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Get Institutions for : 
First Trust Utilities AlphaDEX (FXU)  
$33.44 0.24 (0.72%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 96    4
Total shares held : 
 4,927,141  
% of shares held : 
 5.47%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -11  
Amount of shares held : 
 181,161  
% of shares held change : 
   0.2%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $27.35  
Last Quarter's Ending Price : 
 $31.68  
Last Quarter's Average Price : 
 $29.80  
Change from last quarter's     
avg. price to the last closing  : 
3.64 (12.2%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 68,497
 1.39%
 
Increased Positions :
31
 719,960
 14.61%
 
Unchanged Positions :
17
 41,593
 0.84%
 
Decreased Positions :
38
-302,306
-6.14%
 
Closed Positions :
14
-304,990
-6.19%
 
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
   MORGAN STANLEY 1989 - 2023-12-31 1,219,566 $38,636,000 222,554
   LPL FINANCIAL CORP 935 - 2023-12-31 556,398 $17,627,000 58,146
   Green Harvest Asset Management LLC 41 - 2023-12-31 313,689 $9,938,000 247,593
   HARBOUR INVESTMENTS INC. 46 - 2023-12-31 281,492 $8,918,000 5,490
   Csenge Advisory Group 49 - 2023-12-31 191,339 $6,062,000 13,409
   ENVESTNET ASSET MANAGEMENT INC 1767 - 2023-12-31 187,969 $5,955,000 10,276
   FINANCIAL NETWORK 560 - 2023-12-31 163,891 $5,192,000 25,422
   BB&T CORP 855 - 2023-12-31 157,278 $4,983,000 17,203
   RAYMOND JAMES & ASSOCIATES 1810 - 2024-03-31 106,150 $3,446,000 1,675
   Triumph Capital Management 25 - 2024-03-31 72,153 $2,330,000 38,016
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2356 - 2023-12-31 42,912 $1,359,000 6,613
   ROYAL BANK OF CANADA 3002 - 2023-12-31 35,740 $1,132,000 5,898
   MML INVESTORS SERVICES LLC 1341 - 2023-12-31 32,386 $1,026,000 11,140
   STIFEL FINANCIAL CORP 2286 - 2023-12-31 24,512 $777,000 1,443
   Private Advisor Group LLC 1275 - 2023-12-31 23,318 $739,000 9,886
   RPg Family Wealth Advisory LLC - 2023-12-31 13,948 $442,000 13,948
   H D Vest Advisory Services 1043 - 2023-12-31 13,930 $441,000 2,699
   BENJAMIN F. EDWARDS & COMPANY INC. 708 - 2023-12-31 10,707 $339,000 575
   PROSPERA FINANCIAL SERVICES 871 - 2023-12-31 9,022 $286,000 16
   Geneos Wealth Management Inc. - 2023-12-31 7,767 $246,000 1,804
   Moors & Cabot Inc. 690 - 2023-12-31 7,695 $244,000 125
   COMERICA BANK 2212 - 2023-12-31 6,876 $218,000 840
   Coppell Advisory Solutions LLC 287 - 2023-12-31 5,153 $163,000 4,693
   ICA Group Wealth Management LLC 402 - 2023-12-31 2,616 $83,000 2,616
   FMR LLC 3671 - 2023-12-31 782 $25,000 355
   Coastal Investment Advisors Inc. 638 - 2024-03-31 580 $19,000 580
   J P MORGAN CHASE & CO 5021 - 2023-12-31 422 $13,000 322
   CWM LLC 3288 - 2024-03-31 293 $10,000 141
  28 Records found
  1    
  Page 1 of 1
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