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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

174 hedge funds and large institutions have $489M invested in First Trust Financials AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 93 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-33
Holders Change %
-15.94%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
40
Reduced
93
Closed
41
Calls
$226K
Puts
$298K
Net Calls
-$72K
Net Calls Change
-$72K

Top Buyers

1
CAS
1
Coppell Advisory Solutions
Texas
$4.51M
2
Wells Fargo
2
Wells Fargo
California
$65.6M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$1.9M
4
TRCT
4
Tower Research Capital (TRC)
New York
$2.16M
5
KAS
5
Kestra Advisory Services
Texas
$6.11M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$87.3M
2
UBS Group
2
UBS Group
Switzerland
$17.3M
3
PS
3
Portfolio Strategies
New York
$0
4
Millennium Management
4
Millennium Management
New York
$1.22M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.84M -$1.61M -42,707 -36%
SPIA
27
Steward Partners Investment Advisory
New York
$2.43M -$1.83M -48,562 -43%
SAM
28
Secure Asset Management
Michigan
$2.24M -$278K -7,385 -11%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$2.17M -$1.35M -35,828 -38%
TRCT
30
Tower Research Capital (TRC)
New York
$2.16M +$1.47M +39,096 +214%
CA
31
Cetera Advisors
Colorado
$2.11M -$208K -5,515 -9%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$2.05M -$120K -3,170 -6%
CAN
33
Cetera Advisor Networks
California
$2.03M +$691K +18,342 +52%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$1.9M +$1.9M +50,328 New
LNC
35
Lincoln National Corp
Pennsylvania
$1.85M +$48.4K +1,284 +3%
KCFA
36
Key Client Fiduciary Advisors
New Jersey
$1.84M -$139K -3,692 -7%
PAG
37
Private Advisor Group
New Jersey
$1.81M -$1.86M -49,305 -51%
Creative Planning
38
Creative Planning
Kansas
$1.71M -$52K -1,378 -3%
CS
39
Credit Suisse
Switzerland
$1.65M – – –
PFMU
40
Privium Fund Management (UK)
United Kingdom
$1.64M – – –
WWM
41
Western Wealth Management
Colorado
$1.63M -$74K -1,962 -4%
BRWA
42
B. Riley Wealth Advisors
Florida
$1.61M -$321K -8,509 -17%
CWA
43
Choice Wealth Advisors
Maine
$1.48M +$57.9K +1,536 +4%
PFA
44
Plotkin Financial Advisors
Maryland
$1.44M -$152K -4,019 -9%
SWM
45
Spire Wealth Management
Virginia
$1.44M +$123K +3,258 +9%
PFS
46
Prospera Financial Services
Texas
$1.35M -$142K -3,765 -9%
BA
47
Ballew Advisors
Mississippi
$1.34M -$14.2K -368 -1%
PSF
48
Pacific Sun Financial
California
$1.3M +$1.3M +34,703 New
Jane Street
49
Jane Street
New York
$1.22M +$490K +12,992 +67%
Millennium Management
50
Millennium Management
New York
$1.22M -$12M -319,300 -91%
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