FXO icon

First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

132 hedge funds and large institutions have $656M invested in First Trust Financials AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+13
Holders Change %
+10.92%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
36
Increased
38
Reduced
43
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
BB&T Securities
Virginia
$16.1M
2
FI
FormulaFolio Investments
Michigan
$10.3M
3
LPL Financial
LPL Financial
California
$30.3M
4
AA
Advisory Alpha
Michigan
$5.51M
5
SAM
Shamrock Asset Management
Texas
$5.47M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$145M
3
NA
Navellier & Associates
Nevada
$8.07M
4
BCI
Brinker Capital Investments
Pennsylvania
$0
5
UBS Group
UBS Group
Switzerland
$66.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
26
Hays Advisory
Tennessee
$2.91M -$930K -29,701 -24%
PFS
27
Prospera Financial Services
Texas
$2.31M +$45.3K +1,440 +2%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.28M -$730K -23,297 -24%
HR
29
Howe & Rusling
New York
$2.19M -$170K -5,432 -7%
BFA
30
Beaumont Financial Advisors
Massachusetts
$2.19M -$324K -10,360 -13%
CAN
31
Cetera Advisor Networks
California
$2.07M +$586K +18,675 +40%
OC
32
Oppenheimer & Co
New York
$1.99M +$389K +12,430 +24%
IWM
33
IHT Wealth Management
Illinois
$1.93M +$99K +3,120 +5%
BA
34
Ballew Advisors
Mississippi
$1.87M +$1.87M +59,820 New
HFS
35
HL Financial Services
Kentucky
$1.84M +$100K +3,202 +6%
MIAN
36
Mariner Independent Advisor Network
Kansas
$1.79M +$1.45M +46,358 +430%
FHC
37
First Heartland Consultants
Missouri
$1.71M -$1.32K -42 -0.1%
LFAS
38
Level Four Advisory Services
Texas
$1.68M +$145K +4,629 +9%
DADC
39
D.A. Davidson & Co
Montana
$1.65M -$63.6K -2,032 -4%
UCFA
40
United Capital Financial Advisors
Texas
$1.62M -$301K -9,615 -16%
IA
41
IFP Advisors
Florida
$1.6M +$398K +12,699 +33%
BRWA
42
B. Riley Wealth Advisors
Florida
$1.57M +$1.57M +49,975 New
SWM
43
Segment Wealth Management
Texas
$1.56M +$915K +29,220 +142%
Jane Street
44
Jane Street
New York
$1.47M -$626K -19,999 -30%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$1.44M +$208K +6,647 +17%
WI
46
Wintrust Investments
Illinois
$1.41M +$47.1K +1,504 +3%
Stifel Financial
47
Stifel Financial
Missouri
$1.41M -$5.82M -185,509 -81%
VCM
48
Virtue Capital Management
Tennessee
$1.23M +$1.23M +39,314 New
CAC
49
Certified Advisory Corp
Florida
$1.17M +$1.17M +37,231 New
FEG
50
Financial Enhancement Group
Indiana
$1.1M +$1.1M +35,142 New
1
2
3 4 5