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First Trust Financials AlphaDEX Fund

186 hedge funds and large institutions have $652M invested in First Trust Financials AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 77 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+2
Holders Change %
+1.09%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
56
Reduced
77
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CI
76
CX Institutional
Indiana
$668K -$1M -27,183 -60%
SEP
77
Southland Equity Partners
Missouri
$665K -$104K -2,833 -14%
GIA
78
Gladstone Institutional Advisory
Florida
$650K -$864K -23,454 -57%
UCFA
79
United Capital Financial Advisors
Texas
$642K -$186K -5,050 -22%
CCB
80
Cutter & Co Brokerage
Missouri
$641K +$76.9K +2,088 +14%
AWA
81
Arkadios Wealth Advisors
Georgia
$617K +$11.3K +306 +2%
CFGS
82
Concourse Financial Group Securities
Alabama
$611K -$94.3K -2,561 -13%
WI
83
Wintrust Investments
Illinois
$599K +$26.4K +719 +5%
KPWS
84
Kestra Private Wealth Services
Texas
$596K -$139K -3,764 -19%
IWC
85
Integrated Wealth Concepts
Massachusetts
$575K +$351K +9,554 +157%
RFWA
86
RPg Family Wealth Advisory
Massachusetts
$572K +$572K +14,028 New
VBFG
87
Vishria Bird Financial Group
Tennessee
$565K -$1.14K -31 -0.2%
RA
88
RFG Advisory
Alabama
$554K +$12.2K +292 +2%
SWM
89
Spire Wealth Management
Virginia
$550K -$535K -14,537 -49%
IA
90
IFP Advisors
Florida
$503K
CCA
91
Clearwater Capital Advisors
Illinois
$494K -$20.1K -547 -4%
CW
92
CreativeOne Wealth
Kansas
$491K +$491K +13,352 New
CA
93
CoreCap Advisors
Michigan
$490K -$4.09K -111 -0.8%
GWM
94
Geneos Wealth Management
Colorado
$484K +$12.8K +347 +3%
KWM
95
Kingsview Wealth Management
Oregon
$481K
SI
96
Stephens Inc
Arkansas
$474K -$69.2K -1,881 -13%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$473K -$11.2K -305 -2%
FFN
98
Focus Financial Network
Minnesota
$449K -$4.42K -120 -1%
EH
99
Equitable Holdings
New York
$422K +$42.7K +1,160 +11%
William Blair & Company
100
William Blair & Company
Illinois
$413K +$41.3K +1,121 +11%