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Get Institutions for : 
First Trust Health Care AlphaDEX (FXH)  
$104.00 0.59 (0.57%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 245    5
Total shares held : 
 6,794,574  
% of shares held : 
 49.42%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -72  
Amount of shares held : 
 -715,050  
% of shares held change : 
   -5.2%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $96.59  
Last Quarter's Ending Price : 
 $103.55  
Last Quarter's Average Price : 
 $96.37  
Change from last quarter's     
avg. price to the last closing  : 
7.63 (7.92%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 49,768
 0.73%
 
Increased Positions :
50
 176,792
 2.6%
 
Unchanged Positions :
61
 126,538
 1.86%
 
Decreased Positions :
117
-802,165
-11.81%
 
Closed Positions :
22
-139,445
-2.05%
 
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
   MARINER WEALTH ADVISORS, LLC 1469 *New 2023-12-31 9,136 $946,000 9,136
   HANCOCK HOLDING CO 369 *New 2023-12-31 7,000 $725,000 7,000
   One Charles Private Wealth Services LLC 61 *New 2023-12-31 5,898 $611,000 5,898
   GoalVest Advisory LLC 77 *New 2024-03-31 4,383 $480,000 4,383
   Patriot Financial Group Insurance Agency LLC 284 *New 2023-12-31 3,783 $392,000 3,783
   HB Wealth Management LLC 538 *New 2023-12-31 3,540 $367,000 3,540
   Americana Partners LLC *New 2023-12-31 3,466 $359,000 3,466
   Financial Advocates Investment Management 550 *New 2023-12-31 2,957 $306,000 2,957
   GTS SECURITIES LLC 1123 *New 2023-12-31 2,786 $288,000 2,786
   Eagle Strategies LLC 241 *New 2024-03-31 2,130 $233,000 2,130
   GeoWealth Management LLC 479 *New 2023-12-31 2,128 $220,000 2,128
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2178 *New 2024-03-31 1,829 $200,000 1,829
   Providence Capital Advisors LLC 142 *New 2023-12-31 705 $73,000 705
   ANCORA ADVISORS, LLC 1032 *New 2023-12-31 280 $29,000 280
   Pinnacle Bank 527 *New 2024-03-31 200 $22,000 200
   HM PAYSON & CO 787 *New 2023-12-31 125 $13,000 125
   ADVISORY SERVICES NETWORK, LLC 2784 *New 2023-12-31 110 $11,000 110
   Dunhill Financial LLC 205 *New 2023-12-31 100 $10,000 100
   GAMMA Investing LLC 2474 *New 2024-03-31 34 $4,000 34
   Sound Income Strategies LLC 1060 *New 2024-03-31 15 $2,000 15
  20 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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