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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

142 hedge funds and large institutions have $654M invested in First Trust Financials AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 13 closing their positions.

Holders
142
Holders Change
+2
Holders Change %
+1.43%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
16
Increased
50
Reduced
54
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$27.6M
2
LPL Financial
2
LPL Financial
California
$39.1M
3
CWM
3
Cornerstone Wealth Management
Missouri
$2.46M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.07M
5
CS
5
Credit Suisse
Switzerland
$9.05M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$139M
2
Wells Fargo
2
Wells Fargo
California
$96.1M
3
UBS Group
3
UBS Group
Switzerland
$69.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.83M
5
Stifel Financial
5
Stifel Financial
Missouri
$1.25M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
26
Cornerstone Wealth Management
Missouri
$2.46M 77,193 +77,193 New
US Bancorp
27
US Bancorp
Minnesota
$2.45M 78,199 +28,609 +58%
PFS
28
Prospera Financial Services
Texas
$2.44M 77,609 -4,795 -6%
HA
29
Hays Advisory
Tennessee
$2.35M 74,936 -1,932 -3%
HighTower Advisors
30
HighTower Advisors
Illinois
$2.32M 74,135 -15 -0%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$2.29M 73,037 +20,148 +38%
HR
32
Howe & Rusling
New York
$2.07M 66,205 -2,825 -4%
Goldman Sachs
33
Goldman Sachs
New York
$2.07M 66,067 +66,067 New
VCM
34
Virtue Capital Management
Tennessee
$2.06M 65,582 +15,710 +32%
BA
35
Ballew Advisors
Mississippi
$2.04M 64,979 +616 +1%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.95M 62,092 +23,174 +60%
BFA
37
Beaumont Financial Advisors
Massachusetts
$1.91M 61,097 -32,680 -35%
DADC
38
D.A. Davidson & Co
Montana
$1.9M 60,727 +4,103 +7%
CAN
39
Cetera Advisor Networks
California
$1.84M 58,487 -10,739 -16%
OC
40
Oppenheimer & Co
New York
$1.78M 56,648 -4,927 -8%
IWM
41
IHT Wealth Management
Illinois
$1.75M 55,760 -1,298 -2%
LFAS
42
Level Four Advisory Services
Texas
$1.73M 55,272 -1,441 -3%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$1.58M 50,468 +7,623 +18%
UCFA
44
United Capital Financial Advisors
Texas
$1.47M 46,789 -1,125 -2%
ACM
45
AlphaStar Capital Management
North Carolina
$1.32M 41,976 -9,232 -18%
Stifel Financial
46
Stifel Financial
Missouri
$1.25M 39,986 -183,025 -82%
BRWA
47
B. Riley Wealth Advisors
Florida
$1.24M 39,632 -1,007 -2%
HFS
48
HL Financial Services
Kentucky
$1.22M 38,786 -699 -2%
FAAS
49
First Allied Advisory Services
California
$1.2M 38,392 -659 -2%
VBFG
50
Vishria Bird Financial Group
Tennessee
$1.19M 37,834 +37,834 New
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