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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

182 hedge funds and large institutions have $483M invested in First Trust Financials AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 73 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
–
Holders Change %
0%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
55
Reduced
73
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$23.2M
2
SAM
2
Secure Asset Management
Michigan
$3.94M
3
SWP
3
Stratos Wealth Partners
Ohio
$2.71M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.94M
5
Ameriprise
5
Ameriprise
Minnesota
$8.03M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$4.14M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$16M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.62M
4
RJA
4
Raymond James & Associates
Florida
$11.9M
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$3M -$7.41K -160 -0.2%
HighTower Advisors
27
HighTower Advisors
Illinois
$2.71M +$231K +5,004 +9%
SWP
28
Stratos Wealth Partners
Ohio
$2.71M +$2.09M +45,157 +340%
MML Investors Services
29
MML Investors Services
Massachusetts
$2.63M -$73.3K -1,583 -3%
GS
30
GTS Securities
New York
$2.47M -$1.25M -27,080 -34%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$2.35M -$4.68K -101 -0.2%
BTWM
32
Brass Tax Wealth Management
Ohio
$2.13M -$13.3K -288 -0.6%
CIA
33
Concurrent Investment Advisors
Florida
$2.12M +$74.6K +1,612 +4%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$2.07M +$826K +17,845 +66%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$2.02M +$526K +11,369 +35%
CWA
36
Choice Wealth Advisors
Maine
$1.95M -$16.8K -363 -0.9%
WWM
37
Western Wealth Management
Colorado
$1.87M +$5.97K +129 +0.3%
IAIM
38
International Assets Investment Management
Florida
$1.81M -$29K -626 -2%
CA
39
Crumly & Associates
Illinois
$1.76M -$270K -5,837 -13%
FTUS
40
Flow Traders U.S.
New York
$1.65M +$1.42M +30,754 +634%
PFA
41
Plotkin Financial Advisors
Maryland
$1.64M -$62.6K -1,353 -4%
Jane Street
42
Jane Street
New York
$1.55M +$1.55M +33,390 New
PSF
43
Pacific Sun Financial
California
$1.53M -$7.41K -160 -0.5%
RIA
44
Regal Investment Advisors
Michigan
$1.52M -$74.8K -1,616 -5%
CW
45
CreativeOne Wealth
Kansas
$1.28M +$102K +2,201 +9%
DWP
46
Daymark Wealth Partners
Ohio
$1.27M -$6.11K -132 -0.5%
PAG
47
Private Advisory Group
Washington
$1.27M +$1.27M +27,440 New
WWM
48
Wagner Wealth Management
South Carolina
$1.24M +$8.7K +188 +0.7%
HI
49
Harbour Investments
Wisconsin
$1.23M +$46.5K +1,005 +4%
SPWM
50
Schrum Private Wealth Management
Florida
$1.19M – – –
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