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First Trust Financials AlphaDEX Fund

175 hedge funds and large institutions have $434M invested in First Trust Financials AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 84 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
42
Reduced
84
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
51
Wagner Wealth Management
South Carolina
$1.13M -$26.3K -695 -2%
DWP
52
Daymark Wealth Partners
Ohio
$1.07M -$5.11K -135 -0.5%
JCM
53
Jacobi Capital Management
Pennsylvania
$1.04M -$5.56K -147 -0.5%
SPIA
54
Steward Partners Investment Advisory
New York
$1.02M -$1.42M -37,581 -58%
KNW
55
Kesler Norman & Wride
Utah
$1.01M -$8.55K -226 -0.8%
SPWM
56
Schrum Private Wealth Management
Florida
$1.01M
HI
57
Harbour Investments
Wisconsin
$990K -$17.2K -454 -2%
GVAG
58
Great Valley Advisor Group
Delaware
$957K -$16.5K -436 -2%
CAC
59
Certified Advisory Corp
Florida
$910K +$3.25K +86 +0.4%
FTUS
60
Flow Traders U.S.
New York
$887K +$107K +2,821 +14%
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$808K
Koshinski Asset Management
62
Koshinski Asset Management
Illinois
$804K -$48.7K -1,287 -6%
CCB
63
Cutter & Co Brokerage
Missouri
$803K +$41.8K +1,106 +5%
SAM
64
SignalPoint Asset Management
Missouri
$799K -$7.91K -209 -1%
SPC
65
Sigma Planning Corp
Michigan
$743K -$46.9K -1,240 -6%
BFEC
66
Benjamin F. Edwards & Company
Missouri
$682K +$5.1K +135 +0.8%
OIA
67
OneDigital Investment Advisors
Kansas
$674K -$33.6K -888 -5%
KPWS
68
Kestra Private Wealth Services
Texas
$632K -$38.9K -1,028 -6%
AAS
69
Ameritas Advisory Services
Nebraska
$617K +$104K +2,770 +20%
NS
70
NBC Securities
Alabama
$603K +$603K +15,953 New
Comerica Bank
71
Comerica Bank
Texas
$584K +$584K +15,429 New
HAG
72
HF Advisory Group
Maryland
$550K -$38.2K -1,008 -6%
VBFG
73
Vishria Bird Financial Group
Tennessee
$549K
PPWM
74
Paragon Private Wealth Management
Kentucky
$532K -$224K -5,911 -30%
BRWA
75
B. Riley Wealth Advisors
Florida
$477K -$1.14M -30,176 -71%