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First Trust Financials AlphaDEX Fund

119 hedge funds and large institutions have $702M invested in First Trust Financials AlphaDEX Fund in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+7
Holders Change %
+6.25%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
18
Increased
43
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$30K
SPIA
102
Steward Partners Investment Advisory
New York
$28K +$4.78K +162 +21%
APSP
103
Asset Planning Services (Pennsylvania)
Pennsylvania
$27K +$13.5K +460 +100%
Simplex Trading
104
Simplex Trading
Illinois
$24K +$8.8K +300 +58%
WIM
105
Westside Investment Management
California
$21.8K
SAM
106
Shamrock Asset Management
Texas
$20K -$34.7K -1,197 -63%
NFG
107
Next Financial Group
Texas
$20K
AA
108
AlphaMark Advisors
Kentucky
$18K -$1.2K -40 -6%
NC
109
NewSquare Capital
Pennsylvania
$15K +$15K +511 New
AF
110
Allworth Financial
California
$13K
TIM
111
Tortoise Investment Management
New York
$9K
GRP
112
Global Retirement Partners
California
$7K -$14.5K -515 -67%
FCB
113
First Command Bank
Texas
$7K +$7K +230 New
FCFS
114
First Command Financial Services
Texas
$7K +$7K +230 New
PMFA
115
Plante Moran Financial Advisors
Michigan
$7K +$7K +250 New
BWA
116
BDO Wealth Advisors
Florida
$3K +$810 +27 +37%
LCM
117
Liberty Capital Management
Michigan
$2K
CP
118
Corbenic Partners
Pennsylvania
$1K +$1K +25 New
BRWA
119
B. Riley Wealth Advisors
Florida
-$1.66M -58,049 Closed
CC
120
Cedar Capital
Illinois
-$283K -9,882 Closed
AW
121
ACG Wealth
Georgia
-$246K -8,618 Closed
IFWM
122
Institute for Wealth Management
Colorado
-$232K -8,140 Closed
FIB
123
First Interstate Bank
Montana
-$24K -828 Closed
WEC
124
Winslow Evans & Crocker
Massachusetts
-$9.01K -315 Closed
GI
125
Gradient Investments
Minnesota
-$3K -100 Closed