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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
   BNP PARIBAS ARBITRAGE SA 1150 - 2023-12-31 50,000 $2,949,000 0
   STEPHENS INC /AR/ 592 - 2023-12-31 13,667 $806,000 0
   Spire Wealth Management 424 - 2024-03-31 12,330 $796,000 0
   IHT Wealth Management LLC 523 - 2023-12-31 10,670 $629,000 0
   MTM Investment Management LLC 96 - 2024-03-31 9,322 $602,000 0
   LEVEL FOUR ADVISORY SERVICES LLC 462 - 2023-12-31 8,489 $501,000 0
   Family Asset Management LLC 72 - 2023-12-31 7,466 $440,000 0
   L.M. KOHN & COMPANY 210 - 2024-03-31 4,169 $269,000 0
   SYNOVUS FINANCIAL CORP 757 - 2023-12-31 4,195 $247,000 0
   Snowden Capital Advisors LLC 985 - 2023-12-31 4,157 $245,000 0
   Ballew Advisors Inc 91 - 2024-03-31 3,632 $221,000 0
   COUNTRY TRUST BANK 135 - 2024-03-31 1,781 $115,000 0
   PROEQUITIES INC. 1075 - 2023-12-31 1,000 $59,000 0
   Piscataqua Savings Bank 197 - 2024-03-31 465 $30,000 0
   City State Bank 379 - 2024-03-31 425 $27,000 0
   Bank of New Hampshire 359 - 2024-03-31 400 $26,000 0
   BLACKROCK INC. 4718 - 2023-12-31 400 $24,000 0
   SIGNATUREFD, LLC 1833 - 2023-12-31 400 $24,000 0
   Newbridge Financial Services Group Inc. 587 - 2024-03-31 315 $20,000 0
   Register Financial Advisors LLC 464 - 2024-03-31 277 $18,000 0
   Mascoma Wealth Management LLC - 2023-12-31 177 $10,000 0
   SANDY SPRING BANK - 2023-12-31 145 $9,000 0
   Beacon Capital Management LLC 603 - 2023-12-31 136 $7,000 0
   GPS Wealth Strategies Group LLC 952 - 2023-12-31 99 $6,000 0
   Westside Investment Management Inc. 710 - 2024-03-31 61 $4,000 0
   Global Retirement Partners LLC 2893 - 2024-03-31 20 $1,000 0
   Capital Analysts Inc. 1030 - 2023-12-31 12 $1,000 0
   DB Wealth Management Group LLC 356 - 2023-12-31 11 $1,000 0
   DHJJ Financial Advisors Ltd. 765 - 2024-03-31 5 $0 0
  29 Records found
  1    
  Page 1 of 1
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