIRST TRUST ADVISORS LP 1539 - 2023-12-31 58,621 $3,078,000 45,809
   Integrated Wealth Concepts LLC 371 - 2023-12-31 52,183 $2,740,000 -2,240
   WEALTHSOURCE PARTNERS LLC 93 - 2023-12-31 51,013 $2,679,000 -529
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1490 - 2024-03-31 45,980 $2,580,000 9,282
   SIGNALPOINT ASSET MANAGEMENT, LLC 30 - 2024-03-31 45,271 $2,541,000 -15,753
   STIFEL FINANCIAL CORP 1534 - 2023-12-31 46,232 $2,428,000 -43,331
   Snowden Capital Advisors LLC 249 - 2023-12-31 45,394 $2,384,000 -7,398
   TPG Financial Advisors LLC 26 - 2023-12-31 39,813 $2,091,000 -842
   Envestnet Portfolio Solutions Inc. 636 - 2024-03-31 35,896 $2,014,000 4,994
   FINANCIAL NETWORK 962 - 2023-12-31 37,599 $1,974,000 -2,591
   COMMONWEALTH EQUITY SERVICES LLC. 1819 - 2024-03-31 32,958 $1,850,000 -39,894
   LVZ Advisors Inc. 36 - 2024-03-31 29,947 $1,681,000 1,024
   Atria Wealth Solutions Inc. 658 - 2023-12-31 31,628 $1,661,000 2,308
   CWM LLC 676 - 2024-03-31 28,674 $1,609,000 -13,386
   ATRIA INVESTMENTS LLC 686 - 2023-12-31 30,362 $1,594,000 4,182
   L & S ADVISORS INC 134 - 2024-03-31 27,888 $1,565,000 1,059
   Towerpoint Wealth LLC 26 - 2024-03-31 26,965 $1,513,000 693
   NewEdge Wealth LLC 366 - 2024-03-31 26,780 $1,477,000 15
   IFP Advisors Inc 305 - 2023-12-31 27,897 $1,465,000 -14,317
   IAMS WEALTH MANAGEMENT LLC 37 - 2024-03-31 26,508 $1,423,000 436
   PROSPERA FINANCIAL SERVICES 383 - 2023-12-31 26,724 $1,403,000 2,448
   Gateway Wealth Partners LLC 52 - 2023-12-31 23,975 $1,259,000 7,296
   OneAscent Financial Services LLC 103 - 2024-03-31 21,984 $1,234,000 3,535
   GTS SECURITIES LLC 542 *New 2023-12-31 22,930 $1,204,000 22,930
   PARK AVENUE SECURITIES LLC 581 - 2024-03-31 21,397 $1,201,000 835
   Catalyst Wealth Management LLC 37 - 2023-03-31 23,395 $1,186,000 3,809
   INTL FCSTONE INC. 145 - 2024-03-31 20,857 $1,170,000 -3,750
   Stratos Wealth Partners LTD. 596 - 2024-03-31 19,966 $1,121,000 -216
   Orion Portfolio Solutions LLC 939 - 2024-03-31 19,794 $1,111,000 1,544
   Private Advisor Group LLC 1121 - 2024-03-31 19,527 $1,096,000 -702
   COMERICA BANK 1509 - 2023-12-31 20,119 $1,056,000 -2,726
   DAVIDSON D A & CO 699 - 2023-12-31 19,698 $1,034,000 -1,709
   SILVER OAK SECURITIES Inc 149 - 2024-03-31 17,024 $955,000 10
   SFI Advisors LLC 35 - 2023-12-31 17,855 $938,000 -295
   Kestra Advisory Services LLC 1158 - 2023-12-31 17,609 $925,000 -19,740
   BENJAMIN F. EDWARDS & COMPANY INC. 522 - 2024-03-31 16,351 $918,000 -89
   NBC SECURITIES INC. 263 - 2024-03-31 15,836 $888,000 -3,788
   MULTIFINANCIAL SECURITIES CORP 852 - 2023-12-31 15,718 $825,000 1,067
   JANNEY MONTGOMERY SCOTT LLC 1697 - 2024-03-31 12,883 $723,000 -1,610
