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Get Institutions for : 
First Trust Large Cap Core AlphaDex Fund (FEX)  
$94.85 0.72 (0.77%) as of 4:30 Thu 5/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 177    5
Total shares held : 
6,668,952  
% of shares held : 
47.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -17  
Amount of shares held : 
-696,920  
% of shares held change : 
  -5%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$80.28  
Last Quarter's Ending Price : 
$90.16  
Last Quarter's Average Price
$83.63  
Change from last quarter's     
avg. price to the last closing  : 
11.22 (13.42%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 52,940
 0.79%
 
Increased Positions :
53
 253,799
 3.81%
 
Unchanged Positions :
53
 184,402
 2.77%
 
Decreased Positions :
65
-909,764
-13.64%
 
Closed Positions :
11
-93,895
-1.41%
 
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
   KPP Advisory Services LLC 161 *Closed 2023-12-31 0 $0 -28,541
   ATRIA INVESTMENTS LLC 915 *Closed 2023-12-31 0 $0 -31,346
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 1045 *Closed 2023-12-31 0 $0 -141
   Good Life Advisors LLC 438 *Closed 2023-12-31 0 $0 -2,517
   Peterson Financial Group Inc. 88 *Closed 2024-03-31 0 $0 -3,772
   RPg Family Wealth Advisory LLC *Closed 2023-12-31 0 $0 -6,455
   GeoWealth Management LLC 711 *Closed 2023-12-31 0 $0 -3,074
   SP Asset Management LLC 120 *Closed 2023-12-31 0 $0 -2,887
   Newbridge Financial Services Group Inc. 1290 *Closed 2024-03-31 0 $0 -20
   Joule Financial LLC 111 *Closed 2023-12-31 0 $0 -4,365
   AMERIPRISE FINANCIAL INC 3915 *Closed 2023-12-31 0 $0 -2,681
   VIRTU FINANCIAL LLC 2233 *Closed 2023-12-31 0 $0 -4,966
   Orion Portfolio Solutions LLC 1745 *Closed 2023-12-31 0 $0 -8,973

  13 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results