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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

97 hedge funds and large institutions have $476M invested in First Trust Financials AlphaDEX Fund in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+5
Holders Change %
+5.43%
% of All Funds
2.59%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
14
Increased
36
Reduced
39
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$94.7M
2
CCA
2
Clearwater Capital Advisors
Illinois
$6.18M
3
SPL
3
Smart Portfolios LLC
Washington
$5.01M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.59M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$2.96M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$92.7M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Bank of America
3
Bank of America
North Carolina
$32.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.17M
5
Goldman Sachs
5
Goldman Sachs
New York
$32.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
– -$16K -700 Closed
LWM
102
LBA Wealth Management
Florida
– -$5K -213 Closed
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
– -$2K -100 Closed
1 2 3 4
5