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Get Institutions for : 
First Trust Materials AlphaDEX (FXZ)  
$67.66 0.38 (0.56%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 135    13
Total shares held : 
 4,156,093  
% of shares held : 
 5.39%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -62  
Amount of shares held : 
 -1,225,144  
% of shares held change : 
   -1.59%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $62.11  
Last Quarter's Ending Price : 
 $68.96  
Last Quarter's Average Price : 
 $63.18  
Change from last quarter's     
avg. price to the last closing  : 
4.48 (7.09%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 12,148
 0.29%
 
Increased Positions :
25
 116,525
 2.8%
 
Unchanged Positions :
30
 61,638
 1.48%
 
Decreased Positions :
74
-1,120,955
-26.97%
 
Closed Positions :
19
-232,862
-5.6%
 
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
   UBS Group AG 1256 - 2023-12-31 210,597 $14,523,000 49,472
   Cornerstone Planning Group LLC 14 - 2023-12-31 102,991 $7,102,000 10,340
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 716 - 2024-03-31 73,158 $5,219,000 139
   BENJAMIN F. EDWARDS & COMPANY INC. 228 - 2023-12-31 57,472 $3,963,000 54
   JANNEY MONTGOMERY SCOTT LLC 815 - 2023-12-31 56,567 $3,901,000 629
   FOCUS Wealth Advisors LLC 16 - 2024-03-31 52,824 $3,768,000 8,128
   ETFIDEA LLC - 2023-12-31 49,234 $3,395,000 2,516
   Rockefeller Capital Management L.P. 882 - 2023-12-31 30,943 $2,134,000 107
   GTS SECURITIES LLC 407 - 2023-12-31 27,315 $1,884,000 27,315
   HARBOUR INVESTMENTS INC. 268 - 2023-12-31 23,751 $1,638,000 377
   TWO SIGMA INVESTMENTS LLC 1918 - 2023-12-31 15,087 $1,040,000 15,087
   AE Wealth Management LLC 1176 - 2023-12-31 13,978 $926,000 642
   HFG Advisors Inc. 37 - 2024-03-31 11,854 $846,000 43
   Private Advisor Group LLC 1245 - 2023-12-31 11,167 $770,000 675
   Capital Wealth Alliance LLC - 2023-12-31 10,241 $706,000 8
   Green Harvest Asset Management LLC 111 - 2023-12-31 9,542 $658,000 452
   CREATIVE FINANCIAL DESIGNS INC /ADV 220 - 2023-12-31 8,450 $583,000 629
   Coppell Advisory Solutions Corp. 124 - 2023-03-31 8,050 $518,000 7,784
   RPg Family Wealth Advisory LLC - 2023-12-31 6,779 $467,000 777
   WILLNER & HELLER LLC 67 - 2023-12-31 6,692 $461,000 310
   Clarus Wealth Advisors 86 - 2024-03-31 5,440 $386,000 32
   YARGER WEALTH STRATEGIES LLC 47 - 2023-12-31 5,509 $380,000 25
   Qube Research & Technologies Ltd 2602 - 2023-12-31 1,898 $131,000 296
   Coppell Advisory Solutions LLC 488 - 2023-12-31 745 $51,000 479
   FMR LLC 3432 - 2023-12-31 605 $42,000 531
   FTB Advisors Inc. 1193 - 2024-03-31 424 $30,000 47
   Wagner Wealth Management LLC 188 - 2024-03-31 312 $22,000 2
  27 Records found
  1    
  Page 1 of 1
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