Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
First Trust Emerging Markets Small Cap Alphadex Fund (FEMS)  
$40.95 0.68 (1.63%) as of 4:30 Wed 5/29


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 71    0
Total shares held : 
 5,658,628  
% of shares held : 
 74.95%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -7  
Amount of shares held : 
 -379,452  
% of shares held change : 
   -5.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $38.22  
Last Quarter's Ending Price : 
 $38.44  
Last Quarter's Average Price : 
 $37.30  
Change from last quarter's     
avg. price to the last closing  : 
3.65 (9.79%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 37,526
 0.66%
 
Increased Positions :
26
 397,486
 7.02%
 
Unchanged Positions :
8
 17,995
 0.32%
 
Decreased Positions :
33
-762,844
-13.48%
 
Closed Positions :
4
-51,620
-0.91%
 
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
   WELLS FARGO & CO/MN 871 - 2024-03-31 866,157 $33,529,000 -7,839
   MORGAN STANLEY 2218 - 2024-03-31 788,815 $30,535,000 -82,699
   Private Advisor Group LLC 349 - 2024-03-31 184,860 $7,156,000 -92,790
   626 Financial LLC 7 - 2024-03-31 150,275 $5,817,000 -6,286
   UBS Group AG 2060 - 2024-03-31 147,586 $5,713,000 -25,808
   Integrated Wealth Concepts LLC 311 - 2024-03-31 101,424 $3,926,000 -9,617
   Advisor Group Holdings Inc. 1259 - 2024-03-31 92,913 $3,603,000 -37,353
   COMMONWEALTH EQUITY SERVICES LLC. 1416 - 2024-03-31 86,351 $3,343,000 -1,786
   FINANCIAL NETWORK 830 - 2024-03-31 78,668 $3,045,000 -14,483
   RAYMOND JAMES & ASSOCIATES 1945 - 2024-03-31 72,603 $2,810,000 -1,740
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1110 - 2024-03-31 66,722 $2,583,000 -13,562
   WEALTHSOURCE PARTNERS LLC 113 - 2023-12-31 58,429 $2,246,000 -9,178
   Quad-Cities Investment Group LLC 27 - 2024-03-31 41,568 $1,609,000 -345
   CAPTRUST FINANCIAL ADVISORS 895 - 2024-03-31 41,466 $1,605,000 -3,158
   RVW Wealth LLC 52 - 2024-03-31 39,325 $1,522,000 -2,252
   Baird Financial Group Inc. 1138 - 2024-03-31 28,178 $1,091,000 -81
   OLD MISSION CAPITAL LLC 368 - 2024-03-31 28,060 $1,086,000 -60,971
   Bridge Advisory LLC 59 - 2024-03-31 23,682 $917,000 -10,437
   Equitable Holdings Inc. 641 - 2024-03-31 23,227 $899,000 -13,168
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 438 - 2024-03-31 11,484 $445,000 -8
   Mutual Advisors LLC 762 - 2024-03-31 10,373 $402,000 -4,117
   American Financial Advisors LLC 116 - 2024-03-31 7,426 $287,000 -2,887
   Western Wealth Management LLC 606 - 2024-03-31 5,590 $216,000 -740
   Spire Wealth Management 780 - 2024-03-31 4,863 $188,000 -268
   M&R CAPITAL MANAGEMENT INC 156 - 2024-03-31 3,445 $133,000 -1,565
   COMERICA BANK 2482 - 2024-03-31 3,000 $116,000 -603
   J P MORGAN CHASE & CO 4535 - 2024-03-31 2,206 $85,000 -3
   Global Retirement Partners LLC 1331 - 2024-03-31 1,511 $58,000 -197
   POM Investment Strategies LLC 83 - 2024-03-31 752 $29,000 -1,095
   Farther Finance Advisors LLC 1501 - 2024-03-31 500 $19,000 -61
  30 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us