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Get Institutions for : 
First Trust Small Cap Value Alphadex Fund (FYT)  
$53.36 0.25 (0.47%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 67    6
Total shares held : 
 2,547,647  
% of shares held : 
 41.43%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 4,834  
% of shares held change : 
   0.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $46.31  
Last Quarter's Ending Price : 
 $54.39  
Last Quarter's Average Price : 
 $48.35  
Change from last quarter's     
avg. price to the last closing  : 
5.01 (10.36%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 88,387
 3.47%
 
Increased Positions :
20
 209,323
 8.22%
 
Unchanged Positions :
18
 35,135
 1.38%
 
Decreased Positions :
20
-278,267
-10.92%
 
Closed Positions :
3
-14,609
-0.57%
 
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
   WELLS FARGO & CO/MN 1210 - 2024-03-31 312,555 $16,981,000 54,578
   Sawtooth Asset Management Inc. 41 - 2023-12-31 273,559 $14,879,000 996
   LPL FINANCIAL CORP 1108 - 2024-03-31 260,827 $14,171,000 12,543
   MORGAN STANLEY 3014 - 2023-12-31 259,805 $14,131,000 57,266
   Blueprint Investment Partners LLC 7 - 2023-12-31 257,694 $14,016,000 961
   Private Advisor Group LLC 446 - 2024-03-31 96,313 $5,233,000 4,489
   RAYMOND JAMES & ASSOCIATES 1607 - 2024-03-31 87,882 $4,775,000 63,134
   BENJAMIN F. EDWARDS & COMPANY INC. 225 - 2024-03-31 83,133 $4,517,000 7,993
   UBS Group AG 2085 - 2023-12-31 82,772 $4,502,000 5,793
   Kingsview Wealth Management LLC 193 - 2024-03-31 73,983 $4,020,000 6,463
   COMMONWEALTH EQUITY SERVICES LLC. 1314 - 2024-03-31 73,225 $3,978,000 956
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1623 - 2024-03-31 40,992 $2,227,000 36,250
   STIFEL FINANCIAL CORP 1697 - 2023-12-31 34,877 $1,897,000 14,188
   Atria Wealth Solutions Inc. 653 - 2023-12-31 31,185 $1,696,000 5,536
   Kestra Advisory Services LLC 911 - 2023-12-31 28,857 $1,570,000 3,039
   US BANCORP 973 - 2024-03-31 25,157 $1,369,000 654
   TOWER RESEARCH CAPITAL LLC 724 - 2023-12-31 23,041 $1,253,000 6,865
   GOLDMAN SACHS GROUP INC/ 3713 - 2023-12-31 11,889 $647,000 2,868
   H D Vest Advisory Services 992 - 2024-03-31 9,960 $541,000 3,785
   Chicago Partners Investment Group LLC 475 - 2024-03-31 8,543 $446,000 3
   MML INVESTORS SERVICES LLC 1844 - 2023-12-31 7,731 $420,000 2,798
  21 Records found
  1    
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