FXO icon

First Trust Financials AlphaDEX Fund

186 hedge funds and large institutions have $652M invested in First Trust Financials AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 77 reducing their positions, and 12 closing their positions.

Holders
186
Holders Change
+2
Holders Change %
+1.09%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
56
Reduced
77
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
51
Choice Wealth Advisors
Maine
$1.42M +$1.42M +38,548 New
BA
52
Ballew Advisors
Mississippi
$1.41M -$25.7K -678 -2%
BAM
53
Bellevue Asset Management
Washington
$1.31M -$1.66K -44 -0.1%
SAM
54
Secure Asset Management
Michigan
$1.31M +$821K +22,306 +169%
PSF
55
Pacific Sun Financial
California
$1.26M +$48.1K +1,306 +4%
WWM
56
Wagner Wealth Management
South Carolina
$1.26M -$92.7K -2,520 -7%
VAS
57
Vestmark Advisory Solutions
Massachusetts
$1.19M +$689K +18,724 +137%
PPWM
58
Paragon Private Wealth Management
Kentucky
$1.16M -$56.1K -1,403 -5%
TRCT
59
Tower Research Capital (TRC)
New York
$1.11M -$1.05M -28,527 -49%
KNW
60
Kesler Norman & Wride
Utah
$1.1M +$614K +16,686 +128%
SPWM
61
Schrum Private Wealth Management
Florida
$1.01M
BEI
62
Benjamin Edwards Inc
Missouri
$990K +$24K +652 +2%
PAG
63
Private Advisor Group
New Jersey
$978K -$5.41M -146,953 -85%
JCM
64
Jacobi Capital Management
Pennsylvania
$958K -$31.1K -845 -3%
National Bank of Canada
65
National Bank of Canada
Quebec, Canada
$932K
CAC
66
Certified Advisory Corp
Florida
$921K +$2.76K +75 +0.3%
WFA
67
WMG Financial Advisors
Tennessee
$879K -$51.6K -1,400 -6%
OBWG
68
Onyx Bridge Wealth Group
New York
$878K +$478K +12,716 +119%
SAM
69
SignalPoint Asset Management
Missouri
$794K -$221 -6 -0%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$775K +$161K +4,373 +26%
OIA
71
OneDigital Investment Advisors
Kansas
$763K +$5.12K +139 +0.7%
NA
72
NewEdge Advisors
Louisiana
$756K +$188K +5,117 +33%
AAS
73
Ameritas Advisory Services
Nebraska
$741K +$51.4K +1,396 +7%
CAN
74
Cetera Advisor Networks
California
$729K +$24.4K +662 +3%
JPMPWA
75
J.P. Morgan Private Wealth Advisors
California
$708K +$708K +19,229 New