   Patriot Financial Group Insurance Agency LLC 204 - 2024-03-31 12,574 $706,000 2,723
   NATIONAL ASSET MANAGEMENT, INC. 683 - 2023-12-31 12,625 $663,000 -4,499
   S.C. Financial Services Inc. 29 - 2022-12-31 13,583 $648,000 244
   GREAT VALLEY ADVISOR GROUP INC. 440 - 2024-03-31 11,535 $647,000 11
   Waterfront Wealth Inc. 150 - 2023-12-31 12,099 $635,000 0
   CAPTRUST FINANCIAL ADVISORS 1565 - 2023-12-31 12,090 $635,000 2,810
   RAYMOND JAMES & ASSOCIATES 2944 - 2024-03-31 10,329 $580,000 -15,501
   Cyndeo Wealth Partners LLC 248 - 2024-03-31 10,153 $570,000 0
   Goss Wealth Management LLC 1206 - 2023-12-31 10,909 $566,000 -711
   Pine Valley Investments Ltd Liability Co 271 - 2024-03-31 9,893 $555,000 306
   PROEQUITIES INC. 450 - 2024-03-31 8,517 $478,000 541
   SIGNATURE SECURITIES GROUP CORPORATION 129 - 2024-03-31 8,345 $468,000 234
   ABLE Financial Group LLC 94 - 2024-03-31 8,228 $462,000 -991
   Pinnacle Family Advisors LLC 59 - 2023-12-31 8,266 $434,000 44
   MML INVESTORS SERVICES LLC 1867 - 2023-12-31 7,693 $404,000 24
   Global Retirement Partners LLC 583 - 2024-03-31 7,048 $396,000 -189
   HARBOUR INVESTMENTS INC. 618 - 2023-12-31 7,423 $390,000 279
   OLD MISSION CAPITAL LLC 691 - 2023-12-31 7,077 $372,000 -1,667
   EPG Wealth Management LLC 202 - 2023-12-31 5,953 $307,000 99
   Arkadios Wealth Advisors 576 - 2024-03-31 4,732 $266,000 -100
   Element Wealth LLC 112 - 2024-03-31 4,581 $257,000 -267
   MARINER WEALTH ADVISORS, LLC 2481 *New 2023-12-31 4,829 $254,000 4,829
   1776 WEALTH LLC 119 - 2024-03-31 4,364 $245,000 0
   Apollon Wealth Management LLC 948 - 2024-03-31 4,336 $243,000 -34,555
   RFG Advisory Group LLC 654 - 2024-03-31 4,248 $238,000 -33
   COMERICA SECURITIESINC. 430 - 2023-09-30 4,151 $209,000 -40
   Larson Financial Group LLC 442 - 2024-03-31 3,078 $173,000 49
   PRINCIPAL SECURITIES INC. 1096 - 2024-03-31 2,870 $161,000 778
   BENJAMIN EDWARDS INC 371 - 2024-03-31 2,669 $150,000 17
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1725 - 2023-12-31 2,167 $114,000 -371
   Gilliland Jeter Wealth Management LLC 238 *New 2024-03-31 1,452 $81,000 1,452
   BANK OF MONTREAL /CAN/ 2980 - 2023-12-31 1,023 $54,000 600
   Migdal Insurance & Financial Holdings Ltd. 272 - 2024-03-31 954 $54,000 -1,023
   PROVENCE WEALTH MANAGEMENT GROUP 218 - 2023-12-31 1,000 $53,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 380 - 2024-03-31 773 $43,000 0
   ICA Group Wealth Management LLC 572 - 2023-12-31 738 $39,000 738
   PNC FINANCIAL SERVICES GROUP INC 3115 - 2024-03-31 656 $37,000 -567
   Tidemark LLC 270 - 2023-12-31 650 $34,000 0
   TUCKER ASSET MANAGEMENT LLC 282 - 2023-12-31 648 $34,000 -421
  100 Records found
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