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First Trust Financials AlphaDEX Fund

143 hedge funds and large institutions have $686M invested in First Trust Financials AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 50 reducing their positions, and 17 closing their positions.

Holders
143
Holders Change
+1
Holders Change %
+0.7%
% of All Funds
3.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
19
Increased
56
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWM
101
SeaCrest Wealth Management
New York
$209K 6,535 +19 +0.3%
M&T Bank
102
M&T Bank
New York
$205K 6,426
ACI
103
Alpha Cubed Investments
California
$203K 6,725 +6,725 New
QCIG
104
Quad-Cities Investment Group
Iowa
$160K 5,076 +875 +21%
SPIA
105
Steward Partners Investment Advisory
New York
$134K 4,196 -14 -0.3%
BAM
106
Belpointe Asset Management
Nevada
$132K 4,139 +4,139 New
BWP
107
Baldwin Wealth Partners
Massachusetts
$118K 3,685 +587 +19%
CI
108
CX Institutional
Indiana
$95K 2,967 +2,967 New
WAP
109
Wealthcare Advisory Partners
Pennsylvania
$64K 2,000 -246 -11%
APA
110
American Portfolios Advisors
New York
$60.9K 1,905 -70 -4%
ASN
111
Advisory Services Network
Georgia
$55K 1,728 -225 -12%
RCAG
112
Rehmann Capital Advisory Group
Michigan
$50.7K 1,584 +6 +0.4%
GWM
113
Geneos Wealth Management
Colorado
$49K 1,544 +3 +0.2%
FHA
114
Flagship Harbor Advisors
Massachusetts
$44K 1,375 -2,300 -63%
BC
115
Bartlett & Co
Ohio
$39K 1,210
BCWM
116
Bartlett & Co Wealth Management
Ohio
$38.7K 1,210
SIS
117
Sound Income Strategies
Florida
$35K 1,110 +1,110 New
NC
118
NewSquare Capital
Pennsylvania
$30K 951
TL
119
TrueWealth LLC
Georgia
$29K 922
WIM
120
Westside Investment Management
California
$23.2K 728
NFG
121
Next Financial Group
Texas
$23K 712 +712 New
FANJ
122
Financial Architects (New Jersey)
New Jersey
$22K 696
GRP
123
Global Retirement Partners
California
$22K 696 +174 +33%
MWPCG
124
Measured Wealth Private Client Group
New Hampshire
$22K 700 +700 New
William Blair & Company
125
William Blair & Company
Illinois
$19K 600