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First Trust Financials AlphaDEX Fund

149 hedge funds and large institutions have $497M invested in First Trust Financials AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 35 increasing their positions, 64 reducing their positions, and 25 closing their positions.

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
3.33%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
32
Increased
35
Reduced
64
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CC
101
Claybrook Capital
Massachusetts
$148K 5,481 +5,481 New
WDL
102
Well Done LLC
Michigan
$148K 5,481 +5,481 New
QCIG
103
Quad-Cities Investment Group
Iowa
$133K 4,861 -215 -4%
US Bancorp
104
US Bancorp
Minnesota
$113K 4,179 -76,982 -95%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$88K 3,273 +3,273 New
BWP
106
Baldwin Wealth Partners
Massachusetts
$84K 3,098 -587 -16%
MWC
107
MBM Wealth Consultants
Missouri
$78K 2,886 +2,886 New
DWM
108
Doyle Wealth Management
Florida
$68K 2,531 +2,531 New
MOS
109
MGO One Seven
Ohio
$59K 2,201 +2,201 New
GRP
110
Global Retirement Partners
California
$57K 2,115 +1,419 +204%
CWA
111
Clarus Wealth Advisors
Arizona
$57K 2,100 +1,700 +425%
WAP
112
Wealthcare Advisory Partners
Pennsylvania
$54K 2,000
BWL
113
Bogart Wealth LLC
Virginia
$54K 2,025 +2,025 New
WCM
114
WealthBridge Capital Management
Ohio
$51K 1,901 +1,901 New
APA
115
American Portfolios Advisors
New York
$45K 1,665 -240 -13%
GCA
116
Genesee Capital Advisors
New York
$44K 1,620 +1,620 New
GWM
117
Geneos Wealth Management
Colorado
$36K 1,344 -200 -13%
BC
118
Bartlett & Co
Ohio
$33K 1,210
JFGIW
119
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33K 1,224 +1,224 New
BCWM
120
Bartlett & Co Wealth Management
Ohio
$32.7K 1,210
ASN
121
Advisory Services Network
Georgia
$31K 1,148 -580 -34%
CIAS
122
Capital Investment Advisory Services
North Carolina
$27K 1,015 +1,015 New
NC
123
NewSquare Capital
Pennsylvania
$26K 951
TL
124
TrueWealth LLC
Georgia
$25K 922
Fidelity Investments
125
Fidelity Investments
Massachusetts
$23K 845 +844 +84,400%