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Get Institutions for : 
First Trust Mid Cap Growth Alphadex Fund (FNY)  
$74.49 0.89 (1.18%) as of 4:30 Thu 5/16


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 85    1
Total shares held : 
3,113,741  
% of shares held : 
43.86%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -1  
Amount of shares held : 
384,124  
% of shares held change : 
  5.41%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$59.95  
Last Quarter's Ending Price : 
$68.12  
Last Quarter's Average Price
$61.41  
Change from last quarter's     
avg. price to the last closing  : 
13.08 (21.3%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 33,496
 1.08%
 
Increased Positions :
26
 580,205
 18.63%
 
Unchanged Positions :
23
 163,622
 5.25%
 
Decreased Positions :
28
-166,707
-5.35%
 
Closed Positions :
7
-62,870
-2.02%
 
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
   GOLDMAN SACHS GROUP INC/ 2802 - 2023-12-31 50,000 $3,406,000 0
   COMERICA BANK 1699 - 2023-12-31 10,590 $721,000 0
   Stonebridge Financial Planning Group LLC 86 - 2023-12-31 7,450 $507,000 0
   Beacon Pointe Advisors LLC 973 - 2023-12-31 5,500 $375,000 0
   IFP Advisors Inc 698 - 2023-12-31 5,034 $343,000 0
   THRIVENT FINANCIAL FOR LUTHERANS 2269 - 2023-12-31 4,717 $321,000 0
   Keystone Wealth Services LLC 168 - 2024-03-31 4,198 $317,000 0
   1776 WEALTH LLC 109 - 2024-03-31 3,627 $274,000 0
   Kowal Investment Group LLC 154 - 2024-03-31 3,276 $248,000 0
   CWM LLC 1419 - 2024-03-31 3,144 $238,000 0
   Founders Financial Alliance LLC 269 - 2023-12-31 2,084 $142,000 0
   US BANCORP 2652 - 2024-03-31 689 $52,000 0
   NBC SECURITIES INC. 1165 - 2024-03-31 608 $45,000 0
   PNC FINANCIAL SERVICES GROUP INC 3126 - 2024-03-31 482 $36,000 0
   Tyler-Stone Wealth Management 429 - 2023-12-31 442 $30,000 0
   Pacifica Partners Inc. 299 - 2024-03-31 250 $19,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 722 - 2024-03-31 76 $6,000 0
   Qube Research & Technologies Ltd 3357 - 2023-12-31 39 $3,000 0
   PROEQUITIES INC. 2838 - 2024-03-31 0 $0 0

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