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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
   Sigma Planning Corp 923 *Closed 2023-12-31 0 $0 -3,192
   Planning Capital Management Corp 649 *Closed 2024-03-31 0 $0 -950
   Aveo Capital Partners LLC 341 *Closed 2023-12-31 0 $0 -3,946
   Newbridge Financial Services Group Inc. 1160 *Closed 2024-03-31 0 $0 -60
   Aurora Private Wealth Inc. 169 *Closed 2024-03-31 0 $0 -3,369
   Nelson Van Denburg & Campbell Wealth Management Gr 1520 *Closed 2023-12-31 0 $0 -83
   Cornerstone Wealth Management LLC 534 *Closed 2024-03-31 0 $0 -2,909
   Crumly & Associates Inc. 125 *Closed 2023-12-31 0 $0 -98,398
   Eagle Strategies LLC 288 *Closed 2024-03-31 0 $0 -3,094
   GATEWAY ADVISORY, LLC 123 *Closed 2023-12-31 0 $0 -30,670
   Wambolt & Associates LLC 245 *Closed 2023-12-31 0 $0 -5,602
   DAVENPORT & CO LLC *Closed 2023-12-31 0 $0 -3,676
   Cape Investment Advisory Inc. 1103 *Closed 2023-12-31 0 $0 -200
   NAVELLIER & ASSOCIATES INC 336 *Closed 2023-12-31 0 $0 -49,170
   S.C. Financial Services Inc. 126 *Closed 2022-12-31 0 $0 -5,560
   BAKER AVENUE ASSET MANAGEMENT, LP 1556 *Closed 2023-12-31 0 $0 -320
   NWAM LLC 572 *Closed 2023-12-31 0 $0 -11,242
   DAVIDSON D A & CO 1368 *Closed 2023-12-31 0 $0 -3,636
   Secure Asset Management LLC *Closed 2023-12-31 0 $0 -3,603
  19 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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