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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

174 hedge funds and large institutions have $1.46B invested in First Trust Financials AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 64 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+19
Holders Change %
+12.26%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
36
Increased
64
Reduced
54
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$14.2M
2
First Trust Advisors
First Trust Advisors
Illinois
+$10.8M
3
Wells Fargo
Wells Fargo
California
+$5.74M
4
VBFG
Vishria Bird Financial Group
Tennessee
+$4.95M
5
Morgan Stanley
Morgan Stanley
New York
+$4.51M

Top Sellers

1
Jane Street
Jane Street
New York
-$2.38M
2
DWA
Dorsey Wright & Associates
California
-$1.54M
3
SWA
Stratos Wealth Advisors
Ohio
-$1.4M
4
AW
ACG Wealth
Georgia
-$1.4M
5
UBS Group
UBS Group
Switzerland
-$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
76
Fifth Third Securities
Ohio
$693K -$185K -5,513 -21%
QCIG
77
Quad-Cities Investment Group
Iowa
$692K -$24.8K -736 -3%
WWM
78
Western Wealth Management
Colorado
$659K -$47.5K -1,418 -7%
CWM
79
Cornerstone Wealth Management
Missouri
$619K -$6.13K -183 -1%
KWM
80
Kingsview Wealth Management
Oregon
$606K +$305K +9,099 +101%
RICHC
81
Renaissance Investment Consultants Holding Company
Pennsylvania
$589K +$589K +17,645 New
SI
82
Stephens Inc
Arkansas
$577K +$100 +3 +0%
FFS
83
Founders Financial Securities
Maryland
$573K -$81.8K -2,442 -12%
HI
84
Horizon Investments
North Carolina
$573K -$81.8K -2,442 -12%
Citigroup
85
Citigroup
New York
$569K +$1.27K +38 +0.2%
FFN
86
Focus Financial Network
Minnesota
$553K +$28.3K +845 +5%
ATPW
87
Ashton Thomas Private Wealth
Arizona
$547K +$87.4K +2,608 +19%
CFGS
88
Concourse Financial Group Securities
Alabama
$517K +$383K +11,429 +287%
SFS
89
Sowell Financial Services
Arkansas
$505K -$17K -507 -3%
HR
90
Hayden Royal
North Carolina
$503K +$503K +14,655 New
SG
91
StoneX Group
New York
$476K +$79.9K +2,386 +20%
CAN
92
Claraphi Advisory Network
United States
$475K -$28K -834 -6%
RFM
93
Royal Fund Management
Florida
$447K +$442K +13,219 +9,054%
RFWA
94
RPg Family Wealth Advisory
Massachusetts
$444K -$46.8K -1,398 -10%
EP
95
Eudaimonia Partners
Tennessee
$433K +$433K +12,915 New
Cetera Investment Advisers
96
Cetera Investment Advisers
Illinois
$426K +$13.1K +391 +3%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$409K -$45.5K -1,360 -10%
EH
98
Equitable Holdings
New York
$389K +$389K +11,615 New
SFPG
99
Stonebridge Financial Planning Group
Florida
$386K +$386K +11,525 New
RIA
100
Realta Investment Advisors
Delaware
$383K +$45K +1,349 +13%
2 3
4
5 6