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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

144 hedge funds and large institutions have $524M invested in First Trust Financials AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 65 reducing their positions, and 21 closing their positions.

Holders
144
Holders Change
-5
Holders Change %
-3.36%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
40
Reduced
65
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$81.2M
2
UBS Group
2
UBS Group
Switzerland
$66.1M
3
BTS
3
BB&T Securities
Virginia
$4.58M
4
Bank of America
4
Bank of America
North Carolina
$50.7M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$0
2
CS
2
Credit Suisse
Switzerland
$7.69M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$14M
4
Morgan Stanley
4
Morgan Stanley
New York
$113M
5
AG
5
Advisor Group
Arizona
$5.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$2.56M 84,585 -101,045 -54%
HighTower Advisors
27
HighTower Advisors
Illinois
$2.38M 78,467 +361 +0.5%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.28M 75,424 -6,963 -8%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$2.11M 69,540 -1,037 -1%
BA
30
Ballew Advisors
Mississippi
$2.06M 64,229 -169 -0.3%
MIAN
31
Mariner Independent Advisor Network
Kansas
$1.91M 62,085 +1,513 +2%
DADC
32
D.A. Davidson & Co
Montana
$1.78M 58,855 +6,350 +12%
LFAS
33
Level Four Advisory Services
Texas
$1.72M 56,825 +1,108 +2%
Stifel Financial
34
Stifel Financial
Missouri
$1.66M 54,868 -4,060 -7%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$1.63M 53,998 +12,787 +31%
AW
36
ACG Wealth
Georgia
$1.62M 53,543 -5,859 -10%
ACP
37
Aveo Capital Partners
Colorado
$1.6M 52,764 +52,764 New
BFEC
38
Benjamin F. Edwards & Company
Missouri
$1.52M 50,286 +9,745 +24%
HFS
39
HL Financial Services
Kentucky
$1.46M 48,326 -672 -1%
CAN
40
Cetera Advisor Networks
California
$1.46M 48,125 +6,833 +17%
CWM
41
Cornerstone Wealth Management
Missouri
$1.42M 70,230 +70,230 New
Jane Street
42
Jane Street
New York
$1.4M 46,162 -5,954 -11%
SWA
43
Stratos Wealth Advisors
Ohio
$1.36M 45,015 +28,852 +179%
CAC
44
Certified Advisory Corp
Florida
$999K 33,021 -1,594 -5%
EAM
45
Eukles Asset Management
Ohio
$987K 32,604 -2,334 -7%
IA
46
IFP Advisors
Florida
$965K 31,838 +119 +0.4%
HGWM
47
Harvest Group Wealth Management
Massachusetts
$928K 30,657 -280 -0.9%
PAG
48
Private Advisor Group
New Jersey
$903K 29,853 -540 -2%
BCM
49
Breiter Capital Management
Florida
$897K 28,891 +28,891 New
SPC
50
Sigma Planning Corp
Michigan
$858K 28,351 -70 -0.2%
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