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First Trust Financials AlphaDEX Fund

174 hedge funds and large institutions have $489M invested in First Trust Financials AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 93 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-33
Holders Change %
-15.94%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
40
Reduced
93
Closed
41
Calls
$226K
Puts
$298K
Net Calls
-$72K
Net Calls Change
-$72K
Name Holding Trade Value Shares
Change
Shares
Change %
DWMG
51
DB Wealth Management Group
California
$1.21M -$33.8K -897 -3%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$1.19M -$1.06M -27,989 -47%
WWM
53
Wagner Wealth Management
South Carolina
$1.16M -$15.4K -409 -1%
DWP
54
Daymark Wealth Partners
Ohio
$1.07M -$27.4K -728 -2%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$1.07M -$3.45M -91,397 -76%
BEI
56
Benjamin Edwards Inc
Missouri
$1.06M +$73.4K +1,946 +7%
JCM
57
Jacobi Capital Management
Pennsylvania
$1.04M +$41.4K +1,099 +4%
KNW
58
Kesler Norman & Wride
Utah
$1.02M -$8.82K -234 -0.9%
HI
59
Harbour Investments
Wisconsin
$1M +$90K +2,388 +10%
SPWM
60
Schrum Private Wealth Management
Florida
$1M
GVAG
61
Great Valley Advisor Group
Delaware
$969K -$1.89M -50,067 -66%
Goldman Sachs
62
Goldman Sachs
New York
$905K -$1.08M -28,716 -54%
CAC
63
Certified Advisory Corp
Florida
$903K -$34.2K -908 -4%
Koshinski Asset Management
64
Koshinski Asset Management
Illinois
$850K -$582K -15,432 -41%
National Bank of Canada
65
National Bank of Canada
Quebec, Canada
$821K -$40.5K -1,075 -5%
MOS
66
MGO One Seven
Ohio
$806K -$290K -7,684 -26%
SAM
67
SignalPoint Asset Management
Missouri
$804K -$151 -4 -0%
SPC
68
Sigma Planning Corp
Michigan
$788K -$9.95K -264 -1%
FTUS
69
Flow Traders U.S.
New York
$777K -$876K -23,251 -53%
Citadel Advisors
70
Citadel Advisors
Florida
$772K +$772K +20,481 New
CW
71
CreativeOne Wealth
Kansas
$760K +$45K +1,195 +6%
CCB
72
Cutter & Co Brokerage
Missouri
$759K +$32K +848 +4%
PPWM
73
Paragon Private Wealth Management
Kentucky
$753K -$150K -3,977 -17%
OIA
74
OneDigital Investment Advisors
Kansas
$706K -$25.6K -679 -4%
BFEC
75
Benjamin F. Edwards & Company
Missouri
$675K -$153K -4,051 -18%