Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
First Trust Financials AlphaDEX (FXO)  
$46.01 0.27 (0.59%) as of 4:30 Fri 5/3


Download
     
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Vishria Bird Financial Group LLC 35 - 2024-03-31 14,511 $690,000 0
   1858 WEALTH MANAGEMENT LLC 51 - 2024-03-31 14,382 $623,000 0
   BLAIR WILLIAM & CO/IL 1082 - 2023-12-31 10,895 $472,000 0
   Argent Trust Co 428 - 2023-12-31 10,000 $433,000 0
   Security Financial Services INC. 123 - 2024-03-31 8,047 $382,000 0
   Apeiron RIA LLC 169 - 2024-03-31 6,223 $296,000 0
   RAYMOND JAMES TRUST CO 997 - 2024-03-31 6,081 $289,000 0
   Ronald Blue Trust Inc. 371 - 2023-12-31 6,890 $261,000 0
   Geneos Wealth Management Inc. - 2023-12-31 5,628 $244,000 0
   MTM Investment Management LLC 190 - 2024-03-31 4,221 $201,000 0
   Impact Partnership Wealth LLC 211 - 2023-12-31 3,340 $145,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 616 - 2023-12-31 2,266 $98,000 0
   Fortitude Family Office LLC 103 - 2024-03-31 1,821 $87,000 0
   BANK OF MONTREAL /CAN/ 2889 - 2023-12-31 1,860 $81,000 0
   BARTLETT & CO. LLC 681 - 2023-12-31 1,210 $53,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 682 - 2023-12-31 1,210 $53,000 0
   Addison Advisors LLC 347 - 2023-12-31 1,180 $51,000 0
   J P MORGAN CHASE & CO 4800 - 2023-12-31 870 $38,000 0
   Hexagon Capital Partners LLC 613 - 2024-03-31 521 $25,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 269 - 2023-12-31 500 $22,000 0
   MCF Advisors LLC 530 - 2024-03-31 400 $19,000 0
   Newbridge Financial Services Group Inc. 899 - 2024-03-31 98 $5,000 0
   BDO Wealth Advisors LLC 831 - 2023-06-30 76 $3,000 0
   Key Financial Inc 1076 - 2024-03-31 53 $2,000 0
   WHITTIER TRUST CO 1401 - 2023-12-31 35 $2,000 0
   DHJJ Financial Advisors Ltd. 550 - 2024-03-31 46 $2,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 416 - 2023-12-31 32 $1,000 0
   Aptus Capital Advisors LLC 875 - 2023-12-31 32 $1,000 0
  28 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us