Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
First Trust Materials AlphaDEX (FXZ)  
$67.66 0.38 (0.56%) as of 4:30 Fri 4/26


Download
     
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Spire Wealth Management 507 - 2024-03-31 7,155 $510,000 0
   WMG Financial Advisors LLC 62 - 2023-12-31 6,842 $472,000 0
   Belpointe Asset Management LLC 476 - 2023-12-31 5,000 $345,000 0
   Fortis Capital Advisors LLC 78 - 2023-12-31 5,000 $345,000 0
   ARBOR CAPITAL MANAGEMENT INC /ADV 89 - 2023-12-31 9,329 $300,000 0
   Petix & Botte Co 98 - 2023-12-31 4,320 $298,000 0
   FIFTH THIRD BANCORP 1043 - 2024-03-31 2,000 $143,000 0
   Financial Advisory Service Inc. - 2023-12-31 2,010 $139,000 0
   COMERICA BANK 2383 - 2023-12-31 1,989 $137,000 0
   Fortitude Family Office LLC 108 - 2024-03-31 1,145 $82,000 0
   PRIVATE TRUST CO NA 1067 - 2024-03-31 781 $56,000 0
   ARMSTRONG ADVISORY GROUP INC 374 - 2024-03-31 563 $39,000 0
   Piscataqua Savings Bank 204 - 2024-03-31 390 $28,000 0
   SIGNATUREFD, LLC 1859 - 2023-12-31 339 $23,000 0
   BLACKROCK INC. 4731 - 2023-12-31 339 $23,000 0
   Register Financial Advisors LLC 479 - 2024-03-31 227 $16,000 0
   Capital Investment Advisory Services LLC 774 - 2024-03-31 225 $16,000 0
   PROEQUITIES INC. 1669 - 2023-12-31 150 $10,000 0
   US BANCORP 3274 - 2023-12-31 125 $9,000 0
   Westside Investment Management Inc. 638 - 2024-03-31 92 $7,000 0
   BENJAMIN EDWARDS INC 605 - 2023-12-31 43 $3,000 0
   DHJJ Financial Advisors Ltd. 590 - 2024-03-31 10 $1,000 0
   Hexagon Capital Partners LLC 1297 - 2024-03-31 16 $1,000 0
   J P MORGAN CHASE & CO 6271 - 2023-12-31 1 $0 0
   Raleigh Capital Management Inc. 1150 - 2023-12-31 3 $0 0

  25 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results