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First Trust Financials AlphaDEX Fund

182 hedge funds and large institutions have $507M invested in First Trust Financials AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 83 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-4
Holders Change %
-2.15%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
49
Reduced
83
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWSG
76
GPS Wealth Strategies Group
Colorado
$578K +$26.8K +563 +5%
GVAG
77
Great Valley Advisor Group
Delaware
$556K -$50.9K -1,071 -8%
TRCT
78
Tower Research Capital (TRC)
New York
$553K -$2.63M -55,383 -83%
OIA
79
OneDigital Investment Advisors
Kansas
$551K -$353K -7,425 -39%
William Blair & Company
80
William Blair & Company
Illinois
$518K
SPC
81
Sigma Planning Corp
Michigan
$505K +$129K +2,707 +34%
SEP
82
Southland Equity Partners
Missouri
$499K -$34.7K -730 -6%
JWCA
83
J.W. Cole Advisors
Florida
$485K +$11.4K +240 +2%
BRWA
84
B. Riley Wealth Advisors
Florida
$477K +$102K +2,697 +27%
ATC
85
Argent Trust Co
Tennessee
$475K
MCM
86
MAI Capital Management
Ohio
$468K -$2.19K -46 -0.5%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$459K +$87.5K +1,842 +24%
WIA
88
World Investment Advisors
California
$456K -$1.52K -32 -0.3%
SI
89
Stephens Inc
Arkansas
$455K +$95 +2 +0%
FFL
90
Financial Freedom LLC
Ohio
$454K +$903 +19 +0.2%
EH
91
Equitable Holdings
New York
$449K -$14.7K -309 -3%
IWC
92
Integrated Wealth Concepts
Massachusetts
$422K
KNW
93
Kesler Norman & Wride
Utah
$409K -$859K -18,084 -68%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$402K -$19.7K -414 -5%
CA
95
CoreCap Advisors
Michigan
$401K -$12.5K -263 -3%
CBFP
96
Cedar Brook Financial Partners
Ohio
$394K +$570 +12 +0.1%
CCA
97
Clearwater Capital Advisors
Illinois
$393K
SWM
98
SeaCrest Wealth Management
New York
$386K +$190 +4 +0%
SFS
99
Security Financial Services
Indiana
$382K
RFWA
100
RPg Family Wealth Advisory
Massachusetts
$375K -$132K -2,773 -26%