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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Milestone Advisory Partners 41 - 2023-09-30 15,287 $437,000 0
   Trueblood Wealth Management LLC 136 - 2024-03-31 11,405 $370,000 0
   Wealthcare Advisory Partners LLC 670 - 2024-03-31 9,143 $297,000 0
   Spire Wealth Management 706 - 2024-03-31 7,954 $258,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 338 - 2023-12-31 3,979 $126,000 0
   GPS Wealth Strategies Group LLC 443 - 2023-12-31 2,028 $64,000 0
   Steward Partners Investment Advisory LLC 1947 - 2023-12-31 1,708 $54,000 0
   PROEQUITIES INC. 1145 - 2023-12-31 1,500 $48,000 0
   Newbridge Financial Services Group Inc. 476 - 2024-03-31 1,065 $35,000 0
   Center for Financial Planning Inc. 301 - 2024-03-31 825 $27,000 0
   SRS Capital Advisors Inc. 613 - 2023-12-31 789 $25,000 0
   Global Retirement Partners LLC 2071 - 2024-03-31 350 $11,000 0
   ANCORA ADVISORS, LLC 1260 - 2023-12-31 250 $8,000 0
   BLAIR WILLIAM & CO/IL 1703 - 2023-12-31 261 $8,000 0
   Capital Investment Advisory Services LLC 877 - 2024-03-31 135 $4,000 0
   Davis Capital Management 258 - 2024-03-31 131 $4,000 0
   TRANSAMERICA FINANCIAL ADVISORS, INC. 350 - 2023-12-31 71 $3,000 0
   Key Financial Inc 1099 - 2023-12-31 78 $2,000 0
   DHJJ Financial Advisors Ltd. 592 - 2024-03-31 27 $1,000 0
  19 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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