FXO icon

First Trust Financials AlphaDEX Fund

127 hedge funds and large institutions have $388M invested in First Trust Financials AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 36 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+18
Holders Change %
+16.51%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
30
Increased
36
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
26
Benjamin F. Edwards & Company
Missouri
$2.09M -$247K -7,215 -11%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.06M -$12.9K -376 -0.6%
Stifel Financial
28
Stifel Financial
Missouri
$2M -$398K -11,623 -17%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$1.9M -$92.4K -2,698 -5%
DADC
30
D.A. Davidson & Co
Montana
$1.9M +$41.1K +1,200 +2%
BA
31
Ballew Advisors
Mississippi
$1.66M -$3.48K -95 -0.2%
RIA
32
Regal Investment Advisors
Michigan
$1.63M +$1.63M +47,631 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.55M -$78.7K -2,294 -5%
LFAS
34
Level Four Advisory Services
Texas
$1.14M -$58.4K -1,704 -5%
WWM
35
Wagner Wealth Management
South Carolina
$1.13M +$1.13M +33,058 New
Baird Financial Group
36
Baird Financial Group
Wisconsin
$1.11M +$183K +5,335 +20%
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$962K +$246K +7,179 +34%
JCM
38
Jacobi Capital Management
Pennsylvania
$895K +$163K +4,748 +22%
UCFA
39
United Capital Financial Advisors
Texas
$865K -$138K -4,020 -14%
OIA
40
OneDigital Investment Advisors
Kansas
$830K +$15.4K +448 +2%
SAM
41
SignalPoint Asset Management
Missouri
$783K -$43.8K -1,278 -5%
MOS
42
MGO One Seven
Ohio
$746K +$352K +10,270 +89%
WWM
43
Western Wealth Management
Colorado
$689K -$166K -4,843 -19%
KAS
44
Kestra Advisory Services
Texas
$621K +$100K +2,951 +19%
MC
45
Moors & Cabot
Massachusetts
$613K +$137 +4 +0%
FTS
46
Fifth Third Securities
Ohio
$605K -$5.49K -160 -0.9%
CCA
47
Clearwater Capital Advisors
Illinois
$605K -$2.74K -80 -0.5%
VBFG
48
Vishria Bird Financial Group
Tennessee
$591K -$43.3K -1,263 -7%
WP
49
WealthSource Partners
California
$567K -$2.57K -75 -0.5%
KNW
50
Kesler Norman & Wride
Utah
$546K +$546K +15,939 New