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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

117 hedge funds and large institutions have $651M invested in First Trust Financials AlphaDEX Fund in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+13
Holders Change %
+12.5%
% of All Funds
2.92%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
24
Increased
37
Reduced
48
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$12.2M
2
Ameriprise
Ameriprise
Minnesota
+$10.2M
3
RJA
Raymond James & Associates
Florida
+$7.58M
4
AG
Advisor Group
Arizona
+$7.09M
5
HighTower Advisors
HighTower Advisors
Illinois
+$4.67M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$11.9M
2
Wells Fargo
Wells Fargo
California
-$5.77M
3
SAM
SignalPoint Asset Management
Missouri
-$3.15M
4
IUHSA
Itau Unibanco Holding S.A.
Brazil
-$2.86M
5
PFA
Pinnacle Family Advisors
Missouri
-$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
51
First Horizon Advisors
Tennessee
$957K +$957K +34,482 New
Citadel Advisors
52
Citadel Advisors
Florida
$951K +$255K +9,213 +37%
SI
53
Stephens Inc
Arkansas
$949K -$38.2K -1,380 -4%
PFA
54
Pinnacle Family Advisors
Missouri
$857K -$2.04M -73,730 -70%
IAA
55
Independent Advisor Alliance
North Carolina
$754K +$754K +27,614 New
TRCT
56
Tower Research Capital (TRC)
New York
$726K +$726K +26,212 New
SI
57
SII Investments
Wisconsin
$712K +$50.9K +1,846 +8%
TSS
58
Two Sigma Securities
New York
$690K +$690K +24,921 New
RIA
59
Regal Investment Advisors
Michigan
$578K +$293K +10,565 +103%
CA
60
Cetera Advisors
Colorado
$555K +$68.4K +2,464 +14%
AI
61
Atria Investments
North Carolina
$507K +$171K +6,168 +51%
WA
62
WFG Advisors
Texas
$496K -$93.5K -3,371 -16%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$466K -$95.9K -3,461 -17%
WI
64
WBI Investments
New Jersey
$460K +$460K +16,589 New
AIA
65
Allegis Investment Advisors
Idaho
$454K -$1.69M -61,211 -79%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$443K -$34.3K -1,239 -7%
RPG
67
Risk Paradigm Group
Texas
$434K -$280K -10,121 -39%
IWM
68
IHT Wealth Management
Illinois
$406K +$228K +15,288 +128%
FA
69
FDx Advisors
Illinois
$398K -$134K -4,849 -25%
FFC
70
First Financial Corp
Indiana
$398K -$30.4K -1,097 -7%
VKH
71
Virtu KCG Holdings
New York
$386K +$386K +13,936 New
ICOA
72
Investment Centers of America
North Dakota
$382K -$70.7K -2,563 -16%
PPA
73
Parametric Portfolio Associates
Washington
$380K -$6.4K -231 -2%
Citigroup
74
Citigroup
New York
$376K +$94.2K +3,400 +33%
KA
75
Kovack Advisors
Florida
$370K -$24.9K -897 -6%
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