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Get Institutions for : 
First Trust Small Cap Core AlphaDex Fund (FYX)  
$91.80 0.82 (0.9%) as of 4:30 Mon 5/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 139    0
Total shares held : 
6,046,921  
% of shares held : 
81.72%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -9  
Amount of shares held : 
-270,071  
% of shares held change : 
  -3.65%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$79.71  
Last Quarter's Ending Price : 
$91.56  
Last Quarter's Average Price
$82.14  
Change from last quarter's     
avg. price to the last closing  : 
9.66 (11.76%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 30,366
 0.5%
 
Increased Positions :
45
 249,765
 4.13%
 
Unchanged Positions :
28
 58,719
 0.97%
 
Decreased Positions :
54
-441,785
-7.31%
 
Closed Positions :
12
-108,417
-1.79%
 
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
   IHT Wealth Management LLC 745 *New 2023-12-31 3,497 $320,000 3,497
   DAVENPORT & CO LLC *New 2024-03-31 2,600 $242,000 2,600
   Venture Visionary Partners LLC 463 *New 2023-12-31 2,339 $214,000 2,339
   AMERIPRISE FINANCIAL INC 3637 *New 2023-12-31 2,278 $209,000 2,278
   Private Portfolio Partners LLC 247 *New 2023-12-31 2,237 $205,000 2,237
   Cresset Asset Management LLC 1667 *New 2023-12-31 2,191 $201,000 2,191
   Salomon & Ludwin LLC *New 2024-03-31 100 $9,000 100
   MATHER GROUP, INC. 1304 *New 2024-03-31 64 $6,000 64
   ORG Partners LLC 889 *New 2023-12-31 15 $1,000 15

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