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First Trust Financials AlphaDEX Fund

182 hedge funds and large institutions have $507M invested in First Trust Financials AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 83 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-4
Holders Change %
-2.15%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
49
Reduced
83
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HI
51
Harbour Investments
Wisconsin
$1.22M -$4.37K -92 -0.4%
CW
52
CreativeOne Wealth
Kansas
$1.21M +$60.6K +1,276 +5%
BA
53
Ballew Advisors
Mississippi
$1.2M -$112K -2,455 -9%
Citadel Advisors
54
Citadel Advisors
Florida
$1.17M +$171K +3,595 +17%
CAC
55
Certified Advisory Corp
Florida
$1.15M +$2.09K +44 +0.2%
SPIA
56
Steward Partners Investment Advisory
New York
$1.08M -$168K -3,538 -13%
SWM
57
Spire Wealth Management
Virginia
$1.08M -$61.5K -1,295 -5%
PFS
58
Prospera Financial Services
Texas
$1.05M -$242K -5,102 -19%
SAM
59
SignalPoint Asset Management
Missouri
$1M -$1.14K -24 -0.1%
Creative Planning
60
Creative Planning
Kansas
$966K -$983K -20,688 -50%
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$938K -$33.5K -710 -3%
Koshinski Asset Management
62
Koshinski Asset Management
Illinois
$936K -$621K -13,070 -40%
PAG
63
Private Advisor Group
New Jersey
$873K -$11.5K -243 -1%
Comerica Bank
64
Comerica Bank
Texas
$815K -$13.3K -280 -2%
CCB
65
Cutter & Co Brokerage
Missouri
$798K -$78.1K -1,644 -9%
AAS
66
Ameritas Advisory Services
Nebraska
$765K +$253K +5,484 +49%
BFEC
67
Benjamin F. Edwards & Company
Missouri
$741K -$83.4K -1,755 -10%
NS
68
NBC Securities
Alabama
$715K -$4.32K -91 -0.6%
KPWS
69
Kestra Private Wealth Services
Texas
$698K -$58.9K -1,239 -8%
HAG
70
HF Advisory Group
Maryland
$694K -$17.8K -375 -3%
VBFG
71
Vishria Bird Financial Group
Tennessee
$690K
KF
72
KKM Financial
Illinois
$689K +$689K +14,497 New
SWP
73
Stratos Wealth Partners
Ohio
$632K -$299K -6,301 -32%
1WM
74
1858 Wealth Management
Ohio
$623K
MOS
75
MGO One Seven
Ohio
$608K -$14.5K -306 -2%