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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

198 hedge funds and large institutions have $998M invested in First Trust Financials AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 81 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
-11
Holders Change %
-5.26%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
19
Increased
81
Reduced
68
Closed
28
Calls
$459K
Puts
–
Net Calls
+$459K
Net Calls Change
+$15K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$63.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$73.3M
3
Wells Fargo
3
Wells Fargo
California
$112M
4
LPL Financial
4
LPL Financial
California
$99.2M
5
PAG
5
Private Advisor Group
New Jersey
$8.38M

Top Sellers

1
CCFM
1
Clear Creek Financial Management
Washington
$0
2
EE
2
EWG Elevate
California
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.39M
4
DADC
4
D.A. Davidson & Co
Montana
$3.7M
5
Bank of America
5
Bank of America
North Carolina
$46.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
51
MGO One Seven
Ohio
$2.28M -$488K -10,621 -18%
PFA
52
Plotkin Financial Advisors
Maryland
$2.26M +$33.2K +723 +1%
FEM
53
Fulcrum Equity Management
Texas
$2.19M -$2.69M -58,616 -55%
Creative Planning
54
Creative Planning
Kansas
$2.17M -$54K -1,177 -2%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$2.08M -$38.8K -846 -2%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$2.07M +$57.3K +1,249 +3%
MCM
57
MAI Capital Management
Ohio
$1.97M -$2.3M -50,016 -54%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$1.95M +$331K +7,201 +20%
CWA
59
Choice Wealth Advisors
Maine
$1.84M +$894K +20,001 +95%
SWM
60
Spire Wealth Management
Virginia
$1.73M -$20.3K -443 -1%
BA
61
Ballew Advisors
Mississippi
$1.71M +$2.68K +60 +0.2%
BAM
62
Bellevue Asset Management
Washington
$1.62M -$1.74M -37,500 -52%
PSF
63
Pacific Sun Financial
California
$1.45M +$46.1K +1,005 +3%
PPWM
64
Paragon Private Wealth Management
Kentucky
$1.36M +$134K +3,098 +11%
SEP
65
Southland Equity Partners
Missouri
$1.28M -$17.9K -390 -1%
SPIA
66
Steward Partners Investment Advisory
New York
$1.25M -$99.1K -2,158 -7%
JCM
67
Jacobi Capital Management
Pennsylvania
$1.22M +$1.79K +39 +0.1%
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
$1.16M -$45.9K -1,000 -4%
SPWM
69
Schrum Private Wealth Management
Florida
$1.16M – – –
CAC
70
Certified Advisory Corp
Florida
$1.14M +$3.49K +76 +0.3%
OWA
71
Outlook Wealth Advisors
Texas
$1.1M +$1.47K +32 +0.1%
UCFA
72
United Capital Financial Advisors
Texas
$1.09M – – –
WS
73
Wedbush Securities
California
$1.05M +$49.6K +1,080 +5%
PWA
74
PCG Wealth Advisors
Kansas
$1.05M -$195K -4,250 -16%
KPWS
75
Kestra Private Wealth Services
Texas
$1.04M -$1.01M -22,047 -49%
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