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First Trust Financials AlphaDEX Fund

182 hedge funds and large institutions have $507M invested in First Trust Financials AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 83 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-4
Holders Change %
-2.15%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
49
Reduced
83
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$3.08M +$47K +988 +2%
LNC
27
Lincoln National Corp
Pennsylvania
$3.01M +$634K +13,349 +27%
CAN
28
Cetera Advisor Networks
California
$2.92M -$2.51M -52,890 -46%
MML Investors Services
29
MML Investors Services
Massachusetts
$2.77M -$3.21M -67,572 -54%
CA
30
Cetera Advisors
Colorado
$2.62M +$58K +1,220 +2%
HighTower Advisors
31
HighTower Advisors
Illinois
$2.54M -$953K -20,054 -27%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$2.41M -$172K -3,610 -7%
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$2.38M -$428 -9 -0%
BTWM
34
Brass Tax Wealth Management
Ohio
$2.2M +$2.2M +46,335 New
CASC
35
Coppell Advisory Solutions Corp
Texas
$2.15M +$2.15M +45,198 New
CIA
36
Concurrent Investment Advisors
Florida
$2.1M -$1.7M -35,861 -45%
CA
37
Crumly & Associates
Illinois
$2.08M -$1.93M -40,715 -48%
CWA
38
Choice Wealth Advisors
Maine
$2.02M +$225K +4,732 +13%
WWM
39
Western Wealth Management
Colorado
$1.91M -$115K -2,415 -6%
SAM
40
Secure Asset Management
Michigan
$1.87M -$385K -8,097 -17%
IAIM
41
International Assets Investment Management
Florida
$1.87M -$226K -4,807 -11%
PFA
42
Plotkin Financial Advisors
Maryland
$1.75M -$22.2K -468 -1%
RIA
43
Regal Investment Advisors
Michigan
$1.63M -$244K -5,140 -13%
PSF
44
Pacific Sun Financial
California
$1.58M -$24.8K -521 -2%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.53M -$23.4K -492 -2%
DWP
46
Daymark Wealth Partners
Ohio
$1.31M -$55.6K -1,169 -4%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$1.28M +$612K +12,881 +92%
WWM
48
Wagner Wealth Management
South Carolina
$1.26M -$30.4K -639 -2%
JCM
49
Jacobi Capital Management
Pennsylvania
$1.24M -$13.7K -288 -1%
SPWM
50
Schrum Private Wealth Management
Florida
$1.22M