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First Trust Financials AlphaDEX Fund

186 hedge funds and large institutions have $537M invested in First Trust Financials AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 40 increasing their positions, 89 reducing their positions, and 16 closing their positions.

Holders
186
Holders Change
+11
Holders Change %
+6.29%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
40
Reduced
89
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$3.18M -$550K -12,736 -15%
TRCT
27
Tower Research Capital (TRC)
New York
$2.9M -$1.27M -29,355 -30%
KAS
28
Kestra Advisory Services
Texas
$2.77M -$4.17M -96,250 -60%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$2.36M -$54.1K -1,249 -2%
CA
30
Cetera Advisors
Colorado
$2.33M +$15.9K +367 +0.7%
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$2.17M -$2.29K -53 -0.1%
LNC
32
Lincoln National Corp
Pennsylvania
$2.16M +$17.5K +404 +0.8%
SAM
33
Secure Asset Management
Michigan
$2.06M -$460K -10,619 -18%
IAIM
34
International Assets Investment Management
Florida
$1.93M +$1.93M +44,570 New
WWM
35
Western Wealth Management
Colorado
$1.85M -$78.8K -1,821 -4%
Creative Planning
36
Creative Planning
Kansas
$1.78M -$160K -3,692 -8%
RIA
37
Regal Investment Advisors
Michigan
$1.71M -$4.79M -110,681 -74%
CWA
38
Choice Wealth Advisors
Maine
$1.63M -$25.4K -587 -2%
PFA
39
Plotkin Financial Advisors
Maryland
$1.61M -$34.3K -792 -2%
PSF
40
Pacific Sun Financial
California
$1.46M -$36.8K -850 -2%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$1.42M +$499K +11,528 +54%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.41M -$3.84M -88,755 -73%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$1.39M -$305K -7,050 -18%
DWP
44
Daymark Wealth Partners
Ohio
$1.25M +$20.3K +470 +2%
BA
45
Ballew Advisors
Mississippi
$1.23M -$228K -5,361 -16%
PFS
46
Prospera Financial Services
Texas
$1.18M -$181K -4,191 -13%
WWM
47
Wagner Wealth Management
South Carolina
$1.18M -$120K -2,782 -9%
KNW
48
Kesler Norman & Wride
Utah
$1.16M -$5.33K -123 -0.5%
JCM
49
Jacobi Capital Management
Pennsylvania
$1.14M -$46.3K -1,069 -4%
SPIA
50
Steward Partners Investment Advisory
New York
$1.14M -$27.3K -631 -2%