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First Trust Financials AlphaDEX Fund

186 hedge funds and large institutions have $537M invested in First Trust Financials AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 40 increasing their positions, 89 reducing their positions, and 16 closing their positions.

Holders
186
Holders Change
+11
Holders Change %
+6.29%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
40
Reduced
89
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FTUS
76
Flow Traders U.S.
New York
$513K -$501K -11,584 -49%
GWSG
77
GPS Wealth Strategies Group
Colorado
$502K -$11.4K -263 -2%
AAS
78
Ameritas Advisory Services
Nebraska
$487K -$233K -5,321 -32%
SEP
79
Southland Equity Partners
Missouri
$487K -$11.3K -261 -2%
William Blair & Company
80
William Blair & Company
Illinois
$472K
RFWA
81
RPg Family Wealth Advisory
Massachusetts
$461K +$21.4K +495 +5%
OC
82
Oppenheimer & Co
New York
$448K -$71.7K -1,657 -14%
ATC
83
Argent Trust Co
Tennessee
$433K
JWCA
84
J.W. Cole Advisors
Florida
$431K +$21.2K +490 +5%
BRWA
85
B. Riley Wealth Advisors
Florida
$429K -$117K -2,697 -21%
MCM
86
MAI Capital Management
Ohio
$428K -$3.77K -87 -0.9%
EH
87
Equitable Holdings
New York
$422K -$75.8K -1,750 -15%
WIA
88
World Investment Advisors
California
$417K +$9.05K +209 +2%
SI
89
Stephens Inc
Arkansas
$414K +$303 +7 +0.1%
FFL
90
Financial Freedom LLC
Ohio
$413K +$2.04K +47 +0.5%
Renaissance Technologies
91
Renaissance Technologies
New York
$411K +$411K +9,500 New
IWC
92
Integrated Wealth Concepts
Massachusetts
$385K -$160K -3,700 -29%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$384K -$40.8K -942 -10%
CA
94
CoreCap Advisors
Michigan
$377K -$7.62K -176 -2%
CCA
95
Clearwater Capital Advisors
Illinois
$358K -$108K -2,491 -23%
TA
96
TrueWealth Advisors
Alabama
$358K -$128K -2,948 -26%
CBFP
97
Cedar Brook Financial Partners
Ohio
$357K -$81.1K -1,880 -19%
SWM
98
SeaCrest Wealth Management
New York
$353K -$43.1K -993 -11%
SFS
99
Security Financial Services
Indiana
$348K +$736 +17 +0.2%
SPC
100
Sigma Planning Corp
Michigan
$343K -$508K -11,724 -60%