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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

174 hedge funds and large institutions have $489M invested in First Trust Financials AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 93 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-33
Holders Change %
-15.94%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
40
Reduced
93
Closed
41
Calls
$226K
Puts
$298K
Net Calls
-$72K
Net Calls Change
-$72K

Top Buyers

1
CAS
1
Coppell Advisory Solutions
Texas
$4.51M
2
Wells Fargo
2
Wells Fargo
California
$65.6M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$1.9M
4
TRCT
4
Tower Research Capital (TRC)
New York
$2.16M
5
KAS
5
Kestra Advisory Services
Texas
$6.11M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$87.3M
2
UBS Group
2
UBS Group
Switzerland
$17.3M
3
PS
3
Portfolio Strategies
New York
$0
4
Millennium Management
4
Millennium Management
New York
$1.22M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
76
Kestra Private Wealth Services
Texas
$668K +$120K +3,174 +22%
WP
77
WealthSource Partners
California
$640K -$202K -5,350 -24%
SWP
78
Stratos Wealth Partners
Ohio
$611K +$291K +7,713 +91%
HAG
79
HF Advisory Group
Maryland
$585K -$108K -2,862 -16%
EH
80
Equitable Holdings
New York
$573K -$119K -3,144 -17%
VBFG
81
Vishria Bird Financial Group
Tennessee
$547K – – –
AAS
82
Ameritas Advisory Services
Nebraska
$517K -$308K -8,138 -37%
TA
83
TrueWealth Advisors
Alabama
$473K -$796K -21,127 -63%
IWC
84
Integrated Wealth Concepts
Massachusetts
$471K -$243K -6,455 -34%
CCA
85
Clearwater Capital Advisors
Illinois
$450K -$18.1K -479 -4%
OC
86
Oppenheimer & Co
New York
$448K -$1.02M -26,946 -69%
SEP
87
Southland Equity Partners
Missouri
$434K -$40.1K -1,063 -8%
MCM
88
MAI Capital Management
Ohio
$426K -$167K -4,443 -28%
William Blair & Company
89
William Blair & Company
Illinois
$411K -$5.47K -145 -1%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$402K -$23K -609 -5%
CA
91
CoreCap Advisors
Michigan
$384K +$384K +10,186 New
CBFP
92
Cedar Brook Financial Partners
Ohio
$381K +$1.89K +50 +0.5%
HB
93
Horizon Bancorp
Indiana
$379K +$45.1K +1,195 +14%
ATC
94
Argent Trust Co
Tennessee
$377K – – –
LFAS
95
Level Four Advisory Services
Texas
$372K +$6.33K +168 +2%
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$371K +$371K +9,840 New
KWM
97
Kingsview Wealth Management
Oregon
$370K – – –
SWM
98
SeaCrest Wealth Management
New York
$368K -$2.04K -54 -0.6%
SI
99
Stephens Inc
Arkansas
$366K +$565 +15 +0.2%
FFL
100
Financial Freedom LLC
Ohio
$355K +$1.77K +47 +0.5%
2 3
4
5 6