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First Trust Financials AlphaDEX Fund

116 hedge funds and large institutions have $320M invested in First Trust Financials AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 55 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-11
Holders Change %
-8.66%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
24
Reduced
55
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
51
Clearwater Capital Advisors
Illinois
$550K -$833K -32,656 -60%
OC
52
Oppenheimer & Co
New York
$540K -$158K -6,184 -23%
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$540K -$23.4K -917 -4%
MC
54
Moors & Cabot
Massachusetts
$475K -$1.27K -50 -0.3%
FTUS
55
Flow Traders U.S.
New York
$472K +$472K +18,513 New
VBFG
56
Vishria Bird Financial Group
Tennessee
$469K -$31.3K -1,230 -6%
MOS
57
MGO One Seven
Ohio
$430K -$365K -14,306 -46%
AWA
58
Arkadios Wealth Advisors
Georgia
$425K -$264K -10,533 -38%
WP
59
WealthSource Partners
California
$422K +$59.2K +2,325 +16%
XS
60
XR Securities
Illinois
$386K +$386K +15,135 New
FHC
61
First Heartland Consultants
Missouri
$379K +$379K +14,851 New
FTS
62
Fifth Third Securities
Ohio
$363K -$31.2K -1,225 -8%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$321K +$39.4K +1,545 +14%
RFWA
64
RPg Family Wealth Advisory
Massachusetts
$317K -$30K -1,177 -9%
QCIG
65
Quad-Cities Investment Group
Iowa
$311K -$108K -4,236 -26%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$297K
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$283K -$77.2K -3,032 -21%
SFPG
68
Stonebridge Financial Planning Group
Florida
$250K -$36.9K -1,483 -13%
CBFP
69
Cedar Brook Financial Partners
Ohio
$244K -$27.9K -1,091 -10%
GWM
70
Geneos Wealth Management
Colorado
$244K -$21.2K -869 -8%
RJT
71
Raymond James Trust
Florida
$244K +$244K +9,569 New
William Blair & Company
72
William Blair & Company
Illinois
$238K +$215K +8,400 +915%
LA
73
LexAurum Advisors
Kansas
$232K -$40.3K -1,583 -15%
CFGS
74
Concourse Financial Group Securities
Alabama
$231K -$689 -27 -0.3%
WIA
75
World Investment Advisors
California
$228K +$228K +8,308 New