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Get Institutions for : 
First Trust Financials AlphaDEX (FXO)  
$46.01 0.27 (0.59%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 180    2
Total shares held : 
 10,264,399  
% of shares held : 
 34.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -48  
Amount of shares held : 
 -1,203,149  
% of shares held change : 
   -3.99%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $37.15  
Last Quarter's Ending Price : 
 $43.29  
Last Quarter's Average Price : 
 $39.14  
Change from last quarter's     
avg. price to the last closing  : 
6.87 (17.55%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 116,545
 1.14%
 
Increased Positions :
41
 189,700
 1.85%
 
Unchanged Positions :
37
 115,750
 1.13%
 
Decreased Positions :
87
-1,184,012
-11.54%
 
Closed Positions :
17
-325,382
-3.17%
 
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
   RENAISSANCE TECHNOLOGIES LLC 2858 *New 2023-12-31 9,500 $411,000 9,500
   TWO SIGMA INVESTMENTS LLC 2534 *New 2023-12-31 7,400 $320,000 7,400
   GTS SECURITIES LLC 1124 *New 2023-12-31 6,644 $288,000 6,644
   Catalyst Wealth Management LLC 105 *New 2023-03-31 7,160 $267,000 7,160
   Venture Visionary Partners LLC 458 *New 2023-12-31 5,200 $225,000 5,200
   Prime Capital Investment Advisors LLC *New 2023-12-31 5,179 $224,000 5,179
   Envestnet Portfolio Solutions Inc. 1485 *New 2023-12-31 4,768 $206,000 4,768
   WMG Financial Advisors LLC 114 *New 2023-12-31 4,725 $205,000 4,725
   Petix & Botte Co 120 *New 2023-12-31 4,672 $202,000 4,672
   SMITHFIELD TRUST CO 366 *New 2023-12-31 3,483 $145,000 3,483
   HANSON MCCLAIN, INC. 951 *New 2024-03-31 2,500 $119,000 2,500
   ADVISORY SERVICES NETWORK, LLC 2117 *New 2023-12-31 918 $40,000 918
   MATHER GROUP, INC. 1159 *New 2024-03-31 272 $12,000 272
   JONES FINANCIAL COMPANIES LLLP 1036 *New 2023-12-31 11 $0 11
  14 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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