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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Waterfront Wealth Inc. 150 - 2023-12-31 12,099 $635,000 0
   Cyndeo Wealth Partners LLC 248 - 2024-03-31 10,153 $570,000 0
   1776 WEALTH LLC 119 - 2024-03-31 4,364 $245,000 0
   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
   Pinnacle Bank 526 - 2024-03-31 400 $22,000 0
   COLONIAL ASSET MANAGEMENT, INC. 495 - 2023-12-31 200 $11,000 0
   BANK OF AMERICA CORP /DE/ 5844 - 2023-12-31 90 $5,000 0
   DB Wealth Management Group LLC 315 - 2023-12-31 103 $5,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1403 - 2024-03-31 46 $3,000 0
   AdvisorNet Financial Inc 1607 - 2024-03-31 36 $2,000 0
   GAMMA Investing LLC 2941 - 2024-03-31 15 $1,000 0
   Householder Group Estate & Retirement Specialist L 1240 - 2024-03-31 7 $0 0

  13 Records found
  1    
  Page 1 of 1
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