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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

142 hedge funds and large institutions have $654M invested in First Trust Financials AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 13 closing their positions.

Holders
142
Holders Change
+2
Holders Change %
+1.43%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
16
Increased
50
Reduced
54
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$27.6M
2
LPL Financial
2
LPL Financial
California
$39.1M
3
CWM
3
Cornerstone Wealth Management
Missouri
$2.46M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.07M
5
CS
5
Credit Suisse
Switzerland
$9.05M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$139M
2
Wells Fargo
2
Wells Fargo
California
$96.1M
3
UBS Group
3
UBS Group
Switzerland
$69.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.83M
5
Stifel Financial
5
Stifel Financial
Missouri
$1.25M
Name Market Value Shares Shares
Change 		Shares
Change %
CAC
51
Certified Advisory Corp
Florida
$1.14M 36,215 -304 -0.8%
IA
52
IFP Advisors
Florida
$1.13M 35,984 -14,943 -29%
SWP
53
Stratos Wealth Partners
Ohio
$1.13M 35,898 +2,585 +8%
SPC
54
Sigma Planning Corp
Michigan
$1.06M 33,710 +2,719 +9%
HGWM
55
Harvest Group Wealth Management
Massachusetts
$969K 30,923 +717 +2%
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$927K 29,973 – –
BCM
57
Breiter Capital Management
Florida
$890K 28,397 -494 -2%
Citigroup
58
Citigroup
New York
$864K 27,570 +3,063 +12%
JCM
59
Jacobi Capital Management
Pennsylvania
$822K 26,232 +2,505 +11%
SAM
60
SignalPoint Asset Management
Missouri
$804K 25,657 +465 +2%
SWM
61
Sequoia Wealth Management
Illinois
$765K 24,295 -1,294 -5%
RCG
62
Ruggie Capital Group
Florida
$747K 23,854 +7,517 +46%
PSF
63
Pacific Sun Financial
California
$741K 22,905 +155 +0.7%
DBRC
64
D.B. Root & Company
Pennsylvania
$738K 23,565 -957 -4%
WWM
65
Wagner Wealth Management
South Carolina
$733K 23,402 +353 +2%
RIA
66
Regal Investment Advisors
Michigan
$708K 22,593 -2,045 -8%
FHC
67
First Heartland Consultants
Missouri
$649K 20,700 -959 -4%
AW
68
ACG Wealth
Georgia
$640K 20,428 -1,220 -6%
SI
69
Stephens Inc
Arkansas
$623K 19,896 +11,328 +132%
CA
70
Cetera Advisors
Colorado
$595K 18,911 -2,746 -13%
LI
71
LVZ Inc
Michigan
$569K 18,158 +2,287 +14%
WI
72
Wintrust Investments
Illinois
$546K 17,415 -29,106 -63%
RPG
73
Risk Paradigm Group
Texas
$529K 16,891 +2,376 +16%
TRCT
74
Tower Research Capital (TRC)
New York
$525K 16,757 -45,590 -73%
Renaissance Technologies
75
Renaissance Technologies
New York
$508K 16,200 +4,300 +36%
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