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Get Institutions for : 
First Trust Large Cap Value Opportunities AlphaDex (FTA)  
$73.79 0.37 (0.5%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 182    3
Total shares held : 
 11,405,221  
% of shares held : 
 79.36%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -33  
Amount of shares held : 
 -947,537  
% of shares held change : 
   -6.59%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $63.80  
Last Quarter's Ending Price : 
 $70.84  
Last Quarter's Average Price : 
 $66.10  
Change from last quarter's     
avg. price to the last closing  : 
7.69 (11.63%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 39,510
 0.35%
 
Increased Positions :
56
 378,286
 3.32%
 
Unchanged Positions :
30
 97,685
 0.86%
 
Decreased Positions :
86
-1,258,057
-11.03%
 
Closed Positions :
13
-107,276
-0.94%
 
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
   Kaydan Wealth Management Inc. 6 *New 2024-03-31 287,355 $21,948,000 287,355
   9258 Wealth Management LLC *New 2024-03-31 10,213 $780,000 10,213
   AMERIPRISE FINANCIAL INC 3345 *New 2023-12-31 7,795 $552,000 7,795
   Virtue Capital Management LLC 295 *New 2023-12-31 3,417 $242,000 3,417
   EUDAIMONIA ADVISORS LLC 154 *New 2024-03-31 2,804 $214,000 2,804
   Core Wealth Partners LLC 129 *New 2024-03-31 2,766 $211,000 2,766
   Aprio Wealth Management LLC 218 *New 2024-03-31 2,750 $210,000 2,750
   Sequoia Financial Advisors LLC 1037 *New 2024-03-31 2,736 $209,000 2,736
   Simplicity WealthLLC 1072 *New 2024-03-31 2,623 $200,000 2,623
   ADVISORY SERVICES NETWORK, LLC 1305 *New 2023-12-31 2,657 $188,000 2,657
   Pinnacle Bank 329 *New 2024-03-31 963 $74,000 963
   SIGNATUREFD, LLC *New 2024-03-31 40 $3,000 40
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 913 *New 2023-12-31 0 $0 0
  13 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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