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First Trust Financials AlphaDEX Fund

207 hedge funds and large institutions have $653M invested in First Trust Financials AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 77 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-6
Holders Change %
-2.82%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
65
Reduced
77
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$4.09M +$379K +10,162 +10%
SA
27
SFI Advisors
New Jersey
$3.97M +$3.97M +106,419 New
PAG
28
Private Advisor Group
New Jersey
$3.64M +$2.58M +69,036 +243%
GCA
29
Genesee Capital Advisors
New York
$3.6M -$1.61K -43 -0%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$3.48M +$2.17M +58,255 +166%
SL
31
Savior LLC
Massachusetts
$3.48M +$73.7K +1,975 +2%
NA
32
Navellier & Associates
Nevada
$3.35M +$3.35M +89,849 New
MML Investors Services
33
MML Investors Services
Massachusetts
$3.2M -$266K -7,131 -8%
DADC
34
D.A. Davidson & Co
Montana
$3.16M -$6.63M -177,650 -68%
IAA
35
Independent Advisor Alliance
North Carolina
$2.99M +$283K +7,587 +10%
GIA
36
Gladstone Institutional Advisory
Florida
$2.84M +$1.2M +32,236 +73%
GVAG
37
Great Valley Advisor Group
Delaware
$2.83M +$116K +3,096 +4%
SAM
38
Secure Asset Management
Michigan
$2.49M +$1.13M +30,173 +83%
CA
39
Cetera Advisors
Colorado
$2.29M -$423K -11,336 -16%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$2.23M +$1.57M +42,028 +238%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$2.15M -$3.15M -84,295 -59%
Goldman Sachs
42
Goldman Sachs
New York
$1.97M -$4.9M -131,131 -71%
KCFA
43
Key Client Fiduciary Advisors
New Jersey
$1.96M -$161K -4,300 -8%
BRWA
44
B. Riley Wealth Advisors
Florida
$1.91M -$4.67M -125,002 -71%
LNC
45
Lincoln National Corp
Pennsylvania
$1.79M +$43.5K +1,165 +2%
FAM
46
Flaharty Asset Management
Florida
$1.76M -$116K -3,119 -6%
Creative Planning
47
Creative Planning
Kansas
$1.74M +$9.67K +259 +0.6%
CWM
48
Concentrum Wealth Management
California
$1.7M -$4.97K -133 -0.3%
WWM
49
Western Wealth Management
Colorado
$1.69M -$507K -13,590 -23%
FTUS
50
Flow Traders U.S.
New York
$1.64M +$1.34M +35,768 +441%