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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

152 hedge funds and large institutions have $641M invested in First Trust Financials AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 51 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+25
Holders Change %
+19.69%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
41
Increased
51
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$156M
2
Wells Fargo
Wells Fargo
California
$83.5M
3
Bank of America
Bank of America
North Carolina
$47.9M
4
Ameriprise
Ameriprise
Minnesota
$23.1M
5
UBS Group
UBS Group
Switzerland
$38M

Top Sellers

1
IPW
IronBridge Private Wealth
Texas
$12K
2
KPWS
Kestra Private Wealth Services
Texas
$224K
3
Goldman Sachs
Goldman Sachs
New York
$2.08M
4
Truist Financial
Truist Financial
North Carolina
$10.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$326K
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
26
Virtue Capital Management
Tennessee
$3.65M +$3.65M +87,750 New
BA
27
Ballew Advisors
Mississippi
$3.57M +$1.67M +39,733 +88%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$3.19M +$690K +16,586 +28%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$3.17M +$637K +15,303 +25%
MIAN
30
Mariner Independent Advisor Network
Kansas
$3.13M +$3.13M +75,146 New
BAM
31
Bellevue Asset Management
Washington
$2.98M -$130K -3,114 -4%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$2.71M +$1.36M +32,759 +101%
DADC
33
D.A. Davidson & Co
Montana
$2.57M +$263K +6,325 +11%
SWM
34
Spire Wealth Management
Virginia
$2.28M +$2.28M +54,877 New
GVAG
35
Great Valley Advisor Group
Delaware
$2.25M +$2.25M +54,103 New
CWM
36
Cornerstone Wealth Management
Missouri
$2.15M +$2.15M +51,647 New
Goldman Sachs
37
Goldman Sachs
New York
$2.08M -$3.89M -93,599 -65%
OC
38
Oppenheimer & Co
New York
$2.07M +$1.67M +40,030 +412%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$1.94M -$373K -8,981 -16%
PFA
40
Plotkin Financial Advisors
Maryland
$1.82M +$1.82M +43,843 New
WWM
41
Western Wealth Management
Colorado
$1.66M +$822K +19,776 +98%
HI
42
Harbour Investments
Wisconsin
$1.53M +$1.53M +36,649 New
LFAS
43
Level Four Advisory Services
Texas
$1.38M -$666 -16 -0%
WWM
44
Wagner Wealth Management
South Carolina
$1.35M -$30.6K -736 -2%
Renaissance Technologies
45
Renaissance Technologies
New York
$1.24M +$1.24M +29,700 New
VVP
46
Venture Visionary Partners
Ohio
$1.17M +$1.17M +28,200 New
JCM
47
Jacobi Capital Management
Pennsylvania
$1.09M +$6.99K +168 +0.6%
UCFA
48
United Capital Financial Advisors
Texas
$1.05M +$665 +16 +0.1%
CAC
49
Certified Advisory Corp
Florida
$1.03M +$1.03M +24,680 New
MOS
50
MGO One Seven
Ohio
$943K +$38.5K +925 +4%
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