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Get Institutions for : 
First Trust Large Cap Growth Opportunities AlphaDe (FTC)  
$120.89 0.98 (0.82%) as of 4:30 Tue 5/14


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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  : 
19.84 (19.63%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Cyndeo Wealth Partners LLC 222 - 2024-03-31 6,383 $787,000 0
   1776 WEALTH LLC 60 - 2024-03-31 5,360 $661,000 0
   Well Done LLC 106 - 2024-03-31 4,875 $601,000 0
   WMG Financial Advisors LLC 56 - 2024-03-31 4,501 $555,000 0
   Marks Group Wealth Management Inc 212 - 2024-03-31 4,435 $547,000 0
   STRATEGY ASSET MANAGERS LLC 139 - 2024-03-31 4,163 $513,000 0
   Meridian Wealth Advisors LLC 112 - 2024-03-31 3,950 $487,000 0
   Tyler-Stone Wealth Management 97 - 2023-12-31 3,886 $426,000 0
   SAXON INTERESTS INC. 116 - 2024-03-31 3,253 $401,000 0
   Veriti Management LLC 571 - 2024-03-31 2,837 $350,000 0
   Chicago Wealth Management Inc. 36 - 2023-12-31 2,884 $316,000 0
   JAFFETILCHIN INVESTMENT PARTNERS LLC 281 - 2023-12-31 2,845 $312,000 0
   Cypress Wealth Services LLC 198 - 2024-03-31 2,448 $302,000 0
   THRIVENT FINANCIAL FOR LUTHERANS 2284 - 2023-12-31 2,717 $298,000 0
   Empirical Asset Management LLC 210 - 2024-03-31 2,290 $282,000 0
   WealthBridge Capital Management LLC 141 - 2024-03-31 2,209 $272,000 0
   ICAPITAL WEALTH LLC 94 - 2024-03-31 2,000 $247,000 0
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 439 - 2024-03-31 1,913 $236,000 0
   Clarity Capital Partners LLC 104 - 2024-03-31 1,872 $231,000 0
   PRIVATE TRUST CO NA 607 - 2024-03-31 1,791 $221,000 0
   AdvisorNet Financial Inc 644 - 2024-03-31 766 $94,000 0
   Sunbelt Securities Inc. 726 - 2024-03-31 725 $89,000 0
   Asset Dedication LLC 423 - 2024-03-31 483 $60,000 0
   GPS Wealth Strategies Group LLC 547 - 2024-03-31 343 $42,000 0
   Trifecta Capital Advisors LLC 152 - 2024-03-31 282 $35,000 0
   Farther Finance Advisors LLC 1904 - 2023-12-31 52 $6,000 0
   Key Financial Inc 1008 - 2024-03-31 33 $4,000 0
   DHJJ Financial Advisors Ltd. 571 - 2024-03-31 8 $1,000 0
   St. James Investment Advisors LLC 97 - 2022-12-31 11 $1,000 0
  29 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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