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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

182 hedge funds and large institutions have $483M invested in First Trust Financials AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 73 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
–
Holders Change %
0%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
55
Reduced
73
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$23.2M
2
SAM
Secure Asset Management
Michigan
$3.94M
3
SWP
Stratos Wealth Partners
Ohio
$2.71M
4
Osaic Holdings
Osaic Holdings
Arizona
$6.94M
5
Ameriprise
Ameriprise
Minnesota
$8.03M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$4.14M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$16M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.62M
4
RJA
Raymond James & Associates
Florida
$11.9M
5
LNC
Lincoln National Corp
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
51
Jacobi Capital Management
Pennsylvania
$1.18M -$23.8K -515 -2%
CAC
52
Certified Advisory Corp
Florida
$1.12M +$231 +5 +0%
BA
53
Ballew Advisors
Mississippi
$1.06M -$223K -4,574 -17%
SWM
54
Spire Wealth Management
Virginia
$1.05M – – –
BFEC
55
Benjamin F. Edwards & Company
Missouri
$1.03M +$310K +6,703 +43%
CAS
56
Coppell Advisory Solutions
Texas
$1.01M +$1.01M +21,736 New
PFS
57
Prospera Financial Services
Texas
$983K -$40.3K -870 -4%
SAM
58
SignalPoint Asset Management
Missouri
$976K -$1.25K -27 -0.1%
SPIA
59
Steward Partners Investment Advisory
New York
$974K -$78.5K -1,695 -7%
Creative Planning
60
Creative Planning
Kansas
$955K +$13.9K +301 +1%
Koshinski Asset Management
61
Koshinski Asset Management
Illinois
$897K -$13.6K -295 -1%
PAG
62
Private Advisor Group
New Jersey
$812K -$38K -821 -4%
Comerica Bank
63
Comerica Bank
Texas
$794K – – –
KF
64
KKM Financial
Illinois
$750K +$78.8K +1,703 +12%
AAS
65
Ameritas Advisory Services
Nebraska
$749K -$18.8K -406 -2%
1WM
66
1858 Wealth Management
Ohio
$731K +$65.4K +1,413 +10%
CCB
67
Cutter & Co Brokerage
Missouri
$725K -$52.3K -1,129 -7%
NS
68
NBC Securities
Alabama
$692K -$4.62K -100 -0.7%
HAG
69
HF Advisory Group
Maryland
$682K +$5.69K +123 +0.8%
TRCT
70
Tower Research Capital (TRC)
New York
$673K +$134K +2,887 +25%
VBFG
71
Vishria Bird Financial Group
Tennessee
$672K – – –
KPWS
72
Kestra Private Wealth Services
Texas
$601K -$79.1K -1,709 -12%
BRWA
73
B. Riley Wealth Advisors
Florida
$581K -$2.36K -51 -0.4%
MOS
74
MGO One Seven
Ohio
$579K -$13.6K -293 -2%
LS
75
Leelyn Smith
Illinois
$559K +$559K +12,086 New
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3
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