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First Trust Financials AlphaDEX Fund

207 hedge funds and large institutions have $653M invested in First Trust Financials AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 77 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-6
Holders Change %
-2.82%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
65
Reduced
77
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CS
51
Credit Suisse
Switzerland
$1.63M
PFMU
52
Privium Fund Management (UK)
United Kingdom
$1.61M
PFA
53
Plotkin Financial Advisors
Maryland
$1.58M -$131K -3,508 -8%
PFS
54
Prospera Financial Services
Texas
$1.48M -$320K -8,567 -18%
OC
55
Oppenheimer & Co
New York
$1.45M +$136K +3,636 +10%
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$1.42M -$85K -2,276 -6%
CWA
57
Choice Wealth Advisors
Maine
$1.4M
WFA
58
WMG Financial Advisors
Tennessee
$1.36M +$363K +9,712 +36%
CAN
59
Cetera Advisor Networks
California
$1.33M +$566K +15,158 +74%
SWM
60
Spire Wealth Management
Virginia
$1.31M +$767K +20,557 +142%
BA
61
Ballew Advisors
Mississippi
$1.3M -$35.6K -959 -3%
TA
62
TrueWealth Advisors
Alabama
$1.26M -$2.72M -72,798 -68%
TFGT
63
TS Financial Group (TSFG)
Illinois
$1.23M +$1.23M +33,049 New
DWMG
64
DB Wealth Management Group
California
$1.23M -$69.3K -1,856 -5%
WWM
65
Wagner Wealth Management
South Carolina
$1.16M -$39.8K -1,067 -3%
GSIAS
66
Garden State Investment Advisory Services
New Jersey
$1.1M +$175K +4,691 +19%
DWP
67
Daymark Wealth Partners
Ohio
$1.09M -$24.2K -648 -2%
MOS
68
MGO One Seven
Ohio
$1.08M +$306K +8,204 +39%
KNW
69
Kesler Norman & Wride
Utah
$1.02M -$44.3K -1,186 -4%
NP
70
Nilsine Partners
Colorado
$1M +$1M +26,868 New
SPWM
71
Schrum Private Wealth Management
Florida
$992K
JCM
72
Jacobi Capital Management
Pennsylvania
$989K +$4.74K +127 +0.5%
BEI
73
Benjamin Edwards Inc
Missouri
$978K -$274K -7,351 -22%
FFN
74
Focus Financial Network
Minnesota
$964K +$533K +14,286 +124%
WAP
75
Wealthcare Advisory Partners
Pennsylvania
$960K +$960K +25,729 New