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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
   ETFIDEA LLC - 2023-12-31 12,571 $891,000 0
   MEITAV DASH INVESTMENTS LTD 163 - 2024-03-31 7,550 $577,000 0
   STAR Financial Bank 53 - 2023-12-31 7,341 $520,000 0
   PCA Investment Advisory Services Inc. 52 - 2023-12-31 6,387 $452,000 0
   1776 WEALTH LLC 81 - 2023-12-31 6,266 $444,000 0
   DFPG INVESTMENTS INC. 453 - 2023-12-31 5,650 $400,000 0
   Key Client Fiduciary Advisors LLC 140 - 2024-03-31 3,800 $290,000 0
   MERCER GLOBAL ADVISORS INC /ADV 1685 - 2023-12-31 3,717 $263,000 0
   JANNEY CAPITAL MANAGEMENT LLC 220 - 2024-03-31 3,263 $249,000 0
   DHJJ Financial Advisors Ltd. 142 - 2024-03-31 2,516 $192,000 0
   Halpern Financial Inc. 77 - 2024-03-31 1,040 $79,000 0
   Asset Dedication LLC 390 - 2024-03-31 1,012 $77,000 0
   CITIGROUP INC 3653 - 2023-12-31 600 $43,000 0
   SMITHFIELD TRUST CO 575 - 2023-12-31 600 $43,000 0
   Creative Capital Management Investments LLC 92 - 2024-03-31 531 $41,000 0
   PRIVATE TRUST CO NA 1266 - 2024-03-31 430 $33,000 0
   GPS Wealth Strategies Group LLC 599 - 2023-12-31 453 $32,000 0
   Qube Research & Technologies Ltd 3074 - 2023-12-31 260 $18,000 0
   CITY HOLDING CO 394 - 2024-03-31 165 $13,000 0
   Pacifica Partners Inc. 351 - 2024-03-31 149 $11,000 0
   Farther Finance Advisors LLC 1735 - 2023-12-31 119 $8,000 0
   AdvisorNet Financial Inc 1360 - 2024-03-31 96 $7,000 0
   GAMMA Investing LLC 2216 - 2024-03-31 93 $7,000 0
   Key Financial Inc 1023 - 2024-03-31 46 $3,000 0
   Parallel Advisors LLC 2746 - 2023-12-31 26 $2,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 913 *New 2023-12-31 0 $0 0
  26 Records found
  1    
  Page 1 of 1
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