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First Trust Financials AlphaDEX Fund

145 hedge funds and large institutions have $534M invested in First Trust Financials AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+1
Holders Change %
+0.69%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
23
Increased
53
Reduced
51
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
101
Cornerstone Wealth Management
Missouri
$213K -$2M -63,463 -90%
Comerica Bank
102
Comerica Bank
Texas
$211K -$138K -4,340 -40%
BRWA
103
B. Riley Wealth Advisors
Florida
$210K -$14.7K -463 -7%
GTAM
104
Global Trust Asset Management
Florida
$155K +$155K +4,900 New
APA
105
American Portfolios Advisors
New York
$140K +$53.3K +1,685 +61%
US Bancorp
106
US Bancorp
Minnesota
$134K
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$117K +$114K +3,600 +3,600%
DWM
108
Doyle Wealth Management
Florida
$106K +$106K +3,361 New
William Blair & Company
109
William Blair & Company
Illinois
$102K +$102K +3,230 New
BWP
110
Baldwin Wealth Partners
Massachusetts
$98K
ASN
111
Advisory Services Network
Georgia
$86K +$34.2K +1,074 +66%
SPIA
112
Steward Partners Investment Advisory
New York
$78K +$78K +2,494 New
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$69K -$25.6K -806 -27%
HWA
114
Heritage Wealth Advisors
Virginia
$60.1K
RCG
115
Ruggie Capital Group
Florida
$54K -$840K -26,072 -94%
GWM
116
Geneos Wealth Management
Colorado
$54K +$63 +2 +0.1%
HR
117
Howe & Rusling
New York
$49K -$86.7K -2,740 -64%
RCAG
118
Rehmann Capital Advisory Group
Michigan
$48.3K +$31.5K +996 +188%
BWL
119
Bogart Wealth LLC
Virginia
$47K
Fidelity Investments
120
Fidelity Investments
Massachusetts
$46K -$48.3K -1,537 -51%
SL
121
Salomon & Ludwin
Virginia
$42K +$42K +1,335 New
BCWM
122
Bartlett & Co Wealth Management
Ohio
$38.3K
BC
123
Bartlett & Co
Ohio
$38K
CIAS
124
Capital Investment Advisory Services
North Carolina
$38K +$7.7K +240 +25%
VFA
125
Valeo Financial Advisors
Indiana
$32K +$32K +1,000 New