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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

101 hedge funds and large institutions have $660M invested in First Trust Financials AlphaDEX Fund in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+13
Holders Change %
+14.77%
% of All Funds
2.65%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
25
Increased
48
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$127M
2
HA
2
Hays Advisory
Tennessee
$22.9M
3
SAM
3
Shamrock Asset Management
Texas
$17.9M
4
UBS Group
4
UBS Group
Switzerland
$60.8M
5
LPL Financial
5
LPL Financial
California
$28.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$888K
2
CI
2
Cavalier Investments
Georgia
$0
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$0
4
CS
4
Credit Suisse
Switzerland
$1.13M
5
VF
5
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
26
IMA Advisory Services
Colorado
$2.39M +$2.39M +105,845 New
ASN
27
Advisory Services Network
Georgia
$2.38M +$1.1M +47,591 +87%
OC
28
Oppenheimer & Co
New York
$2.23M +$620K +26,755 +39%
HR
29
Howe & Rusling
New York
$2.08M +$54.5K +2,351 +3%
CAN
30
Cetera Advisor Networks
California
$1.96M +$1.96M +84,577 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.9M +$408K +17,624 +27%
ONB
32
Old National Bancorp
Indiana
$1.86M -$578K -24,943 -24%
RPG
33
Risk Paradigm Group
Texas
$1.8M +$1.8M +77,779 New
HFS
34
HL Financial Services
Kentucky
$1.65M +$1.12M +48,335 +212%
FAAS
35
First Allied Advisory Services
California
$1.58M -$234K -10,124 -13%
AI
36
Atria Investments
North Carolina
$1.43M +$1.43M +65,590 New
DADC
37
D.A. Davidson & Co
Montana
$1.35M +$8.32K +359 +0.6%
FHC
38
First Heartland Consultants
Missouri
$1.32M +$40.9K +1,764 +3%
CS
39
Credit Suisse
Switzerland
$1.13M -$4.98M -214,721 -81%
BRWM
40
B. Riley Wealth Management
Tennessee
$1.12M -$36.3K -1,568 -3%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$1.11M +$734K +31,668 +198%
Citigroup
42
Citigroup
New York
$1.02M +$4.01K +173 +0.4%
SB
43
Suntrust Banks
Georgia
$1.02M +$204K +8,717 +25%
VKH
44
Virtu KCG Holdings
New York
$1M -$347K -14,979 -26%
TRCT
45
Tower Research Capital (TRC)
New York
$977K -$1.75M -75,282 -64%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$961K +$99.8K +4,307 +12%
Goldman Sachs
47
Goldman Sachs
New York
$888K -$23.3M -1,005,330 -96%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$813K +$178K +7,679 +28%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$803K +$518K +22,353 +182%
AIM
50
Aspen Investment Management
Michigan
$769K +$769K +33,165 New
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