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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

90 hedge funds and large institutions have $765M invested in First Trust Financials AlphaDEX Fund in 2015 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+11
Holders Change %
+13.92%
% of All Funds
2.43%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
19
Increased
47
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$183M
2
Morgan Stanley
2
Morgan Stanley
New York
$133M
3
Wells Fargo
3
Wells Fargo
California
$91.4M
4
PPA
4
Parametric Portfolio Associates
Washington
$29.2M
5
DIA
5
Dana Investment Advisors
Wisconsin
$24.8M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$12.7M
2
BUB
2
BBVA USA Bancshares
Texas
$0
3
ACM
3
Aviance Capital Management
Florida
$0
4
RJA
4
Raymond James & Associates
Florida
$13.1M
5
CS
5
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
26
Stephens Inc
Arkansas
$2.21M +$1.95M +82,308 +758%
FAAS
27
First Allied Advisory Services
California
$2.18M +$1.65K +69 +0.1%
HR
28
Howe & Rusling
New York
$2.07M +$902 +38 +0%
MAA
29
Managed Account Advisors
New Jersey
$2.05M -$22.2K -937 -1%
AIG
30
American International Group
New York
$1.96M +$264K +11,139 +16%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.5M -$6.01K -253 -0.4%
Creative Planning
32
Creative Planning
Kansas
$1.42M +$1.42M +60,000 New
BFEC
33
Benjamin F. Edwards & Company
Missouri
$1.42M +$1.04M +43,682 +271%
OC
34
Oppenheimer & Co
New York
$1.42M +$54.5K +2,299 +4%
HFS
35
HL Financial Services
Kentucky
$1.38M +$954K +40,195 +225%
VFS
36
VSR Financial Services
Kansas
$1.23M +$1.23M +51,836 New
SG Americas Securities
37
SG Americas Securities
New York
$1.19M -$1.17M -49,320 -50%
Citigroup
38
Citigroup
New York
$1.1M +$848K +35,733 +331%
BRWM
39
B. Riley Wealth Management
Tennessee
$1.06M +$668K +28,189 +173%
DADC
40
D.A. Davidson & Co
Montana
$1.03M +$157K +6,618 +18%
AWA
41
Arete Wealth Advisors
Illinois
$915K +$915K +38,551 New
RPG
42
Risk Paradigm Group
Texas
$885K +$82.1K +3,459 +10%
ASN
43
Advisory Services Network
Georgia
$877K +$18.2K +756 +2%
IH
44
IFC Holdings
Florida
$860K +$436K +18,068 +103%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$817K +$817K +34,446 New
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$810K +$46.8K +1,970 +6%
AI
47
Atria Investments
North Carolina
$718K +$718K +30,276 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$675K +$675K +28,432 New
ACM
49
Argentus Capital Management
Texas
$654K +$345K +14,525 +112%
SB
50
Suntrust Banks
Georgia
$574K +$574K +24,240 New
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