FXO icon

First Trust Financials AlphaDEX Fund

140 hedge funds and large institutions have $683M invested in First Trust Financials AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+8
Holders Change %
+6.06%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
23
Increased
55
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
101
SeaCrest Wealth Management
New York
$202K +$14.7K +472 +8%
QCIG
102
Quad-Cities Investment Group
Iowa
$202K +$202K +6,574 New
WDL
103
Well Done LLC
Michigan
$161K -$77.4K -2,495 -32%
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$83K +$24.2K +776 +41%
SPIA
105
Steward Partners Investment Advisory
New York
$82K +$7.71K +250 +10%
AWA
106
Acorn Wealth Advisors
Michigan
$71K
MOS
107
MGO One Seven
Ohio
$71K
APA
108
American Portfolios Advisors
New York
$61.3K +$49.4K +1,591 +414%
RFWA
109
RPg Family Wealth Advisory
Massachusetts
$51.3K -$9.87K -318 -16%
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$51K -$3.93K -130 -7%
RCAG
111
Rehmann Capital Advisory Group
Michigan
$51K +$51K +1,643 New
ASN
112
Advisory Services Network
Georgia
$49K -$14.9K -478 -23%
GWM
113
Geneos Wealth Management
Colorado
$47K +$1.9K +62 +4%
BWP
114
Baldwin Wealth Partners
Massachusetts
$41K +$41K +1,330 New
BC
115
Bartlett & Co
Ohio
$38K
BCWM
116
Bartlett & Co Wealth Management
Ohio
$37.6K +$37.6K +1,210 New
NC
117
NewSquare Capital
Pennsylvania
$30K
TL
118
TrueWealth LLC
Georgia
$29K
MGIA
119
Moneta Group Investment Advisors
Missouri
$27K +$27K +27,044 New
WIM
120
Westside Investment Management
California
$22.1K
FANJ
121
Financial Architects (New Jersey)
New Jersey
$22K -$10.6K -335 -32%
AA
122
AlphaMark Advisors
Kentucky
$19K
William Blair & Company
123
William Blair & Company
Illinois
$19K +$19K +600 New
GRP
124
Global Retirement Partners
California
$16K +$8.14K +258 +104%
AF
125
Allworth Financial
California
$13K