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First Trust Financials AlphaDEX Fund

109 hedge funds and large institutions have $249M invested in First Trust Financials AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
-7
Holders Change %
-6.03%
% of All Funds
2.21%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
25
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NNP
76
Nachman Norwood & Parrott
South Carolina
$79K +$79K +3,132 New
AP
77
Atwood & Palmer
Missouri
$78K -$1.49M -58,860 -95%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$63K
SPIA
79
Steward Partners Investment Advisory
New York
$62K
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$45K
ASN
81
Advisory Services Network
Georgia
$39K +$39K +1,534 New
BC
82
Bartlett & Co
Ohio
$31K
BCWM
83
Bartlett & Co Wealth Management
Ohio
$30.7K
CIAS
84
Capital Investment Advisory Services
North Carolina
$30K +$381 +15 +1%
GRP
85
Global Retirement Partners
California
$27K
MA
86
MUFG Americas
New York
$25K
LWM
87
Liberty Wealth Management
California
$23K +$232 +9 +1%
HR
88
Howe & Rusling
New York
$19K -$6.28K -254 -25%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$19K
KCM
90
Kathmere Capital Management
Pennsylvania
$19K +$19K +754 New
US Bancorp
91
US Bancorp
Minnesota
$18K
SNT
92
Security National Trust
West Virginia
$17K
SFS
93
Sowell Financial Services
Arkansas
$16K
HPC
94
HM Payson & Co
Maine
$16K +$6.97K +266 +77%
HCP
95
Hexagon Capital Partners
Arkansas
$14K +$14K +504 New
CA
96
Clearstead Advisors
Ohio
$14K +$14K +570 New
AF
97
Allworth Financial
California
$11K
MA
98
MCF Advisors
Kentucky
$10K +$10K +400 New
AA
99
AlphaMark Advisors
Kentucky
$9K
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$8K -$27 -1 -0.3%