FXO icon

First Trust Financials AlphaDEX Fund

117 hedge funds and large institutions have $651M invested in First Trust Financials AlphaDEX Fund in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+13
Holders Change %
+12.5%
% of All Funds
2.92%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
24
Increased
37
Reduced
48
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GS
76
Girard Securities
California
$368K +$368K +13,286 New
FAAS
77
First Allied Advisory Services
California
$357K -$315K -11,471 -47%
SWP
78
Stratos Wealth Partners
Ohio
$341K +$65.8K +2,380 +24%
WP
79
WealthSource Partners
California
$331K +$331K +11,956 New
Koshinski Asset Management
80
Koshinski Asset Management
Illinois
$303K +$39.4K +1,424 +15%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$301K +$12.8K +464 +4%
CC
82
Cedar Capital
Illinois
$297K -$749 -27 -0.3%
CI
83
Cavalier Investments
Georgia
$293K +$293K +10,563 New
TH
84
Timber Hill
Connecticut
$264K -$90.8K -3,277 -26%
FFEC
85
First Financial Equity Corporation
Arizona
$252K +$252K +9,160 New
CS
86
Comerica Securities
Michigan
$238K +$238K +8,593 New
IUHSA
87
Itau Unibanco Holding S.A.
Brazil
$223K -$2.86M -103,379 -93%
LWAC
88
Laurel Wealth Advisors (California)
California
$216K +$216K +7,822 New
SPC
89
Sigma Planning Corp
Michigan
$208K -$7.55K -272 -4%
US Bancorp
90
US Bancorp
Minnesota
$178K -$6.89K -249 -4%
RCG
91
Ruggie Capital Group
Florida
$150K +$150K +5,403 New
HIIFS
92
Harel Insurance Investments & Financial Services
Israel
$85K -$33.1K -1,200 -28%
WP
93
WealthPLAN Partners
Nebraska
$84.9K +$84.9K +3,110 New
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$84K +$84K +3 New
RFWA
95
RPg Family Wealth Advisory
Massachusetts
$80.6K +$34.9K +1,261 +77%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$70K -$15.6K -564 -18%
Creative Planning
97
Creative Planning
Kansas
$68K -$53.9K -1,961 -44%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49K -$366K -13,161 -88%
NFG
99
Next Financial Group
Texas
$43K -$406K -14,745 -90%
FANJ
100
Financial Architects (New Jersey)
New Jersey
$42K