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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

140 hedge funds and large institutions have $683M invested in First Trust Financials AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+8
Holders Change %
+6.06%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
23
Increased
55
Reduced
42
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$15.6M
2
NA
Navellier & Associates
Nevada
+$12.6M
3
UBS Group
UBS Group
Switzerland
+$8.93M
4
Morgan Stanley
Morgan Stanley
New York
+$8.64M
5
LPL Financial
LPL Financial
California
+$5.58M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$19.5M
2
BTS
BB&T Securities
Virginia
-$12.2M
3
Bank of America
Bank of America
North Carolina
-$5.54M
4
CS
Credit Suisse
Switzerland
-$3.76M
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
FEG
26
Financial Enhancement Group
Indiana
$3.04M +$1.95M +62,844 +179%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.99M +$725K +23,361 +32%
BFA
28
Beaumont Financial Advisors
Massachusetts
$2.91M +$738K +23,774 +34%
PFS
29
Prospera Financial Services
Texas
$2.56M +$282K +9,103 +12%
HA
30
Hays Advisory
Tennessee
$2.39M -$493K -15,881 -17%
HighTower Advisors
31
HighTower Advisors
Illinois
$2.3M -$995K -32,089 -30%
CAN
32
Cetera Advisor Networks
California
$2.15M +$108K +3,470 +5%
HR
33
Howe & Rusling
New York
$2.14M -$31K -1,000 -1%
Jane Street
34
Jane Street
New York
$2.1M +$640K +20,615 +44%
BA
35
Ballew Advisors
Mississippi
$2M +$141K +4,543 +8%
TRCT
36
Tower Research Capital (TRC)
New York
$1.94M +$1.04M +33,443 +116%
OC
37
Oppenheimer & Co
New York
$1.91M -$64.7K -2,084 -3%
LFAS
38
Level Four Advisory Services
Texas
$1.76M +$92.4K +2,979 +6%
DADC
39
D.A. Davidson & Co
Montana
$1.76M +$127K +4,104 +8%
IWM
40
IHT Wealth Management
Illinois
$1.74M -$112K -3,667 -6%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$1.64M +$211K +6,802 +15%
IA
42
IFP Advisors
Florida
$1.6M – – –
ACM
43
AlphaStar Capital Management
North Carolina
$1.59M +$1.59M +51,208 New
WP
44
WealthSource Partners
California
$1.57M +$1.33M +42,846 +561%
VCM
45
Virtue Capital Management
Tennessee
$1.55M +$328K +10,558 +27%
US Bancorp
46
US Bancorp
Minnesota
$1.54M +$898K +28,914 +140%
UCFA
47
United Capital Financial Advisors
Texas
$1.49M -$120K -3,863 -7%
WI
48
Wintrust Investments
Illinois
$1.44M +$47.4K +1,528 +3%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$1.33M -$1.82M -58,732 -58%
BRWA
50
B. Riley Wealth Advisors
Florida
$1.26M -$290K -9,336 -19%
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