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First Trust Financials AlphaDEX Fund

209 hedge funds and large institutions have $1.05B invested in First Trust Financials AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 88 increasing their positions, 40 reducing their positions, and 15 closing their positions.

Holders
209
Holders Change
+37
Holders Change %
+21.51%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
55
Increased
88
Reduced
40
Closed
15
Calls
$444K
Puts
Net Calls
+$444K
Net Calls Change
+$444K
Name Holding Trade Value Shares
Change
Shares
Change %
GVAG
51
Great Valley Advisor Group
Delaware
$2.51M -$73.7K -1,595 -3%
CWM
52
Cornerstone Wealth Management
Missouri
$2.46M +$7.61K +164 +0.3%
DWMG
53
DB Wealth Management Group
California
$2.3M +$178K +3,846 +8%
CWM
54
Concentrum Wealth Management
California
$2.28M +$2.28M +49,362 New
ODFS
55
O'Donnell Financial Services
California
$2.27M +$2.27M +49,992 New
PFA
56
Plotkin Financial Advisors
Maryland
$2.25M -$323K -6,969 -13%
Creative Planning
57
Creative Planning
Kansas
$2.24M -$44.1K -953 -2%
FAM
58
Flaharty Asset Management
Florida
$2.19M +$2.19M +47,400 New
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$2.13M -$66.3K -1,433 -3%
WWM
60
Western Wealth Management
Colorado
$2.13M +$2.13M +46,026 New
KPWS
61
Kestra Private Wealth Services
Texas
$2.07M +$1.82M +39,425 +737%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$2.03M +$162K +3,510 +9%
HGERS
63
Householder Group Estate & Retirement Specialist
Arizona
$2.01M +$2.01M +43,423 New
BA
64
Ballew Advisors
Mississippi
$1.86M -$6.01K -124 -0.3%
SWM
65
Spire Wealth Management
Virginia
$1.77M -$1.22M -26,316 -41%
5L
66
55I LLC
Massachusetts
$1.65M +$1.65M +35,643 New
WWM
67
Wagner Wealth Management
South Carolina
$1.64M +$17.6K +380 +1%
Koshinski Asset Management
68
Koshinski Asset Management
Illinois
$1.63M +$556K +12,017 +52%
IWM
69
IHT Wealth Management
Illinois
$1.58M +$1.31M +28,412 +492%
PSF
70
Pacific Sun Financial
California
$1.42M +$7.87K +170 +0.6%
OIA
71
OneDigital Investment Advisors
Kansas
$1.38M +$15.4K +333 +1%
SPIA
72
Steward Partners Investment Advisory
New York
$1.36M +$889K +19,208 +190%
VVP
73
Venture Visionary Partners
Ohio
$1.31M
PPWM
74
Paragon Private Wealth Management
Kentucky
$1.31M +$1.31M +28,299 New
SEP
75
Southland Equity Partners
Missouri
$1.31M +$25.1K +543 +2%