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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

149 hedge funds and large institutions have $497M invested in First Trust Financials AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 35 increasing their positions, 64 reducing their positions, and 25 closing their positions.

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
3.33%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
32
Increased
35
Reduced
64
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$15M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.59M
3
AA
3
Advisory Alpha
Michigan
$3.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.01M
5
TRCT
5
Tower Research Capital (TRC)
New York
$2.81M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$64.4M
2
NA
2
Navellier & Associates
Nevada
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$107M
4
Ameriprise
4
Ameriprise
Minnesota
$5.42M
5
UBS Group
5
UBS Group
Switzerland
$55M
Name Market Value Shares Shares
Change 		Shares
Change %
TSS
76
Two Sigma Securities
New York
$405K 14,991 +5,813 +63%
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$396K 14,669 -450 -3%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$388K 14,375 -103 -0.7%
SFS
79
Sowell Financial Services
Arkansas
$375K 13,890 +13,890 New
TA
80
TFG Advisers
Michigan
$363K 13,468 +13,468 New
WI
81
Wintrust Investments
Illinois
$356K 13,194 -100 -0.8%
DLHL
82
Donald L. Hagan LLC
Florida
$353K 13,070 +13,070 New
CA
83
Cetera Advisors
Colorado
$344K 12,730 -10,568 -45%
FWM
84
Foresight Wealth Management
Utah
$329K 12,198 +12,198 New
ONB
85
Old National Bancorp
Indiana
$327K 12,091 -211 -2%
Comerica Bank
86
Comerica Bank
Texas
$325K 10,961 – –
FAAS
87
First Allied Advisory Services
California
$317K 11,563 -26,164 -69%
WIA
88
World Investment Advisors
California
$306K 10,017 +10,017 New
BPWA
89
Beacon Pointe Wealth Advisors
California
$303K 11,226 +11,226 New
LA
90
LexAurum Advisors
Kansas
$297K 11,011 -197 -2%
FTS
91
Fifth Third Securities
Ohio
$272K 10,102 +339 +3%
FHC
92
First Heartland Consultants
Missouri
$267K 9,871 -6,703 -40%
FFC
93
First Financial Corp
Indiana
$261K 9,678 -87 -0.9%
LWAC
94
Laurel Wealth Advisors (California)
California
$258K 9,560 -675 -7%
MAFM
95
Mid Atlantic Financial Management
Pennsylvania
$258K 9,570 +9,570 New
Verition Fund Management
96
Verition Fund Management
Connecticut
$249K 9,223 +9,223 New
AP
97
Advisor Partners
California
$237K 8,783 -2,591 -23%
NNP
98
Nachman Norwood & Parrott
South Carolina
$221K 8,188 +8,188 New
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$216K 7,979 -110 -1%
SWM
100
SeaCrest Wealth Management
New York
$175K 6,482 -53 -0.8%
2 3
4
5 6