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First Trust Financials AlphaDEX Fund

144 hedge funds and large institutions have $524M invested in First Trust Financials AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 65 reducing their positions, and 21 closing their positions.

Holders
144
Holders Change
-5
Holders Change %
-3.36%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
40
Reduced
65
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HR
101
Howe & Rusling
New York
$130K 4,288 -12,975 -75%
US Bancorp
102
US Bancorp
Minnesota
$127K 4,221 +42 +1%
WP
103
WealthShield Partners
North Carolina
$101K 3,328 +3,328 New
BWP
104
Baldwin Wealth Partners
Massachusetts
$94K 3,098
Fidelity Investments
105
Fidelity Investments
Massachusetts
$91K 3,001 +2,156 +255%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$90K 2,981 -4,998 -63%
APA
107
American Portfolios Advisors
New York
$83.3K 2,753 +1,088 +65%
CWA
108
Clarus Wealth Advisors
Arizona
$64K 2,100
WCM
109
WealthBridge Capital Management
Ohio
$60K 1,901
HWA
110
Heritage Wealth Advisors
Virginia
$57.5K 1,900 +1,900 New
GWM
111
Geneos Wealth Management
Colorado
$51K 1,716 +372 +28%
GCA
112
Genesee Capital Advisors
New York
$49K 1,638 +18 +1%
ASN
113
Advisory Services Network
Georgia
$49K 1,630 +482 +42%
BWL
114
Bogart Wealth LLC
Virginia
$45K 1,500 -525 -26%
BC
115
Bartlett & Co
Ohio
$37K 1,210
BCWM
116
Bartlett & Co Wealth Management
Ohio
$36.6K 1,210
SQA
117
Simon Quick Advisors
New Jersey
$30K 1,002 +1,002 New
CIAS
118
Capital Investment Advisory Services
North Carolina
$29K 945 -70 -7%
NC
119
NewSquare Capital
Pennsylvania
$29K 951
TL
120
TrueWealth LLC
Georgia
$28K 922
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$26K 859 +859 New
LWM
122
Liberty Wealth Management
California
$25K 852 +1 +0.1%
FHA
123
Flagship Harbor Advisors
Massachusetts
$20K 675
RCAG
124
Rehmann Capital Advisory Group
Michigan
$16.1K 530 +530 New
FANJ
125
Financial Architects (New Jersey)
New Jersey
$16K 535 -161 -23%