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Get Institutions for : 
First Trust Consumer Disc AlphaDEX (FXD)  
$58.30 0.19 (0.32%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 138    8
Total shares held : 
21,283,571  
% of shares held : 
68.11%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -34  
Amount of shares held : 
-2,743,218  
% of shares held change : 
  -8.78%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$50.71  
Last Quarter's Ending Price : 
$58.98  
Last Quarter's Average Price
$52.52  
Change from last quarter's     
avg. price to the last closing  : 
5.78 (11.01%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 122,093
 0.57%
 
Increased Positions :
36
 380,440
 1.79%
 
Unchanged Positions :
35
 153,555
 0.72%
 
Decreased Positions :
62
-3,135,157
-14.73%
 
Closed Positions :
13
-110,594
-0.52%
 
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
   LPL FINANCIAL CORP 824 - 2023-12-31 388,166 $22,894,000 94,770
   RAYMOND JAMES & ASSOCIATES 862 - 2024-03-31 255,071 $16,462,000 23,333
   Nilsine Partners LLC 6 - 2024-03-31 238,235 $15,375,000 110,840
   AMERIPRISE FINANCIAL INC 1469 - 2023-12-31 239,929 $14,148,000 11,824
   UBS Group AG 1314 - 2023-12-31 214,948 $12,678,000 110,462
   ADVISORY SERVICES NETWORK, LLC 68 - 2023-12-31 200,087 $11,801,000 13,457
   Vestmark Advisory Solutions Inc. 75 - 2023-12-31 95,623 $5,640,000 3,961
   Monument Capital Management 22 - 2024-03-31 60,062 $3,876,000 48,923
   NAVELLIER & ASSOCIATES INC 52 - 2023-12-31 63,477 $3,744,000 63,477
   Paragon Private Wealth Management LLC 7 - 2023-12-31 60,361 $3,560,000 907
   TriaGen Wealth Management LLC 23 - 2024-03-31 39,445 $2,546,000 1,186
   DAVIDSON D A & CO 514 - 2023-12-31 32,637 $1,925,000 474
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1284 - 2024-03-31 29,691 $1,916,000 333
   JANE STREET GROUP LLC 2491 - 2023-12-31 31,982 $1,886,000 11,140
   Coppell Advisory Solutions LLC 63 - 2023-12-31 31,516 $1,859,000 31,164
   J P MORGAN CHASE & CO 3015 - 2023-12-31 30,714 $1,812,000 1,317
   DAVENPORT & CO LLC - 2023-12-31 28,239 $1,666,000 1,038
   INTL FCSTONE INC. 129 - 2023-12-31 19,140 $1,129,000 1,782
   TRUST CO OF OKLAHOMA 61 - 2024-03-31 16,808 $1,085,000 7,897
   Capital Wealth Alliance LLC - 2023-12-31 17,085 $1,008,000 2,518
   HFG Advisors Inc. 33 - 2024-03-31 15,049 $971,000 41
   CITADEL ADVISORS LLC 3020 - 2023-12-31 15,448 $911,000 11,074
   Qube Research & Technologies Ltd 1845 - 2023-12-31 10,690 $630,000 519
   Coastal Investment Advisors Inc. 194 - 2024-03-31 9,629 $621,000 302
   MULTIFINANCIAL SECURITIES CORP 1026 - 2023-12-31 10,176 $600,000 185
   FINANCIAL NETWORK 1833 - 2023-12-31 8,910 $526,000 583
   Steward Partners Investment Advisory LLC 995 - 2023-12-31 8,665 $511,000 1,476
   PNC FINANCIAL SERVICES GROUP INC 1519 - 2023-12-31 8,458 $499,000 26
   RPg Family Wealth Advisory LLC - 2023-12-31 8,052 $475,000 755
   Kesler Norman & Wride LLC 130 - 2024-03-31 7,150 $461,000 366
   COMERICA BANK 2028 - 2023-12-31 5,877 $347,000 2,537
   Arkadios Wealth Advisors - 2023-12-31 5,384 $318,000 12
   Csenge Advisory Group 539 - 2023-12-31 4,768 $281,000 522
   Founders Financial Alliance LLC 245 - 2023-12-31 3,318 $196,000 233
   Aptus Capital Advisors LLC 683 - 2023-12-31 709 $42,000 426
   GUARDIAN WEALTH ADVISORS LLC / NC 317 - 2023-12-31 709 $42,000 426
   Financial Advisory Service Inc. - 2023-12-31 570 $34,000 2
   Geneos Wealth Management Inc. - 2023-12-31 272 $16,000 2

  38 Records found
  1    
  Page 1 of 1
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