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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

127 hedge funds and large institutions have $326M invested in First Trust Financials AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 69 reducing their positions, and 60 closing their positions.

Holders
127
Holders Change
-47
Holders Change %
-27.01%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
17
Increased
25
Reduced
69
Closed
60
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$8.86M
2
RW
2
RVW Wealth
California
$5.29M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.31M
4
TRCT
4
Tower Research Capital (TRC)
New York
$2.49M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$2.18M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
Wells Fargo
2
Wells Fargo
California
$48.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$74.2M
4
Bank of America
4
Bank of America
North Carolina
$25.3M
5
NC
5
NewSquare Capital
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RA
26
RFG Advisory
Alabama
$1.57M 74,127 -15,647 -17%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.46M 68,971 -34,377 -33%
AP
28
Atwood & Palmer
Missouri
$1.45M 68,795 -590 -0.9%
CS
29
Credit Suisse
Switzerland
$1.27M 59,818 -7,596 -11%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.26M 59,375 +1,314 +2%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$1.22M 57,854 -238,124 -80%
CCA
32
Clearwater Capital Advisors
Illinois
$1.15M 54,219 -33,982 -39%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$1.14M 54,083 +29,519 +120%
Jane Street
34
Jane Street
New York
$1.14M 53,982 +53,982 New
DADC
35
D.A. Davidson & Co
Montana
$1.14M 53,795 -9,820 -15%
BA
36
Ballew Advisors
Mississippi
$1.08M 51,123 -169 -0.3%
PAG
37
Private Advisor Group
New Jersey
$1.01M 47,631 -4,124 -8%
BAM
38
Bellevue Asset Management
Washington
$955K 41,510 -752 -2%
UCFA
39
United Capital Financial Advisors
Texas
$923K 43,669 -77,655 -64%
LFAS
40
Level Four Advisory Services
Texas
$799K 37,768 -2,049 -5%
TSS
41
Two Sigma Securities
New York
$789K 37,339 +37,339 New
SL
42
Savior LLC
Massachusetts
$721K 34,104 +1,928 +6%
PSF
43
Pacific Sun Financial
California
$678K 32,052 +3,941 +14%
CAC
44
Certified Advisory Corp
Florida
$660K 31,207 -1,026 -3%
MOS
45
MGO One Seven
Ohio
$658K 31,159 -19,077 -38%
OL
46
Optas LLC
Texas
$647K 30,561 -10,382 -25%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
– – – –
AWA
48
Arkadios Wealth Advisors
Georgia
$581K 27,488 +171 +0.6%
OC
49
Oppenheimer & Co
New York
$579K 27,377 -71,818 -72%
SAM
50
SignalPoint Asset Management
Missouri
$555K 26,238 -154 -0.6%
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