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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

198 hedge funds and large institutions have $998M invested in First Trust Financials AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 81 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
-11
Holders Change %
-5.26%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
19
Increased
81
Reduced
68
Closed
28
Calls
$459K
Puts
–
Net Calls
+$459K
Net Calls Change
+$15K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$63.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$73.3M
3
Wells Fargo
3
Wells Fargo
California
$112M
4
LPL Financial
4
LPL Financial
California
$99.2M
5
PAG
5
Private Advisor Group
New Jersey
$8.38M

Top Sellers

1
CCFM
1
Clear Creek Financial Management
Washington
$0
2
EE
2
EWG Elevate
California
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.39M
4
DADC
4
D.A. Davidson & Co
Montana
$3.7M
5
Bank of America
5
Bank of America
North Carolina
$46.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FEG
26
Financial Enhancement Group
Indiana
$4.83M +$2.09M +45,556 +76%
MML Investors Services
27
MML Investors Services
Massachusetts
$4.82M -$1.66M -36,146 -26%
GCA
28
Genesee Capital Advisors
New York
$4.74M +$203K +4,413 +4%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$4.7M -$2.06M -44,893 -30%
HighTower Advisors
30
HighTower Advisors
Illinois
$4.5M -$327K -7,110 -7%
SL
31
Savior LLC
Massachusetts
$4.32M +$32.3K +693 +0.8%
CAN
32
Cetera Advisor Networks
California
$4.22M +$1.43M +31,128 +51%
MIAN
33
Mariner Independent Advisor Network
Kansas
$4.19M +$543K +11,846 +15%
ODFS
34
O'Donnell Financial Services
California
$4.14M +$1.84M +40,151 +80%
DADC
35
D.A. Davidson & Co
Montana
$3.7M -$11.8M -257,676 -76%
TA
36
TrueWealth Advisors
Alabama
$3.68M – – –
CA
37
Crumly & Associates
Illinois
$3.67M -$7.06M -153,696 -66%
OC
38
Oppenheimer & Co
New York
$3.49M +$556K +12,101 +19%
WWM
39
Wagner Wealth Management
South Carolina
$3.45M +$1.82M +39,672 +112%
CA
40
Cetera Advisors
Colorado
$3.43M +$126K +2,736 +4%
GVAG
41
Great Valley Advisor Group
Delaware
$3.42M +$928K +20,212 +37%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$3.41M +$292K +6,353 +9%
HFP
43
Holistic Financial Partners
Indiana
$3.22M -$368K -8,022 -10%
IWA
44
IBEX Wealth Advisors
New Jersey
$2.99M +$2.02M +44,058 +210%
FAM
45
Flaharty Asset Management
Florida
$2.92M +$746K +16,251 +34%
KCFA
46
Key Client Fiduciary Advisors
New Jersey
$2.61M -$91.6K -1,996 -3%
CA
47
CoreCap Advisors
Michigan
$2.4M -$1.57M -34,112 -40%
CWM
48
Cornerstone Wealth Management
Missouri
$2.39M -$52.1K -1,134 -2%
DWMG
49
DB Wealth Management Group
California
$2.34M +$63.8K +1,389 +3%
CWM
50
Concentrum Wealth Management
California
$2.3M +$32.1K +700 +1%
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