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First Trust Financials AlphaDEX Fund

207 hedge funds and large institutions have $653M invested in First Trust Financials AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 77 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-6
Holders Change %
-2.82%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
65
Reduced
77
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAC
76
Certified Advisory Corp
Florida
$928K +$2.24K +60 +0.2%
HI
77
Harbour Investments
Wisconsin
$904K +$128K +3,431 +17%
PPWM
78
Paragon Private Wealth Management
Kentucky
$894K -$235K -6,303 -21%
National Bank of Canada
79
National Bank of Canada
Quebec, Canada
$853K
WP
80
WealthSource Partners
California
$833K -$747 -20 -0.1%
BFEC
81
Benjamin F. Edwards & Company
Missouri
$820K -$1.1M -29,441 -57%
AWA
82
Arkadios Wealth Advisors
Georgia
$819K +$132K +3,547 +19%
AAS
83
Ameritas Advisory Services
Nebraska
$817K -$355K -9,462 -30%
TSS
84
Two Sigma Securities
New York
$803K +$580K +15,538 +261%
SAM
85
SignalPoint Asset Management
Missouri
$797K -$3.4K -91 -0.4%
VWA
86
Visionary Wealth Advisors
Illinois
$790K +$576K +15,436 +269%
SPC
87
Sigma Planning Corp
Michigan
$790K +$286K +7,651 +57%
Jane Street
88
Jane Street
New York
$724K -$103K -2,753 -12%
OIA
89
OneDigital Investment Advisors
Kansas
$724K -$51.8K -1,387 -7%
CCB
90
Cutter & Co Brokerage
Missouri
$720K +$26.9K +721 +4%
CW
91
CreativeOne Wealth
Kansas
$708K +$149K +3,984 +27%
IWC
92
Integrated Wealth Concepts
Massachusetts
$707K +$19.8K +530 +3%
HAG
93
HF Advisory Group
Maryland
$686K -$18.2K -488 -3%
EH
94
Equitable Holdings
New York
$685K -$35.1K -940 -5%
TRCT
95
Tower Research Capital (TRC)
New York
$682K -$1.02M -27,395 -60%
FEM
96
Fulcrum Equity Management
Texas
$638K +$638K +17,078 New
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$623K -$12.1K -324 -2%
MCM
98
MAI Capital Management
Ohio
$588K -$30.4K -815 -5%
HF
99
HRT Financial
New York
$552K +$552K +14,812 New
GWM
100
Geneos Wealth Management
Colorado
$552K -$485 -13 -0.1%