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Get Institutions for : 
First Trust Indust/Producer Dur AlphaDEX (FXR)  
$71.40 0.13 (0.18%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 171    7
Total shares held : 
 22,874,294  
% of shares held : 
 77.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -39  
Amount of shares held : 
 -2,102,236  
% of shares held change : 
   -7.1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $56.86  
Last Quarter's Ending Price : 
 $64.86  
Last Quarter's Average Price : 
 $58.80  
Change from last quarter's     
avg. price to the last closing  : 
12.60 (21.43%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 58,411
 0.26%
 
Increased Positions :
46
 423,787
 1.85%
 
Unchanged Positions :
39
 211,254
 0.92%
 
Decreased Positions :
78
-2,399,731
-10.49%
 
Closed Positions :
15
-184,703
-0.81%
 
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
   FIRST TRUST ADVISORS LP 10 - 2023-12-31 10,790,416 $699,866,000 -1,362,172
   WELLS FARGO & CO/MN 372 - 2024-03-31 1,886,120 $137,611,000 -35,133
   MORGAN STANLEY 1013 - 2023-12-31 1,924,228 $124,806,000 -80,438
   BANK OF AMERICA CORP /DE/ 943 - 2023-12-31 1,211,212 $78,559,000 12,185
   LPL FINANCIAL CORP 540 - 2024-03-31 700,404 $51,101,000 84,693
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 295 - 2024-03-31 562,544 $41,043,000 24,866
   UBS Group AG 905 - 2023-12-31 462,535 $30,000,000 104,988
   ODell Group LLC 6 - 2024-03-31 310,952 $22,687,000 1,452
   RAYMOND JAMES & ASSOCIATES 753 - 2024-03-31 289,065 $21,090,000 -5,814
   CFG ASSET MANAGEMENT LLC 11 - 2024-03-31 285,495 $20,830,000 61,574
   ROYAL BANK OF CANADA 1121 - 2023-12-31 305,265 $19,801,000 15,119
   ADVISORY SERVICES NETWORK, LLC 45 - 2024-03-31 236,628 $17,264,000 6,008
   Nilsine Partners LLC 2 - 2024-03-31 232,668 $16,975,000 96,322
   Goss Wealth Management LLC 134 - 2023-12-31 251,976 $16,317,000 -70
   BENJAMIN F. EDWARDS & COMPANY INC. 104 - 2024-03-31 203,004 $14,811,000 -8,525
   Baird Financial Group Inc. 402 - 2023-12-31 207,925 $13,486,000 16,763
   DAVIDSON D A & CO 123 - 2023-12-31 203,620 $13,207,000 -4,353
   JANNEY MONTGOMERY SCOTT LLC 463 - 2024-03-31 167,834 $12,245,000 17,144
   STIFEL FINANCIAL CORP 734 - 2023-12-31 172,072 $11,161,000 29,402
   BB&T CORP 579 - 2023-12-31 165,518 $10,736,000 -84,052
   WCG Wealth Advisors LLC 44 - 2023-12-31 151,018 $9,795,000 -25,646
   COMMONWEALTH EQUITY SERVICES LLC. 863 - 2024-03-31 117,230 $8,553,000 13,164
   Virtue Capital Management LLC 13 - 2023-12-31 98,280 $6,212,000 -68,645
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 655 - 2024-03-31 81,544 $5,949,000 3,329
   OPPENHEIMER & CO INC 243 - 2024-03-31 80,276 $5,857,000 29,923
   CWM LLC 393 - 2024-03-31 77,597 $5,661,000 -35,235
   GATEWAY ADVISORY, LLC 14 - 2023-12-31 86,581 $5,616,000 15,097
   Vestmark Advisory Solutions Inc. 78 - 2023-12-31 82,924 $5,378,000 5,230
   ENVESTNET ASSET MANAGEMENT INC 1862 - 2023-12-31 81,353 $5,277,000 -82,196
   NATIONAL ASSET MANAGEMENT, INC. 180 - 2023-12-31 70,532 $4,575,000 22,003
   Advisor Group Holdings Inc. 1111 - 2024-03-31 60,937 $4,444,000 -3,429
   NAVELLIER & ASSOCIATES INC 44 - 2023-12-31 64,544 $4,186,000 2,348
   Monument Capital Management 21 - 2024-03-31 54,097 $3,947,000 43,660
   Harel Insurance Investments & Financial Services L - 2024-03-31 53,900 $3,933,000 0
   FINANCIAL NETWORK 688 - 2023-12-31 59,331 $3,848,000 37,677
   Gladstone Institutional Advisory LLC 136 - 2023-12-31 53,429 $3,465,000 -616
   Crumly & Associates Inc. 35 - 2024-03-31 38,607 $2,817,000 -39,695
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1447 - 2024-03-31 37,285 $2,720,000 20,952
   Cyndeo Wealth Partners LLC 125 - 2024-03-31 36,278 $2,647,000 -11,050
   TriaGen Wealth Management LLC 20 - 2024-03-31 35,772 $2,610,000 1,144
   Qube Research & Technologies Ltd 1213 - 2023-12-31 37,070 $2,404,000 4,186
   HIGHTOWER ADVISORS, LLC 1342 - 2024-03-31 31,228 $2,278,000 715
