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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
   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
   RAYMOND JAMES & ASSOCIATES 753 - 2024-03-31 289,065 $21,090,000 -5,814
   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
   DAVIDSON D A & CO 123 - 2023-12-31 203,620 $13,207,000 -4,353
   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
   Virtue Capital Management LLC 13 - 2023-12-31 98,280 $6,212,000 -68,645
   CWM LLC 393 - 2024-03-31 77,597 $5,661,000 -35,235
   ENVESTNET ASSET MANAGEMENT INC 1862 - 2023-12-31 81,353 $5,277,000 -82,196
   Advisor Group Holdings Inc. 1111 - 2024-03-31 60,937 $4,444,000 -3,429
   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
   Cyndeo Wealth Partners LLC 125 - 2024-03-31 36,278 $2,647,000 -11,050
   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
   Paragon Private Wealth Management LLC 18 - 2023-12-31 30,400 $1,972,000 -643
   HARBOUR INVESTMENTS INC. 232 - 2023-12-31 29,798 $1,933,000 -538
   Kestra Advisory Services LLC 810 - 2023-12-31 29,069 $1,885,000 -24,607
   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
   Apeiron RIA LLC 49 - 2024-03-31 19,032 $1,389,000 -553
   WMG Financial Advisors LLC 24 - 2024-03-31 18,406 $1,343,000 -258
   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
   H D Vest Advisory Services 706 - 2024-03-31 15,062 $1,099,000 -6,346
   AE Wealth Management LLC 1125 - 2023-12-31 16,368 $1,060,000 -35,371
   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
   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
   MinichMacGregor Wealth Management LLC 56 - 2024-03-31 10,042 $727,000 -964
   PROSPERA FINANCIAL SERVICES 556 - 2023-12-31 10,812 $701,000 -201
   COMERICA BANK 1792 - 2023-12-31 9,146 $593,000 -850
   STEPHENS INC /AR/ 709 - 2023-12-31 8,549 $554,000 -100
   CoreCap Advisors LLC 341 - 2023-12-31 8,013 $520,000 -10,049
   WAYNE HUMMER ASSET MANAGEMENT CO 599 - 2024-03-31 7,086 $517,000 -30
   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
   LEVEL FOUR ADVISORY SERVICES LLC 520 - 2023-12-31 6,436 $417,000 -36
   Claro Advisors LLC 273 - 2024-03-31 5,230 $382,000 -56
   Resources Investment Advisors Inc. 848 - 2024-03-31 4,909 $358,000 -7,384
   Farther Finance Advisors LLC 423 - 2023-12-31 5,154 $334,000 -1,455
   BELLEVUE ASSET MANAGEMENT LLC 50 - 2024-03-31 4,428 $323,000 -651
   PFG Advisors 553 - 2024-03-31 3,608 $263,000 -107
   Kraft Davis & Associates LLC 112 - 2023-12-31 3,939 $255,000 -12,237
   Stratos Wealth Partners LTD. 1182 - 2024-03-31 3,287 $240,000 -5,200
   WealthBridge Capital Management LLC 166 - 2024-03-31 3,226 $235,000 -158
   MARINER WEALTH ADVISORS, LLC 2566 - 2023-12-31 3,575 $232,000 -42,377
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 650 - 2024-03-31 2,978 $215,000 -511
   Colonial River Wealth Management LLC 159 - 2024-03-31 2,828 $206,000 -1,348
   ATWOOD & PALMER INC 146 - 2024-03-31 2,680 $196,000 -490
   J P MORGAN CHASE & CO 4384 - 2024-03-31 1,714 $125,000 -105
   PRIVATE TRUST CO NA 806 - 2024-03-31 1,655 $121,000 -3,047
   NBC SECURITIES INC. 967 - 2024-03-31 1,239 $91,000 -131
   Nelson Van Denburg & Campbell Wealth Management Gr 1044 - 2024-03-31 1,090 $80,000 -102
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2039 - 2023-12-31 790 $51,000 -260
   Stephens Consulting LLC 216 - 2024-03-31 420 $31,000 -142
   Capital Investment Advisory Services LLC 862 - 2024-03-31 75 $5,000 -3
  67 Records found
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