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Get Institutions for : 
First Trust Mid Cap Value Alphadex Fund (FNK)  
$53.49 0.04 (0.07%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 54    2
Total shares held : 
 3,367,737  
% of shares held : 
 11.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 -31,785  
% of shares held change : 
   -0.1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $43.81  
Last Quarter's Ending Price : 
 $51.00  
Last Quarter's Average Price : 
 $45.68  
Change from last quarter's     
avg. price to the last closing  : 
7.81 (17.09%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 351,126
 10.43%
 
Increased Positions :
14
 52,401
 1.56%
 
Unchanged Positions :
14
 30,944
 0.92%
 
Decreased Positions :
20
-303,005
-9%
 
Closed Positions :
4
-132,307
-3.93%
 
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
   LEVEL FOUR ADVISORY SERVICES LLC 594 - 2024-03-31 6,126 $312,000 0
   PRIVATE TRUST CO NA 564 - 2024-03-31 4,597 $249,000 0
   Founders Financial Alliance LLC 290 - 2024-03-31 2,831 $153,000 0
   NBC SECURITIES INC. 1075 - 2024-03-31 1,150 $62,000 0
   GAMMA Investing LLC 1039 - 2024-03-31 931 $50,000 0
   HARBOUR INVESTMENTS INC. 1500 - 2023-12-31 881 $45,000 0
   Geneos Wealth Management Inc. 1121 - 2024-03-31 800 $43,000 0
   CWM LLC 2600 - 2024-03-31 573 $31,000 0
   Steward Partners Investment Advisory LLC 2437 - 2024-03-31 431 $23,000 0
   PROEQUITIES INC. 1500 - 2024-03-31 367 $20,000 0
   PNC FINANCIAL SERVICES GROUP INC 3595 - 2024-03-31 246 $13,000 0
   Pacifica Partners Inc. 347 - 2024-03-31 236 $12,000 0
   Global Trust Asset Management LLC 352 - 2024-03-31 201 $11,000 0
   Global Retirement Partners LLC 2373 - 2024-03-31 90 $5,000 0
   Capital Analysts Inc. 975 - 2024-03-31 94 $5,000 0
   GPS Wealth Strategies Group LLC 1038 - 2024-03-31 67 $4,000 0
   ICA Group Wealth Management LLC 1111 - 2024-03-31 62 $3,000 0
   Creekmur Asset Management LLC 676 - 2024-03-31 45 $2,000 0
  18 Records found
  1    
  Page 1 of 1
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