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First Trust Financials AlphaDEX Fund

186 hedge funds and large institutions have $537M invested in First Trust Financials AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 40 increasing their positions, 89 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+11
Holders Change %
+6.29%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
40
Reduced
89
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWMG
51
DB Wealth Management Group
California
$1.12M -$200K -4,609 -15%
SPWM
52
Schrum Private Wealth Management
Florida
$1.11M -$37K -855 -3%
HI
53
Harbour Investments
Wisconsin
$1.11M -$20.6K -477 -2%
CAC
54
Certified Advisory Corp
Florida
$1.05M +$4.07K +94 +0.4%
CW
55
CreativeOne Wealth
Kansas
$1.04M +$801K +18,512 +331%
SWM
56
Spire Wealth Management
Virginia
$1.04M -$661K -15,210 -39%
Citadel Advisors
57
Citadel Advisors
Florida
$914K -$702K -16,215 -43%
SAM
58
SignalPoint Asset Management
Missouri
$914K +$43 +1 +0%
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$895K -$50.8K -1,170 -5%
SWP
60
Stratos Wealth Partners
Ohio
$849K +$345K +7,979 +69%
OIA
61
OneDigital Investment Advisors
Kansas
$824K +$52K +1,201 +7%
PAG
62
Private Advisor Group
New Jersey
$805K -$1.2M -27,615 -60%
CCB
63
Cutter & Co Brokerage
Missouri
$798K -$121K -2,791 -13%
Comerica Bank
64
Comerica Bank
Texas
$755K +$86.6K +2,000 +13%
BFEC
65
Benjamin F. Edwards & Company
Missouri
$751K -$29.5K -682 -4%
KPWS
66
Kestra Private Wealth Services
Texas
$690K -$33.3K -770 -5%
NS
67
NBC Securities
Alabama
$656K -$34.4K -795 -5%
HAG
68
HF Advisory Group
Maryland
$649K +$20.5K +473 +3%
MCM
69
Monument Capital Management
Virginia
$629K +$629K +14,541 New
VBFG
70
Vishria Bird Financial Group
Tennessee
$628K
1WM
71
1858 Wealth Management
Ohio
$623K +$623K +14,382 New
Baird Financial Group
72
Baird Financial Group
Wisconsin
$607K +$155K +3,585 +34%
MOS
73
MGO One Seven
Ohio
$567K +$26.9K +622 +5%
GVAG
74
Great Valley Advisor Group
Delaware
$553K -$541K -12,509 -49%
Goldman Sachs
75
Goldman Sachs
New York
$543K +$543K +12,534 New