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Get Institutions for : 
First Trust Indust/Producer Dur AlphaDEX (FXR)  
$71.08 0.32 (0.45%) as of 4:30 Mon 5/13


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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  : 
12.28 (20.88%)  




 
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
   Harel Insurance Investments & Financial Services L - 2024-03-31 53,900 $3,933,000 0
   Main Management LLC 39 - 2023-12-31 30,000 $1,946,000 0
   MTM Investment Management LLC 34 - 2024-03-31 26,035 $1,900,000 0
   Spire Wealth Management 266 - 2024-03-31 24,683 $1,801,000 0
   Well Done LLC 91 - 2024-03-31 9,305 $679,000 0
   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
   Green Harvest Asset Management LLC 142 - 2023-12-31 5,818 $377,000 0
   We Are One Seven LLC 650 - 2023-12-31 5,434 $352,000 0
   Trueblood Wealth Management LLC 143 - 2024-03-31 4,679 $341,000 0
   MCCORMACK ADVISORS INTERNATIONAL 936 - 2024-03-31 3,583 $261,000 0
   Laidlaw Wealth Management LLC 203 - 2023-12-31 3,962 $257,000 0
   PROEQUITIES INC. 829 - 2024-03-31 1,748 $128,000 0
   ALPHAMARK ADVISORS LLC 276 - 2024-03-31 1,400 $102,000 0
   BANK OF MONTREAL /CAN/ 2876 - 2023-12-31 1,296 $85,000 0
   SALEM INVESTMENT COUNSELORS INC 530 - 2024-03-31 750 $55,000 0
   Financial Advisory Service Inc. 357 - 2024-03-31 577 $42,000 0
   Impact Partnership Wealth LLC 374 - 2023-12-31 500 $32,000 0
   Hexagon Capital Partners LLC 593 - 2024-03-31 366 $27,000 0
   CITIGROUP INC 4076 - 2024-03-31 300 $22,000 0
   Lee Financial CORP 316 - 2023-12-31 317 $21,000 0
   Westside Investment Management Inc. 481 - 2024-03-31 268 $20,000 0
   Register Financial Advisors LLC 457 - 2024-03-31 254 $19,000 0
   PRINCIPAL SECURITIES INC. 2141 - 2024-03-31 210 $15,000 0
   EPG Wealth Management LLC 366 - 2023-12-31 188 $12,000 0
   Newbridge Financial Services Group Inc. 877 - 2024-03-31 75 $5,000 0
   US BANCORP 3496 - 2024-03-31 48 $4,000 0
   FIRST COMMUNITY TRUST NA 268 - 2024-03-31 50 $4,000 0
   Wagner Wealth Management LLC 223 - 2024-03-31 44 $3,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1701 - 2023-12-31 36 $2,000 0
   Financial Gravity Wealth Inc. 605 - 2023-12-31 12 $1,000 0
   DHJJ Financial Advisors Ltd. 675 - 2024-03-31 3 $0 0
  32 Records found
  1    
  Page 1 of 1
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