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Get Institutions for : 
First Trust Large Cap Growth Opportunities AlphaDe (FTC)  
$122.80 1.91 (1.58%) as of 4:30 Wed 5/15


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 179    1
Total shares held : 
6,313,782  
% of shares held : 
53.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -37  
Amount of shares held : 
-828,861  
% of shares held change : 
  -7.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$96.54  
Last Quarter's Ending Price : 
$109.56  
Last Quarter's Average Price
$101.05  
Change from last quarter's     
avg. price to the last closing  : 
21.75 (21.52%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 37,582
 0.6%
 
Increased Positions :
51
 320,834
 5.08%
 
Unchanged Positions :
26
 81,217
 1.29%
 
Decreased Positions :
87
-1,091,044
-17.28%
 
Closed Positions :
16
-96,233
-1.52%
 
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
   WIN ADVISORS INC 6 *New 2024-03-31 103,315 $12,737,000 103,315
   NATIXIS ASSET MANAGEMENT ADVISORS LP 1084 *New 2024-03-31 13,703 $1,689,000 13,703
   MILLENNIUM MANAGEMENT LLC 2895 *New 2023-12-31 6,636 $727,000 6,636
   GOLDMAN SACHS GROUP INC/ 3828 *New 2023-12-31 4,634 $508,000 4,634
   GTS SECURITIES LLC 893 *New 2023-12-31 4,630 $507,000 4,630
   Moloney Securities Asset Management LLC 379 *New 2024-03-31 1,947 $240,000 1,947
   CREATIVE PLANNING 2300 *New 2023-12-31 2,073 $227,000 2,073
   HRT FINANCIAL LLC 1621 *New 2023-12-31 1,850 $202,000 1,850
   Founders Financial Alliance LLC 242 *New 2023-12-31 1,833 $201,000 1,833
   SPIRIT OF AMERICA MANAGEMENT CORP/NY 232 *New 2024-03-31 1,278 $152,000 1,278
   EnRich Financial Partners LLC 102 *New 2024-03-31 343 $42,000 343
   GAMMA Investing LLC 1208 *New 2024-03-31 298 $37,000 298
   McIlrath & Eck LLC 571 *New 2024-03-31 101 $12,000 101
   Sound Income Strategies LLC 1054 *New 2024-03-31 19 $2,000 19

  14 Records found
  1    
  Page 1 of 1
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