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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

79 hedge funds and large institutions have $448M invested in First Trust Financials AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 18 closing their positions.

Holders
79
Holders Change
-7
Holders Change %
-8.14%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
13
Increased
28
Reduced
29
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIM
1
Astor Investment Management
Illinois
$33.4M
2
UCFA
2
United Capital Financial Advisors
Texas
$7.96M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.6M
4
ACM
4
Aviance Capital Management
Florida
$6.97M
5
SG Americas Securities
5
SG Americas Securities
New York
$2.35M

Top Sellers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$0
2
PPA
2
Parametric Portfolio Associates
Washington
$0
3
BTS
3
BB&T Securities
Virginia
$27.1M
4
Wells Fargo
4
Wells Fargo
California
$55.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ICOA
51
Investment Centers of America
North Dakota
$258K 11,003 +11,003 New
SI
52
Stephens Inc
Arkansas
$256K 10,853 – –
Citigroup
53
Citigroup
New York
$255K 10,804 +5,132 +90%
TRCT
54
Tower Research Capital (TRC)
New York
$251K 10,632 -33,302 -76%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$250K 10,595 +9,445 +821%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$243K 10,280 +9,157 +815%
CAM
57
Concorde Asset Management
Michigan
$238K 10,096 -16,188 -62%
FFC
58
First Financial Corp
Indiana
$216K 9,154 +725 +9%
RFC
59
Regions Financial Corp
Alabama
$214K 9,055 – –
M&T Bank
60
M&T Bank
New York
$213K 9,008 -1,654 -16%
SFWA
61
Summit Financial Wealth Advisors
Louisiana
$114K 4,800 -3,400 -41%
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$101K 4,252 -106 -2%
MFS
63
MSI Financial Services
Massachusetts
$97K 4,095 +505 +14%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$90K 3,810 – –
TFA
65
Transamerica Financial Advisors
Florida
$87K 3,650 +3,650 New
AP
66
Advisors Preferred
Maryland
$86.7K 3,669 +3,669 New
US Bancorp
67
US Bancorp
Minnesota
$84K 3,563 +192 +6%
WP
68
WealthPLAN Partners
Nebraska
$84K 3,502 +3,502 New
NFG
69
Next Financial Group
Texas
$80K 3,397 -1,300 -28%
WA
70
WFG Advisors
Texas
$56K 2,366 -5,689 -71%
FAM
71
Formidable Asset Management
Ohio
$46K 1,909 – –
GI
72
Gradient Investments
Minnesota
$36K 1,519 – –
BC
73
Bartlett & Co
Ohio
$29K 1,210 – –
JFGIW
74
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K 660 +660 New
WEC
75
Winslow Evans & Crocker
Massachusetts
$7.44K 316 -6,318 -95%
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