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First Trust Financials AlphaDEX Fund

188 hedge funds and large institutions have $521M invested in First Trust Financials AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 78 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+6
Holders Change %
+3.3%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
53
Reduced
78
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
51
Jacobi Capital Management
Pennsylvania
$1.28M -$31.7K -620 -2%
CAC
52
Certified Advisory Corp
Florida
$1.24M +$665 +13 +0.1%
SWM
53
Spire Wealth Management
Virginia
$1.16M
GS
54
GTS Securities
New York
$1.15M -$1.57M -30,758 -58%
MF
55
Montis Financial
Massachusetts
$1.14M +$1.14M +22,220 New
BEI
56
Benjamin Edwards Inc
Missouri
$1.11M +$965K +18,875 +676%
BA
57
Ballew Advisors
Mississippi
$1.11M -$17.8K -344 -2%
GSIAS
58
Garden State Investment Advisory Services
New Jersey
$1.11M +$1.11M +21,625 New
AI
59
Atria Investments
North Carolina
$1.06M +$571K +11,170 +116%
Creative Planning
60
Creative Planning
Kansas
$1.05M -$8.85K -173 -0.8%
SAM
61
SignalPoint Asset Management
Missouri
$1.03M -$48K -941 -4%
SF
62
Summit Financial
New Jersey
$1.02M +$574K +11,218 +128%
CAS
63
Coppell Advisory Solutions
Texas
$1M -$106K -2,084 -10%
Koshinski Asset Management
64
Koshinski Asset Management
Illinois
$982K -$10.8K -212 -1%
PAG
65
Private Advisor Group
New Jersey
$948K +$51.3K +1,003 +6%
PFS
66
Prospera Financial Services
Texas
$901K -$184K -3,603 -17%
1WM
67
1858 Wealth Management
Ohio
$891K +$83.3K +1,630 +10%
MOS
68
MGO One Seven
Ohio
$890K +$251K +4,905 +39%
GM
69
GeoWealth Management
Illinois
$869K +$869K +16,998 New
AAS
70
Ameritas Advisory Services
Nebraska
$828K +$511 +10 +0.1%
Comerica Bank
71
Comerica Bank
Texas
$797K -$79.8K -1,560 -9%
CCB
72
Cutter & Co Brokerage
Missouri
$796K -$4.6K -90 -0.6%
VBFG
73
Vishria Bird Financial Group
Tennessee
$742K
NS
74
NBC Securities
Alabama
$741K -$23.6K -462 -3%
SWP
75
Stratos Wealth Partners
Ohio
$726K -$2.26M -44,267 -76%