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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

174 hedge funds and large institutions have $1.46B invested in First Trust Financials AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 64 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+19
Holders Change %
+12.26%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
36
Increased
64
Reduced
54
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$14.2M
2
First Trust Advisors
First Trust Advisors
Illinois
+$10.8M
3
Wells Fargo
Wells Fargo
California
+$5.74M
4
VBFG
Vishria Bird Financial Group
Tennessee
+$4.95M
5
Morgan Stanley
Morgan Stanley
New York
+$4.51M

Top Sellers

1
Jane Street
Jane Street
New York
-$2.38M
2
DWA
Dorsey Wright & Associates
California
-$1.54M
3
SWA
Stratos Wealth Advisors
Ohio
-$1.4M
4
AW
ACG Wealth
Georgia
-$1.4M
5
UBS Group
UBS Group
Switzerland
-$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$4.46M +$483K +14,448 +12%
ASN
27
Advisory Services Network
Georgia
$4.08M +$3.98M +118,911 +4,398%
UCFA
28
United Capital Financial Advisors
Texas
$4.07M +$70.8K +2,113 +2%
AG
29
Advisor Group
Arizona
$3.95M -$225K -6,700 -5%
PFA
30
Plotkin Financial Advisors
Maryland
$3.87M +$3.87M +115,395 New
FEG
31
Financial Enhancement Group
Indiana
$3.86M +$3.75M +112,016 +3,395%
HighTower Advisors
32
HighTower Advisors
Illinois
$3.46M +$45.1K +1,348 +1%
MFS
33
Madrona Financial Services
Washington
$3.44M +$27.2K +812 +0.8%
OC
34
Oppenheimer & Co
New York
$3.32M +$495K +14,774 +18%
RA
35
RFG Advisory
Alabama
$3.01M +$59K +1,761 +2%
CCA
36
Clearwater Capital Advisors
Illinois
$2.96M -$36K -1,075 -1%
IAA
37
Independent Advisor Alliance
North Carolina
$2.88M +$2.88M +85,883 New
SPC
38
Sigma Planning Corp
Michigan
$2.74M +$2.06M +61,406 +300%
SAM
39
Secure Asset Management
Michigan
$2.57M +$2.57M +76,684 New
AP
40
Atwood & Palmer
Missouri
$2.33M -$7.71K -230 -0.3%
CS
41
Credit Suisse
Switzerland
$2.26M +$2.04M +60,814 +921%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$2.15M +$80.5K +2,401 +4%
DADC
43
D.A. Davidson & Co
Montana
$2.13M +$58.1K +1,735 +3%
MIAN
44
Mariner Independent Advisor Network
Kansas
$2.07M -$49.5K -1,478 -2%
Goldman Sachs
45
Goldman Sachs
New York
$2.02M +$345K +10,310 +21%
CA
46
Crumly & Associates
Illinois
$2.02M +$2.02M +60,197 New
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.95M -$196K -5,833 -9%
MWM
48
MinichMacGregor Wealth Management
New York
$1.87M +$146K +4,363 +8%
PAG
49
Private Advisor Group
New Jersey
$1.73M +$225K +6,709 +15%
BA
50
Ballew Advisors
Mississippi
$1.72M -$71.5K -2,134 -4%
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