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First Trust Financials AlphaDEX Fund

188 hedge funds and large institutions have $521M invested in First Trust Financials AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 78 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+6
Holders Change %
+3.3%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
53
Reduced
78
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$2.96M -$346K -6,767 -10%
MML Investors Services
27
MML Investors Services
Massachusetts
$2.93M +$27.7K +542 +1%
HighTower Advisors
28
HighTower Advisors
Illinois
$2.78M -$220K -4,306 -7%
SPWM
29
Schrum Private Wealth Management
Florida
$2.63M +$1.31M +25,718 +100%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$2.58M -$14.3K -280 -0.6%
CIA
31
Concurrent Investment Advisors
Florida
$2.45M +$104K +2,042 +4%
Jane Street
32
Jane Street
New York
$2.29M +$586K +11,469 +34%
BTWM
33
Brass Tax Wealth Management
Ohio
$2.29M -$62K -1,212 -3%
CWA
34
Choice Wealth Advisors
Maine
$2.15M -$3.99K -78 -0.2%
WWM
35
Western Wealth Management
Colorado
$2.09M +$26.1K +511 +1%
Two Sigma Investments
36
Two Sigma Investments
New York
$1.98M +$1.98M +38,700 New
CA
37
Crumly & Associates
Illinois
$1.85M -$93.5K -1,828 -5%
PFA
38
Plotkin Financial Advisors
Maryland
$1.78M -$33.8K -661 -2%
PSF
39
Pacific Sun Financial
California
$1.66M -$25.1K -490 -1%
OBWG
40
Onyx Bridge Wealth Group
New York
$1.51M +$1.51M +29,522 New
KWM
41
Kingsview Wealth Management
Oregon
$1.47M +$1.14M +22,336 +347%
CW
42
CreativeOne Wealth
Kansas
$1.44M +$28.8K +564 +2%
Citadel Advisors
43
Citadel Advisors
Florida
$1.42M +$902K +17,638 +173%
DWP
44
Daymark Wealth Partners
Ohio
$1.4M -$8.69K -170 -0.6%
SA
45
Sanctuary Advisors
Indiana
$1.39M +$782K +13,424 +128%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.39M -$840K -16,438 -38%
PAG
47
Private Advisory Group
Washington
$1.37M -$30.5K -597 -2%
WWM
48
Wagner Wealth Management
South Carolina
$1.37M +$1.23K +24 +0.1%
HI
49
Harbour Investments
Wisconsin
$1.32M -$36.9K -722 -3%
RIA
50
Regal Investment Advisors
Michigan
$1.31M -$365K -7,146 -22%