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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 310 - 2024-03-31 837,768 $103,280,000 -144,156
   MORGAN STANLEY 1199 - 2023-12-31 853,961 $93,560,000 -136,673
   JANNEY MONTGOMERY SCOTT LLC 123 - 2024-03-31 439,621 $54,196,000 -10,512
   UBS Group AG 909 - 2023-12-31 272,284 $29,831,000 -9,401
   ENVESTNET ASSET MANAGEMENT INC 962 - 2023-12-31 208,135 $22,803,000 -49,382
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 535 - 2024-03-31 149,348 $18,412,000 -146,464
   BANK OF AMERICA CORP /DE/ 1871 - 2023-12-31 164,966 $18,074,000 -6,747
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 346 - 2024-03-31 111,441 $13,738,000 -8,765
   U.S. Capital Wealth Advisors LLC 58 - 2024-03-31 78,038 $9,621,000 -738
   H D Vest Advisory Services 211 - 2024-03-31 66,965 $8,255,000 -804
   ROYAL BANK OF CANADA 1590 - 2023-12-31 72,350 $7,926,000 -56,516
   STIFEL FINANCIAL CORP 972 - 2023-12-31 58,463 $6,407,000 -18,030
   Cetera Investment Advisers 367 - 2023-12-31 57,584 $6,309,000 -3,677
   DAVIDSON D A & CO 250 - 2023-12-31 54,584 $5,980,000 -2,907
   FINANCIAL NETWORK 503 - 2023-12-31 53,853 $5,900,000 -2,575
   Integrated Wealth Concepts LLC 236 - 2023-12-31 44,998 $4,930,000 -65,229
   Advisor Group Holdings Inc. 1070 - 2024-03-31 38,339 $4,727,000 -45,894
   Snowden Capital Advisors LLC 152 - 2023-12-31 42,838 $4,693,000 -17,745
   Beck Bode LLC 31 - 2023-12-31 41,684 $4,567,000 -4,371
   IFP Advisors Inc 101 - 2023-12-31 40,713 $4,460,000 -3,174
   FIRST TRUST ADVISORS LP 1350 - 2023-12-31 39,057 $4,279,000 -281,587
   IHT Wealth Management LLC 113 - 2023-12-31 38,671 $4,237,000 -1,866
   Coppell Advisory Solutions LLC 25 - 2023-12-31 35,811 $3,923,000 -3,057
   FSB PREMIER WEALTH MANAGEMENT INC. 13 - 2024-03-31 31,532 $3,887,000 -3,824
   Atria Wealth Solutions Inc. 390 - 2023-12-31 33,762 $3,699,000 -5,633
   BANK OF NEW YORK MELLON CORP 2535 - 2024-03-31 25,203 $3,107,000 -2,060
   Private Advisor Group LLC 637 - 2024-03-31 24,622 $3,035,000 -671
   LVZ Advisors Inc. 20 - 2024-03-31 23,143 $2,853,000 -2,348
   AE Wealth Management LLC 785 - 2023-12-31 24,906 $2,785,000 -9
   BSC PRIVATE WEALTH MANAGEMENT LLC 47 - 2024-03-31 22,250 $2,743,000 -418
   Equitable Holdings Inc. 336 - 2023-12-31 24,375 $2,671,000 -748
   HFG Advisors Inc. 9 - 2024-03-31 20,902 $2,577,000 -3,284
   Stratos Wealth Partners LTD. 404 - 2024-03-31 19,031 $2,346,000 -527
   Kestra Advisory Services LLC 736 - 2023-12-31 20,756 $2,274,000 -1,581
   CoreCap Advisors LLC 135 - 2023-12-31 20,144 $2,207,000 -2,998
   Apollon Wealth Management LLC 283 - 2024-03-31 16,649 $2,052,000 -184
   MULTIFINANCIAL SECURITIES CORP 497 - 2023-12-31 18,580 $2,036,000 -242
   BB&T CORP 1274 - 2023-12-31 16,744 $1,834,000 -4,789
   ETFIDEA LLC 33 - 2024-03-31 14,720 $1,815,000 -699
   INTL FCSTONE INC. 109 - 2024-03-31 14,351 $1,769,000 -3,801
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1999 - 2024-03-31 13,076 $1,612,000 -19,446
   SIGNALPOINT ASSET MANAGEMENT, LLC 50 - 2024-03-31 12,790 $1,577,000 -4,760
   MML INVESTORS SERVICES LLC 1161 - 2023-12-31 13,114 $1,437,000 -3,181
   NBC SECURITIES INC. 167 - 2024-03-31 11,115 $1,371,000 -110
   Rockefeller Capital Management L.P. 1036 - 2023-12-31 12,487 $1,368,000 -390
   CWM LLC 728 - 2024-03-31 11,082 $1,366,000 -100
