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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

149 hedge funds and large institutions have $497M invested in First Trust Financials AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 35 increasing their positions, 64 reducing their positions, and 25 closing their positions.

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
3.33%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
32
Increased
35
Reduced
64
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$15M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.59M
3
AA
3
Advisory Alpha
Michigan
$3.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.01M
5
TRCT
5
Tower Research Capital (TRC)
New York
$2.81M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$64.4M
2
NA
2
Navellier & Associates
Nevada
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$107M
4
Ameriprise
4
Ameriprise
Minnesota
$5.42M
5
UBS Group
5
UBS Group
Switzerland
$55M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.23M 82,387 +684 +0.8%
HighTower Advisors
27
HighTower Advisors
Illinois
$2.11M 78,106 +2,970 +4%
PFS
28
Prospera Financial Services
Texas
$1.95M 71,291 +6,928 +11%
BA
29
Ballew Advisors
Mississippi
$1.94M 64,398 +257 +0.4%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$1.91M 70,577 +4,903 +7%
OC
31
Oppenheimer & Co
New York
$1.86M 68,999 +10,092 +17%
MIAN
32
Mariner Independent Advisor Network
Kansas
$1.71M 60,572 -225 -0.4%
AW
33
ACG Wealth
Georgia
$1.6M 59,402 -4,960 -8%
Stifel Financial
34
Stifel Financial
Missouri
$1.6M 58,928 -154,442 -72%
LFAS
35
Level Four Advisory Services
Texas
$1.51M 55,717 -843 -1%
DADC
36
D.A. Davidson & Co
Montana
$1.42M 52,505 +8,275 +19%
Jane Street
37
Jane Street
New York
$1.41M 52,116 -60,454 -54%
HFS
38
HL Financial Services
Kentucky
$1.32M 48,998 +4,031 +9%
ACM
39
AlphaStar Capital Management
North Carolina
$1.19M 43,891 +1,714 +4%
CAN
40
Cetera Advisor Networks
California
$1.11M 41,292 -9,006 -18%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$1.11M 41,211 +730 +2%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$1.1M 40,541 -7,833 -16%
SG Americas Securities
43
SG Americas Securities
New York
$1.08M 39,884 -8,765 -18%
RCG
44
Ruggie Capital Group
Florida
$1.06M 39,345 +16,428 +72%
VBFG
45
Vishria Bird Financial Group
Tennessee
$1M 37,109 -552 -1%
SS
46
Simplicity Solutions
Minnesota
$972K 36,008 +36,008 New
BRWA
47
B. Riley Wealth Advisors
Florida
$953K 35,274 -4,230 -11%
EAM
48
Eukles Asset Management
Ohio
$944K 34,938 +34,938 New
CAC
49
Certified Advisory Corp
Florida
$935K 34,615 -677 -2%
BTS
50
BB&T Securities
Virginia
$885K 32,785 -131,065 -80%
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