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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
   One + One Wealth Management LLC 10 - 2024-03-31 159,783 $5,187,000 -15,380
   WELLS FARGO & CO/MN 1921 - 2023-12-31 157,834 $5,000,000 -19,409
   Advisor Group Holdings Inc. 1418 - 2023-12-31 115,178 $3,649,000 -9,755
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1320 - 2024-03-31 110,185 $3,577,000 -8,239
   Delos Wealth Advisors LLC 6 - 2023-12-31 89,093 $2,822,000 -1,418
   BANK OF AMERICA CORP /DE/ 3277 - 2023-12-31 88,552 $2,805,000 -58,652
   JANNEY MONTGOMERY SCOTT LLC 979 - 2023-12-31 84,652 $2,682,000 -5,178
   UBS Group AG 2893 - 2023-12-31 59,009 $1,869,000 -16,964
   Vestmark Advisory Solutions Inc. 240 - 2023-12-31 52,512 $1,664,000 -5,128
   Cetera Investment Advisers 918 - 2023-12-31 45,911 $1,454,000 -275
   COMMONWEALTH EQUITY SERVICES LLC. 1908 - 2023-12-31 43,420 $1,376,000 -4,562
   J Arnold Wealth Management Co 13 - 2023-12-31 37,576 $1,190,000 -421
   Goss Wealth Management LLC 849 - 2023-12-31 37,451 $1,186,000 -13,911
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1993 - 2024-03-31 21,185 $688,000 -12,723
   WMG Financial Advisors LLC 47 - 2023-12-31 20,657 $654,000 -218
   Rehmann Capital Advisory Group 274 - 2023-12-31 18,365 $582,000 -888
   Strategic Financial Group LLC - 2023-12-31 15,130 $479,000 -650
   COTTONWOOD CAPITAL ADVISORS LLC 63 - 2024-03-31 13,213 $415,000 -1,217
   Cedar Brook Financial Partners LLC 274 - 2024-03-31 11,176 $363,000 -199
   Atria Wealth Solutions Inc. 1380 - 2023-12-31 10,998 $348,000 -229
   Kestra Advisory Services LLC 1744 - 2023-12-31 10,839 $343,000 -8,031
   REGAL INVESTMENT ADVISORS, LLC 406 - 2023-12-31 10,118 $321,000 -1,050
   Western Wealth Management LLC 550 - 2023-12-31 9,499 $301,000 -57
   SIGNALPOINT ASSET MANAGEMENT, LLC 188 - 2024-03-31 9,193 $298,000 -13
   NBC SECURITIES INC. 625 - 2024-03-31 8,535 $277,000 -106
   JANE STREET GROUP LLC 4592 - 2023-12-31 7,734 $245,000 -39,786
   Schrum Private Wealth Management LLC - 2023-12-31 7,668 $243,000 -743
   PNC FINANCIAL SERVICES GROUP INC 2033 - 2023-12-31 7,513 $238,000 -552
   IFP Advisors Inc 851 - 2023-12-31 7,396 $234,000 -2,552
   PSI Advisors LLC 121 - 2024-03-31 7,026 $228,000 -211
   WEALTH EFFECTS LLC 185 - 2024-03-31 6,898 $224,000 -200
   AE Wealth Management LLC 1867 - 2023-12-31 6,829 $206,000 -852
   TOWER RESEARCH CAPITAL LLC 2206 - 2023-12-31 5,534 $175,000 -14,374
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1595 - 2023-12-31 4,816 $153,000 -625
   EPG Wealth Management LLC 253 - 2023-12-31 5,023 $149,000 -2,107
   DB Wealth Management Group LLC 104 - 2023-12-31 4,139 $131,000 -4,354
   Qube Research & Technologies Ltd 2743 - 2023-12-31 2,719 $86,000 -103
   PRIVATE TRUST CO NA 1233 - 2024-03-31 1,072 $35,000 -82
   Sunbelt Securities Inc. 1220 - 2024-03-31 317 $10,000 -307
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 431 - 2024-03-31 130 $4,000 -65
   GRADIENT INVESTMENTS LLC 780 - 2024-03-31 105 $3,000 -110
  41 Records found
  1    
  Page 1 of 1
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