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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

213 hedge funds and large institutions have $694M invested in First Trust Financials AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 10 closing their positions.

Holders
213
Holders Change
+27
Holders Change %
+14.52%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
39
Increased
65
Reduced
76
Closed
10
Calls
$213K
Puts
–
Net Calls
+$213K
Net Calls Change
+$213K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$7.53M
2
FEG
2
Financial Enhancement Group
Indiana
$4.99M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$5.81M
4
IAA
4
Independent Advisor Alliance
North Carolina
$2.97M
5
Truist Financial
5
Truist Financial
North Carolina
$11.3M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$70.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$135M
3
UBS Group
3
UBS Group
Switzerland
$50.7M
4
IAIM
4
International Assets Investment Management
Florida
$0
5
Wells Fargo
5
Wells Fargo
California
$69.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$4.08M -$559K -13,648 -12%
GCA
27
Genesee Capital Advisors
New York
$3.95M +$222K +5,423 +6%
SPIA
28
Steward Partners Investment Advisory
New York
$3.94M +$1.49M +36,429 +61%
MML Investors Services
29
MML Investors Services
Massachusetts
$3.8M -$22.9K -558 -0.6%
SL
30
Savior LLC
Massachusetts
$3.73M +$1.76K +43 +0%
CA
31
Cetera Advisors
Colorado
$2.98M +$494K +12,055 +20%
GVAG
32
Great Valley Advisor Group
Delaware
$2.98M +$146K +3,563 +5%
IAA
33
Independent Advisor Alliance
North Carolina
$2.97M +$2.97M +72,612 New
Baird Financial Group
34
Baird Financial Group
Wisconsin
$2.44M +$117K +2,860 +5%
WWM
35
Western Wealth Management
Colorado
$2.41M -$1.91M -46,675 -44%
KCFA
36
Key Client Fiduciary Advisors
New Jersey
$2.32M +$7.78K +190 +0.3%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$2.11M -$60.9K -1,488 -3%
FAM
38
Flaharty Asset Management
Florida
$2.06M -$166K -4,058 -7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
39
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.05M +$2.05M +50,000 New
PFS
40
Prospera Financial Services
Texas
$1.98M +$339K +8,273 +21%
LNC
41
Lincoln National Corp
Pennsylvania
$1.91M -$195K -4,754 -9%
Creative Planning
42
Creative Planning
Kansas
$1.9M -$108K -2,632 -5%
PFA
43
Plotkin Financial Advisors
Maryland
$1.88M -$52.8K -1,290 -3%
TRCT
44
Tower Research Capital (TRC)
New York
$1.87M +$631K +15,414 +51%
CWM
45
Concentrum Wealth Management
California
$1.87M +$8.6K +210 +0.5%
Citadel Advisors
46
Citadel Advisors
Florida
$1.81M +$1.81M +44,115 New
PFMU
47
Privium Fund Management (UK)
United Kingdom
$1.8M +$1.8M +43,650 New
GIA
48
Gladstone Institutional Advisory
Florida
$1.8M +$1.07M +26,217 +149%
CS
49
Credit Suisse
Switzerland
$1.79M – – –
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
$1.65M -$89.7K -2,189 -5%
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