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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

142 hedge funds and large institutions have $654M invested in First Trust Financials AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 13 closing their positions.

Holders
142
Holders Change
+2
Holders Change %
+1.43%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
16
Increased
50
Reduced
54
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$27.6M
2
LPL Financial
2
LPL Financial
California
$39.1M
3
CWM
3
Cornerstone Wealth Management
Missouri
$2.46M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.07M
5
CS
5
Credit Suisse
Switzerland
$9.05M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$139M
2
Wells Fargo
2
Wells Fargo
California
$96.1M
3
UBS Group
3
UBS Group
Switzerland
$69.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.83M
5
Stifel Financial
5
Stifel Financial
Missouri
$1.25M
Name Market Value Shares Shares
Change 		Shares
Change %
RA
76
RFG Advisory
Alabama
$498K 15,911 +5,719 +56%
IFWM
77
Institute for Wealth Management
Colorado
$483K 15,422 +227 +1%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$481K 15,372 +3,952 +35%
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$471K 15,019 +145 +1%
ONB
80
Old National Bancorp
Indiana
$441K 14,085 – –
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$436K 13,950 -115 -0.8%
KWM
82
Kingsview Wealth Management
Oregon
$415K 13,259 +13,259 New
PAG
83
Private Advisor Group
New Jersey
$406K 12,915 -5,733 -31%
AP
84
Advisors Preferred
Maryland
$376K 12,007 +12,007 New
Prudential Financial
85
Prudential Financial
New Jersey
$370K 11,811 +11,811 New
AI
86
Atria Investments
North Carolina
$369K 11,786 -934 -7%
Comerica Bank
87
Comerica Bank
Texas
$352K 11,007 +4,150 +61%
LA
88
LexAurum Advisors
Kansas
$351K 11,204 +2 +0%
FHA
89
First Horizon Advisors
Tennessee
$347K 11,101 -1,714 -13%
DLHL
90
Donald L. Hagan LLC
Florida
$328K 10,461 +10,461 New
LWAC
91
Laurel Wealth Advisors (California)
California
$317K 10,121 -192 -2%
FFC
92
First Financial Corp
Indiana
$306K 9,765 -438 -4%
CS
93
Comerica Securities
Michigan
$302K 9,636 +378 +4%
AP
94
Advisor Partners
California
$292K 9,318 +255 +3%
FA
95
FDx Advisors
Illinois
$270K 8,633 -7,293 -46%
JWS
96
Juncture Wealth Strategies
Arizona
$268K 8,558 +8,558 New
Koshinski Asset Management
97
Koshinski Asset Management
Illinois
$260K 8,289 – –
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$250K 7,979 -770 -9%
MSAM
99
Moloney Securities Asset Management
Missouri
$249K 7,937 +340 +4%
Creative Planning
100
Creative Planning
Kansas
$247K 7,875 +7,875 New
2 3
4
5 6