FXO icon

First Trust Financials AlphaDEX Fund

132 hedge funds and large institutions have $656M invested in First Trust Financials AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+13
Holders Change %
+10.92%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
36
Increased
38
Reduced
43
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HIIFS
101
Harel Insurance Investments & Financial Services
Israel
$97K
SPIA
102
Steward Partners Investment Advisory
New York
$75K +$45.5K +1,461 +154%
AWA
103
Acorn Wealth Advisors
Michigan
$72K +$72K +2,275 New
MOS
104
MGO One Seven
Ohio
$72K +$72K +2,288 New
ASN
105
Advisory Services Network
Georgia
$64K
RFWA
106
RPg Family Wealth Advisory
Massachusetts
$61.7K -$11.4K -364 -16%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$59K -$671K -21,440 -92%
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$59K -$2.05K -63 -3%
GWM
109
Geneos Wealth Management
Colorado
$46K +$3.12K +100 +7%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$40K -$4.74K -153 -11%
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$40K +$40K +1,270 New
HNB
112
Huntington National Bank
Ohio
$38K
BC
113
Bartlett & Co
Ohio
$38K
FANJ
114
Financial Architects (New Jersey)
New Jersey
$32K
NC
115
NewSquare Capital
Pennsylvania
$30K +$13.9K +440 +86%
TL
116
TrueWealth LLC
Georgia
$29K +$29K +922 New
WIM
117
Westside Investment Management
California
$23.1K
AA
118
AlphaMark Advisors
Kentucky
$19K
AF
119
Allworth Financial
California
$13K
APA
120
American Portfolios Advisors
New York
$12K +$12K +384 New
TIM
121
Tortoise Investment Management
New York
$10K
BCP
122
Blackhawk Capital Partners
Wisconsin
$10K +$10K +318 New
WA
123
Waverly Advisors
Alabama
$9K +$9K +302 New
GRP
124
Global Retirement Partners
California
$8K
FCFS
125
First Command Financial Services
Texas
$7K