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Get Institutions for : 
First Trust Small Cap Value Alphadex Fund (FYT)  
$53.58 0.22 (0.41%) as of 4:30 Mon 5/13


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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  : 
5.23 (10.81%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Pinnacle Bank 86 - 2024-03-31 11,413 $620,000 0
   M&R CAPITAL MANAGEMENT INC 88 - 2024-03-31 8,320 $452,000 0
   Cornerstone Wealth Management LLC 422 - 2024-03-31 5,810 $316,000 0
   Founders Financial Alliance LLC 262 - 2023-12-31 2,791 $152,000 0
   Cranbrook Wealth Management LLC 129 - 2024-03-31 1,820 $99,000 0
   Capital Analysts Inc. 540 - 2023-12-31 1,698 $92,000 0
   MTM Investment Management LLC 233 - 2024-03-31 605 $33,000 0
   NBC SECURITIES INC. 1271 - 2024-03-31 601 $32,000 0
   CWM LLC 2657 - 2024-03-31 524 $28,000 0
   FMR LLC 3678 - 2023-12-31 468 $25,000 0
   Sunbelt Securities Inc. 1146 - 2024-03-31 250 $14,000 0
   Global Retirement Partners LLC 2027 - 2024-03-31 228 $12,000 0
   PROEQUITIES INC. 1655 - 2024-03-31 200 $11,000 0
   IFP Advisors Inc 2170 - 2023-12-31 175 $10,000 0
   Steward Partners Investment Advisory LLC 2938 - 2023-12-31 95 $5,000 0
   DHJJ Financial Advisors Ltd. 507 - 2024-03-31 74 $4,000 0
   Spire Wealth Management 1987 - 2024-03-31 77 $4,000 0
   Retirement Group LLC 692 - 2024-03-31 25 $1,000 0
  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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