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First Trust Financials AlphaDEX Fund

92 hedge funds and large institutions have $444M invested in First Trust Financials AlphaDEX Fund in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
2.46%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
14
Increased
30
Reduced
41
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BC
76
Bartlett & Co
Ohio
$28K
SFG
77
SevenBridge Financial Group
Pennsylvania
$23K +$23K +1,000 New
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$23K +$23K +1,013 New
Creative Planning
79
Creative Planning
Kansas
$22K +$11.3K +492 +105%
JFGIW
80
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K
AWM
81
Avior Wealth Management
Nebraska
$19K +$19K +804 New
ACM
82
Argentus Capital Management
Texas
$18K +$18K +779 New
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$16K -$1.03K -45 -6%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16K +$16K +709 New
BIG
85
Bellwether Investment Group
Tennessee
$13K +$13K +550 New
WEC
86
Winslow Evans & Crocker
Massachusetts
$7.28K +$23 +1 +0.3%
TIM
87
Tortoise Investment Management
New York
$7K
LWM
88
LBA Wealth Management
Florida
$5K
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$2K
BlackRock
90
BlackRock
New York
$2K +$2K +99 New
FHC
91
First Heartland Consultants
Missouri
$1.22K -$72 -3,129 -6%
VF
92
Virtu Financial
New York
-$5.53M -244,597 Closed
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
-$3.97M -175,353 Closed
AIG
94
American International Group
New York
-$3.79M -167,373 Closed
Baird Financial Group
95
Baird Financial Group
Wisconsin
-$800K -35,392 Closed
BO
96
Bank OZK
Arkansas
-$339K -15,000 Closed
TSS
97
Two Sigma Securities
New York
-$239K -10,558 Closed
WP
98
WealthSource Partners
California
-$203K -8,961 Closed
RCA
99
Rowland Carmichael Advisors
Arizona
-$58K -2,585 Closed
FAM
100
Formidable Asset Management
Ohio
-$44K -1,909 Closed