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First Trust Financials AlphaDEX Fund

109 hedge funds and large institutions have $249M invested in First Trust Financials AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
-7
Holders Change %
-6.03%
% of All Funds
2.21%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
25
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
101
Flagship Harbor Advisors
Massachusetts
$6K
FEG
102
Financial Enhancement Group
Indiana
$5K -$38.8K -1,566 -89%
William Blair & Company
103
William Blair & Company
Illinois
$3K -$240K -9,203 -99%
CAAS
104
Capital Asset Advisory Services
Michigan
$3K +$3K +112 New
EAM
105
Eukles Asset Management
Ohio
$2K
WT
106
Whittier Trust
California
$1K
Koshinski Asset Management
107
Koshinski Asset Management
Illinois
$585 -$8 -300 -1%
WIM
108
Westside Investment Management
California
$9 -$9 -364 -50%
FEM
109
Fulcrum Equity Management
Texas
-$7.06M -276,977 Closed
NA
110
Navellier & Associates
Nevada
-$6.46M -253,218 Closed
PFS
111
Prospera Financial Services
Texas
-$4.2M -164,600 Closed
RIA
112
Regal Investment Advisors
Michigan
-$1.14M -44,829 Closed
IFWM
113
Institute for Wealth Management
Colorado
-$671K -26,323 Closed
GVAG
114
Great Valley Advisor Group
Delaware
-$597K -23,407 Closed
XS
115
XR Securities
Illinois
-$386K -15,135 Closed
QCIG
116
Quad-Cities Investment Group
Iowa
-$311K -12,212 Closed
RJT
117
Raymond James Trust
Florida
-$244K -9,569 Closed
EH
118
Equitable Holdings
New York
-$218K -8,570 Closed
SPC
119
Sigma Planning Corp
Michigan
-$218K -8,540 Closed
BEI
120
Benjamin Edwards Inc
Missouri
-$41K -1,596 Closed
BWP
121
Baldwin Wealth Partners
Massachusetts
-$34K -1,330 Closed
FANJ
122
Financial Architects (New Jersey)
New Jersey
-$14K -535 Closed
TFA
123
Transamerica Financial Advisors
Florida
-$3K -111 Closed
BWL
124
Bogart Wealth LLC
Virginia
-$3K -100 Closed
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
-$618K