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First Trust Financials AlphaDEX Fund

127 hedge funds and large institutions have $326M invested in First Trust Financials AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 69 reducing their positions, and 60 closing their positions.

Holders
127
Holders Change
-47
Holders Change %
-27.01%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
17
Increased
25
Reduced
69
Closed
60
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCWM
101
Bartlett & Co Wealth Management
Ohio
$25.6K 1,210
CIAS
102
Capital Investment Advisory Services
North Carolina
$25K 1,165 -20 -2%
GRP
103
Global Retirement Partners
California
$23K 1,068 +623 +140%
HR
104
Howe & Rusling
New York
$22K 1,023
MA
105
MUFG Americas
New York
$21K 1,000 +1,000 New
TL
106
TrueWealth LLC
Georgia
$19K 922
William Blair & Company
107
William Blair & Company
Illinois
$19K 918 +803 +698%
LWM
108
Liberty Wealth Management
California
$18K 874 +8 +0.9%
SNT
109
Security National Trust
West Virginia
$14K 667
SFS
110
Sowell Financial Services
Arkansas
$13K 613 -14,465 -96%
JPMorgan Chase & Co
111
JPMorgan Chase & Co
New York
$11K 502 -63,656 -99%
FANJ
112
Financial Architects (New Jersey)
New Jersey
$11K 535
BWL
113
Bogart Wealth LLC
Virginia
$11K 500
AF
114
Allworth Financial
California
$9K 430
US Bancorp
115
US Bancorp
Minnesota
$7K 311 -3,148 -91%
AA
116
AlphaMark Advisors
Kentucky
$7K 350
EWM
117
EPG Wealth Management
Georgia
$7K 323 +323 New
FHA
118
Flagship Harbor Advisors
Massachusetts
$6K 275
RFM
119
Royal Fund Management
Florida
$3K 146 -13,219 -99%
Qube Research & Technologies (QRT)
120
Qube Research & Technologies (QRT)
United Kingdom
$3K 136 +136 New
VCP
121
Verus Capital Partners
Arizona
$2K 86 +1 +1%
EAM
122
Eukles Asset Management
Ohio
$1K 64
WT
123
Whittier Trust
California
$1K 35
TFS
124
TrustCore Financial Services
Tennessee
$1K 66
LFG
125
Larson Financial Group
Missouri
$1K 30 +30 New