   Keystone Wealth Services LLC 56 - 2024-03-31 10,780 $1,329,000 -49
   NewEdge Wealth LLC 384 - 2024-03-31 11,020 $1,289,000 -925
   Gateway Wealth Partners LLC 56 - 2023-12-31 11,032 $1,209,000 -2,141
   PARK AVENUE SECURITIES LLC 602 - 2024-03-31 9,218 $1,136,000 -101
   OPPENHEIMER & CO INC 696 - 2024-03-31 9,145 $1,127,000 -46
   Orion Portfolio Solutions LLC 958 - 2024-03-31 8,539 $1,053,000 -132
   GREAT VALLEY ADVISOR GROUP INC. 370 - 2024-03-31 8,182 $1,009,000 -681
   Cresset Asset Management LLC 892 - 2023-12-31 8,729 $956,000 -10
   KESTRA PRIVATE WEALTH SERVICES LLC 568 - 2024-03-31 7,661 $944,000 -3,727
   Stonebridge Financial Planning Group LLC 51 - 2023-12-31 7,990 $875,000 -1,892
   TRANSAMERICA FINANCIAL ADVISORS, INC. 129 - 2023-12-31 7,848 $860,000 -6,643
   Virtue Capital Management LLC 97 - 2023-12-31 7,927 $844,000 -64
   True Capital Management 45 - 2023-03-31 8,708 $810,000 -189
   J P MORGAN CHASE & CO 3531 - 2024-03-31 5,862 $723,000 -88
   Global Retirement Partners LLC 474 - 2024-03-31 5,044 $622,000 -130
   Householder Group Estate & Retirement Specialist L 117 - 2024-03-31 4,719 $582,000 -125
   Strid Group LLC 33 - 2024-03-31 4,682 $577,000 -522
   Geneos Wealth Management Inc. 467 - 2024-03-31 4,632 $571,000 -423
   Gladstone Institutional Advisory LLC 400 - 2023-12-31 5,014 $549,000 -2,312
   PFG Advisors 375 - 2024-03-31 4,387 $541,000 -410
   CITIGROUP INC 2744 - 2024-03-31 4,066 $501,000 -67
   Walkner Condon Financial Advisors LLC 157 - 2024-03-31 3,920 $483,000 -873
   RFG Advisory Group LLC 516 - 2024-03-31 3,788 $467,000 -181
   ABLE Financial Group LLC 95 - 2024-03-31 3,680 $454,000 -1,108
   Pine Valley Investments Ltd Liability Co 322 - 2024-03-31 3,250 $401,000 -48
   US BANCORP 1633 - 2024-03-31 3,192 $394,000 -36
   Pinnacle Family Advisors LLC 69 - 2023-12-31 3,374 $370,000 -1,610
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 486 - 2024-03-31 2,772 $342,000 -150
   Crumly & Associates Inc. 113 - 2024-03-31 2,676 $330,000 -494
   PCA Investment Advisory Services Inc. 82 - 2024-03-31 2,568 $317,000 -1
   Foundations Investment Advisors LLC 530 - 2023-12-31 2,765 $314,000 -26
   NATIONAL ASSET MANAGEMENT, INC. 1044 - 2023-12-31 2,804 $307,000 -1,279
   PNC FINANCIAL SERVICES GROUP INC 1866 - 2024-03-31 2,494 $307,000 -1,996
   GeoWealth Management LLC 429 - 2023-12-31 2,501 $273,000 -73,191
   WEDBUSH MORGAN SECURITIES INC 821 - 2023-12-31 2,434 $267,000 -30
   Wealthcare Advisory Partners LLC 714 - 2024-03-31 2,055 $253,000 -576
   Spire Wealth Management 726 - 2024-03-31 1,954 $241,000 -36
   Concorde Asset Management LLC 142 - 2023-12-31 1,987 $218,000 -942
   BlueChip Wealth Advisors LLC 116 - 2024-03-31 1,759 $217,000 -300
   COMERICA SECURITIESINC. 434 - 2023-09-30 2,130 $206,000 -17
   AMERIVEST INVESTMENT MANAGEMENT LLC 188 - 2023-06-30 1,488 $151,000 -13
   PRINCIPAL SECURITIES INC. 1137 - 2024-03-31 1,154 $142,000 -88
   BENJAMIN EDWARDS INC 378 - 2024-03-31 1,103 $136,000 -54
   FIFTH THIRD BANCORP 1287 - 2024-03-31 479 $59,000 -123
   Steward Partners Investment Advisory LLC 2022 - 2023-12-31 424 $46,000 -208
   TUCKER ASSET MANAGEMENT LLC 298 - 2023-12-31 281 $31,000 -281
   Nelson Van Denburg & Campbell Wealth Management Gr 2214 - 2024-03-31 25 $3,000 -59
  93 Records found
  1    
  Page 1 of 1
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