   CITADEL ADVISORS LLC 2212 - 2023-12-31 34,706 $2,251,000 9,378
   Rockefeller Capital Management L.P. 872 - 2023-12-31 34,521 $2,239,000 -1,738
   INTL FCSTONE INC. 93 - 2024-03-31 28,535 $2,082,000 -709
   Coppell Advisory Solutions LLC 57 - 2023-12-31 31,025 $2,012,000 8,901
   Paragon Private Wealth Management LLC 18 - 2023-12-31 30,400 $1,972,000 -643
   Main Management LLC 39 - 2023-12-31 30,000 $1,946,000 0
   Schrum Private Wealth Management LLC 10 - 2024-03-31 26,574 $1,939,000 4,641
   HARBOUR INVESTMENTS INC. 232 - 2023-12-31 29,798 $1,933,000 -538
   Private Advisor Group LLC 834 - 2024-03-31 26,169 $1,909,000 1,834
   MTM Investment Management LLC 34 - 2024-03-31 26,035 $1,900,000 0
   Kestra Advisory Services LLC 810 - 2023-12-31 29,069 $1,885,000 -24,607
   Spire Wealth Management 266 - 2024-03-31 24,683 $1,801,000 0
   Cetera Investment Advisers 873 - 2023-12-31 24,967 $1,619,000 -667
   REGAL INVESTMENT ADVISORS, LLC 179 - 2023-12-31 24,548 $1,592,000 -635
   TRANSAMERICA FINANCIAL ADVISORS, INC. 77 - 2023-12-31 24,385 $1,582,000 -19,548
   HARMONY ASSET MANAGEMENT LLC 50 - 2023-12-31 23,716 $1,538,000 0
   DAVENPORT & CO LLC 524 - 2024-03-31 19,417 $1,417,000 2,515
   Kesler Norman & Wride LLC 95 - 2024-03-31 19,383 $1,414,000 307
   Apeiron RIA LLC 49 - 2024-03-31 19,032 $1,389,000 -553
   Strategic Blueprint LLC 193 - 2024-03-31 18,566 $1,355,000 359
   WMG Financial Advisors LLC 24 - 2024-03-31 18,406 $1,343,000 -258
   TWO SIGMA INVESTMENTS LLC 1775 *New 2023-12-31 20,500 $1,330,000 20,500
   Purus Wealth Management LLC 41 - 2024-03-31 17,377 $1,268,000 -451
   GOLDMAN SACHS GROUP INC/ 3453 - 2023-12-31 17,512 $1,136,000 -6,726
   HFG Advisors Inc. 25 - 2024-03-31 15,281 $1,115,000 35
   H D Vest Advisory Services 706 - 2024-03-31 15,062 $1,099,000 -6,346
   TRUST CO OF OKLAHOMA 60 - 2024-03-31 14,994 $1,094,000 7,019
   AE Wealth Management LLC 1125 - 2023-12-31 16,368 $1,060,000 -35,371
   DB Wealth Management Group LLC 40 - 2023-12-31 15,203 $986,000 615
   Summit Financial LLC 186 - 2024-03-31 13,507 $985,000 128
   Coppell Advisory Solutions Corp. 86 - 2023-03-31 17,087 $931,000 -5,037
   SIGNALPOINT ASSET MANAGEMENT, LLC 85 - 2024-03-31 12,259 $894,000 -16
   SPC FINANCIAL, INC. 112 - 2024-03-31 12,179 $889,000 -480
   Outlook Wealth Advisors LLC 78 - 2024-03-31 11,562 $844,000 2,583
   TOWER RESEARCH CAPITAL LLC 1002 - 2023-12-31 12,507 $811,000 -6,154
   Coastal Investment Advisors Inc. 155 - 2024-03-31 10,104 $737,000 -359
   THRIVENT FINANCIAL FOR LUTHERANS 1964 - 2023-12-31 11,322 $734,000 100
   MinichMacGregor Wealth Management LLC 56 - 2024-03-31 10,042 $727,000 -964
   BAROMETER CAPITAL MANAGEMENT INC. 75 - 2024-03-31 10,400 $713,000 2,200
   PROSPERA FINANCIAL SERVICES 556 - 2023-12-31 10,812 $701,000 -201
   Well Done LLC 91 - 2024-03-31 9,305 $679,000 0
   J.W. COLE ADVISORS INC. 439 - 2024-03-31 9,220 $673,000 7
   RETIREMENT PLANNING GROUP 122 - 2024-03-31 9,141 $667,000 0
   PACIFIC SUN FINANCIAL CORP 88 - 2024-03-31 8,520 $622,000 0
   CENTAURUS FINANCIAL INC. 329 - 2023-12-31 9,205 $597,000 157
   COMERICA BANK 1792 - 2023-12-31 9,146 $593,000 -850
   STEPHENS INC /AR/ 709 - 2023-12-31 8,549 $554,000 -100
   Atomi Financial Group Inc. 316 - 2024-03-31 7,550 $551,000 329
   CoreCap Advisors LLC 341 - 2023-12-31 8,013 $520,000 -10,049
   Retirement Network 102 *New 2023-12-31 7,985 $518,000 7,985
   WAYNE HUMMER ASSET MANAGEMENT CO 599 - 2024-03-31 7,086 $517,000 -30
   RPg Family Wealth Advisory LLC - 2023-12-31 7,473 $485,000 649
   Atria Wealth Solutions Inc. 1219 - 2023-12-31 7,433 $482,000 -1,256
   MULTIFINANCIAL SECURITIES CORP 1162 - 2023-12-31 7,217 $468,000 -555
   Southland Equity Partners LLC 110 - 2024-03-31 6,375 $465,000 -573
   PNC FINANCIAL SERVICES GROUP INC 1605 - 2024-03-31 6,138 $448,000 -1,120
   Arkadios Wealth Advisors 399 - 2024-03-31 6,139 $448,000 -696
   Quad-Cities Investment Group LLC 94 - 2024-03-31 5,969 $436,000 -369
  100 Records found
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