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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

79 hedge funds and large institutions have $448M invested in First Trust Financials AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 18 closing their positions.

Holders
79
Holders Change
-7
Holders Change %
-8.14%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
13
Increased
28
Reduced
29
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIM
1
Astor Investment Management
Illinois
$33.4M
2
UCFA
2
United Capital Financial Advisors
Texas
$7.96M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.6M
4
ACM
4
Aviance Capital Management
Florida
$6.97M
5
SG Americas Securities
5
SG Americas Securities
New York
$2.35M

Top Sellers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$0
2
PPA
2
Parametric Portfolio Associates
Washington
$0
3
BTS
3
BB&T Securities
Virginia
$27.1M
4
Wells Fargo
4
Wells Fargo
California
$55.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CS
26
Credit Suisse
Switzerland
$1.55M 65,422 +38,900 +147%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.5M 63,323 +5,028 +9%
OC
28
Oppenheimer & Co
New York
$1.35M 57,343 +2,015 +4%
DADC
29
D.A. Davidson & Co
Montana
$872K 36,958 -6,414 -15%
ASN
30
Advisory Services Network
Georgia
$847K 35,616 +35,616 New
RPG
31
Risk Paradigm Group
Texas
$799K 33,817 +33,817 New
Ameriprise
32
Ameriprise
Minnesota
$775K 32,813 -2,462 -7%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$759K 32,153 +1,503 +5%
B
34
Baird
Wisconsin
$612K 25,914 -3,450 -12%
FHC
35
First Heartland Consultants
Missouri
$516K 21,837 +1 +0%
RIA
36
Regal Investment Advisors
Michigan
$500K 21,164 +14 +0.1%
BRWA
37
B. Riley Wealth Advisors
Florida
$492K 20,819 +6,319 +44%
CA
38
Cetera Advisors
Colorado
$478K 20,205 +5,073 +34%
TH
39
Timber Hill
Connecticut
$426K 18,050 +211 +1%
HFS
40
HL Financial Services
Kentucky
$421K 17,840 -32,205 -64%
IH
41
IFC Holdings
Florida
$408K 17,536 +1,190 +7%
BRWM
42
B. Riley Wealth Management
Tennessee
$385K 16,300 -51,178 -76%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$380K 16,090 +1,665 +12%
FIM
44
Freedom Investment Management
Connecticut
$369K 15,611 +15,611 New
WS
45
Wedbush Securities
California
$358K 15,142 +1,290 +9%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$339K 14,361 -78,231 -84%
SS
47
Simplicity Solutions
Minnesota
$314K 13,300 -44,761 -77%
ACM
48
Argentus Capital Management
Texas
$308K 13,024 -4,361 -25%
PAG
49
Private Advisor Group
New Jersey
$293K 12,395 +591 +5%
SS
50
Sunbelt Securities
Texas
$283K 10,724 +10,724 New
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