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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

186 hedge funds and large institutions have $652M invested in First Trust Financials AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 77 reducing their positions, and 12 closing their positions.

Holders
186
Holders Change
+2
Holders Change %
+1.09%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
56
Reduced
77
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$79.2M
2
DADC
2
D.A. Davidson & Co
Montana
$8.74M
3
FTUS
3
Flow Traders U.S.
New York
$2.33M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11.3M
5
CA
5
Crumly & Associates
Illinois
$6.94M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$132M
2
PAG
2
Private Advisor Group
New Jersey
$978K
3
Jane Street
3
Jane Street
New York
$226K
4
Wells Fargo
4
Wells Fargo
California
$67.6M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$3.44M -$136K -3,693 -4%
GCA
27
Genesee Capital Advisors
New York
$3.35M +$14.1K +382 +0.4%
SL
28
Savior LLC
Massachusetts
$3.35M -$7.18K -195 -0.2%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$2.88M -$51.3K -1,393 -2%
GVAG
30
Great Valley Advisor Group
Delaware
$2.55M -$122K -3,314 -5%
FTUS
31
Flow Traders U.S.
New York
$2.33M +$2.02M +54,951 +652%
CA
32
Cetera Advisors
Colorado
$2.23M +$18.7K +507 +0.8%
SPIA
33
Steward Partners Investment Advisory
New York
$2.2M +$979K +26,591 +80%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$2.14M +$150K +4,069 +8%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$2.09M +$834K +22,642 +67%
KCFA
36
Key Client Fiduciary Advisors
New Jersey
$2.08M -$9.13K -248 -0.4%
FAM
37
Flaharty Asset Management
Florida
$2M -$133K -3,621 -6%
Goldman Sachs
38
Goldman Sachs
New York
$1.98M -$636K -17,266 -24%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$1.95M -$241K -6,545 -11%
LNC
40
Lincoln National Corp
Pennsylvania
$1.9M +$29.6K +803 +2%
Creative Planning
41
Creative Planning
Kansas
$1.81M -$112K -3,049 -6%
PFA
42
Plotkin Financial Advisors
Maryland
$1.73M -$5.49K -149 -0.3%
CWM
43
Concentrum Wealth Management
California
$1.67M -$215K -5,835 -11%
HI
44
Harbour Investments
Wisconsin
$1.65M – – –
PWA
45
PCG Wealth Advisors
Kansas
$1.65M +$812K +22,040 +97%
DWMG
46
DB Wealth Management Group
California
$1.63M -$31.4K -854 -2%
CS
47
Credit Suisse
Switzerland
$1.61M +$1.61M +43,650 New
OC
48
Oppenheimer & Co
New York
$1.6M -$781K -21,203 -33%
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$1.56M -$4.9K -133 -0.3%
PFS
50
Prospera Financial Services
Texas
$1.47M -$16.6K -450 -1%
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