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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

213 hedge funds and large institutions have $694M invested in First Trust Financials AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 10 closing their positions.

Holders
213
Holders Change
+27
Holders Change %
+14.52%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
39
Increased
65
Reduced
76
Closed
10
Calls
$213K
Puts
–
Net Calls
+$213K
Net Calls Change
+$213K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$7.53M
2
FEG
2
Financial Enhancement Group
Indiana
$4.99M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$5.81M
4
IAA
4
Independent Advisor Alliance
North Carolina
$2.97M
5
Truist Financial
5
Truist Financial
North Carolina
$11.3M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$70.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$135M
3
UBS Group
3
UBS Group
Switzerland
$50.7M
4
IAIM
4
International Assets Investment Management
Florida
$0
5
Wells Fargo
5
Wells Fargo
California
$69.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BIP
51
Blueprint Investment Partners
North Carolina
$1.58M 38,626 +28,226 +271%
BA
52
Ballew Advisors
Mississippi
$1.56M 35,934 -1,117 -3%
CWA
53
Choice Wealth Advisors
Maine
$1.54M 37,619 -929 -2%
SAM
54
Secure Asset Management
Michigan
$1.5M 36,573 +1,081 +3%
CI
55
CX Institutional
Indiana
$1.47M 35,821 +17,684 +98%
OC
56
Oppenheimer & Co
New York
$1.44M 35,193 -8,348 -19%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$1.43M 35,015 -43,149 -55%
DWMG
58
DB Wealth Management Group
California
$1.43M 34,853 -9,460 -21%
PSF
59
Pacific Sun Financial
California
$1.41M 34,369 +21 +0.1%
BEI
60
Benjamin Edwards Inc
Missouri
$1.37M 33,550 +6,644 +25%
WWM
61
Wagner Wealth Management
South Carolina
$1.32M 32,132 -2,103 -6%
AAS
62
Ameritas Advisory Services
Nebraska
$1.28M 31,259 +11,130 +55%
PPWM
63
Paragon Private Wealth Management
Kentucky
$1.24M 30,260 +1,266 +4%
DWP
64
Daymark Wealth Partners
Ohio
$1.22M 29,836 +29,836 New
FAIM
65
Financial Advocates Investment Management
Washington
$1.21M 29,657 +23,776 +404%
KNW
66
Kesler Norman & Wride
Utah
$1.17M 28,460 -1,275 -4%
WFA
67
WMG Financial Advisors
Tennessee
$1.1M 26,804 +2,954 +12%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$1.09M 26,714 +26,714 New
SPWM
69
Schrum Private Wealth Management
Florida
$1.09M 26,573 -792 -3%
JCM
70
Jacobi Capital Management
Pennsylvania
$1.08M 26,365 +330 +1%
CAC
71
Certified Advisory Corp
Florida
$1.02M 24,812 -219 -0.9%
GSIAS
72
Garden State Investment Advisory Services
New Jersey
$1.01M 24,682 +24,682 New
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$935K 22,855 -2,445 -10%
WP
74
WealthSource Partners
California
$915K 22,345 +16,570 +287%
Jane Street
75
Jane Street
New York
$908K 22,156 +16,026 +261%
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