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First Trust Financials AlphaDEX Fund

182 hedge funds and large institutions have $483M invested in First Trust Financials AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 73 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
Holders Change %
0%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
55
Reduced
73
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$541K +$93.9K +2,028 +21%
GWSG
77
GPS Wealth Strategies Group
Colorado
$539K -$24.2K -523 -4%
National Bank of Canada
78
National Bank of Canada
Quebec, Canada
$524K -$395K -8,550 -43%
Mariner
79
Mariner
Kansas
$515K +$515K +11,122 New
NA
80
NewEdge Advisors
Louisiana
$507K +$267K +5,777 +112%
William Blair & Company
81
William Blair & Company
Illinois
$504K
GVAG
82
Great Valley Advisor Group
Delaware
$503K -$39.2K -846 -7%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$486K +$94.8K +2,049 +24%
SEP
84
Southland Equity Partners
Missouri
$477K -$9.03K -195 -2%
SA
85
Sanctuary Advisors
Indiana
$474K +$474K +10,455 New
JWCA
86
J.W. Cole Advisors
Florida
$472K +$46 +1 +0%
Citadel Advisors
87
Citadel Advisors
Florida
$472K -$672K -14,525 -59%
ATC
88
Argent Trust Co
Tennessee
$463K
MCM
89
MAI Capital Management
Ohio
$456K +$694 +15 +0.2%
SPC
90
Sigma Planning Corp
Michigan
$454K -$38.7K -837 -8%
OIA
91
OneDigital Investment Advisors
Kansas
$452K -$85.3K -1,842 -16%
RFWA
92
RPg Family Wealth Advisory
Massachusetts
$446K +$80.7K +1,743 +22%
AI
93
Atria Investments
North Carolina
$445K +$445K +9,621 New
SI
94
Stephens Inc
Arkansas
$443K
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$441K +$364K +7,791 +474%
WIA
96
World Investment Advisors
California
$438K -$6.67K -144 -1%
SF
97
Summit Financial
New Jersey
$405K +$405K +8,757 New
IWC
98
Integrated Wealth Concepts
Massachusetts
$399K -$12K -260 -3%
EH
99
Equitable Holdings
New York
$397K -$40.7K -879 -9%
CA
100
CoreCap Advisors
Michigan
$386K -$5.56K -120 -1%