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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

174 hedge funds and large institutions have $901M invested in First Trust Financials AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 91 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+22
Holders Change %
+14.47%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
34
Increased
91
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$70.9M
2
EF
2
Empowered Funds
Pennsylvania
$24.2M
3
Ameriprise
3
Ameriprise
Minnesota
$43.8M
4
Wells Fargo
4
Wells Fargo
California
$100M
5
LPL Financial
5
LPL Financial
California
$59.8M

Top Sellers

1
BA
1
Ballew Advisors
Mississippi
$1.73M
2
FEG
2
Financial Enhancement Group
Indiana
$7.89M
3
FTS
3
Fifth Third Securities
Ohio
$0
4
FEM
4
Fulcrum Equity Management
Texas
$5.78M
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
26
Prospera Financial Services
Texas
$5.9M +$114K +2,621 +2%
FEM
27
Fulcrum Equity Management
Texas
$5.78M -$666K -15,253 -10%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$5.61M +$2.76M +63,311 +97%
MML Investors Services
29
MML Investors Services
Massachusetts
$5.58M +$1.62M +37,159 +41%
VCM
30
Virtue Capital Management
Tennessee
$5.22M +$1.38M +31,693 +36%
SL
31
Savior LLC
Massachusetts
$4.47M +$21.5K +493 +0.5%
SPC
32
Sigma Planning Corp
Michigan
$4.24M +$134K +3,071 +3%
MIAN
33
Mariner Independent Advisor Network
Kansas
$3.4M +$113K +2,596 +3%
BAM
34
Bellevue Asset Management
Washington
$3.13M +$13.3K +304 +0.4%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$2.96M -$367K -8,397 -11%
PFA
36
Plotkin Financial Advisors
Maryland
$2.94M +$1.03M +23,575 +54%
DADC
37
D.A. Davidson & Co
Montana
$2.93M +$229K +5,250 +8%
Goldman Sachs
38
Goldman Sachs
New York
$2.89M +$706K +16,172 +32%
CFG
39
CMC Financial Group
Georgia
$2.8M +$2.8M +64,139 New
SWM
40
Spire Wealth Management
Virginia
$2.72M +$328K +7,510 +14%
TA
41
TrueWealth Advisors
Alabama
$2.64M +$2.64M +60,328 New
GVAG
42
Great Valley Advisor Group
Delaware
$2.49M +$126K +2,883 +5%
OC
43
Oppenheimer & Co
New York
$2.38M +$206K +4,723 +9%
CWM
44
Cornerstone Wealth Management
Missouri
$2.35M +$91.3K +2,090 +4%
SWP
45
Stratos Wealth Partners
Ohio
$2.25M +$1.99M +45,515 +764%
GIA
46
Gladstone Institutional Advisory
Florida
$2.25M +$2.25M +51,449 New
Creative Planning
47
Creative Planning
Kansas
$2.12M +$1.9M +43,557 +881%
Citadel Advisors
48
Citadel Advisors
Florida
$2.05M +$2.05M +47,030 New
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$2.05M +$15.6K +358 +0.8%
LA
50
LexAurum Advisors
Kansas
$1.96M +$1.6M +36,550 +434%
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