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First Trust Financials AlphaDEX Fund

127 hedge funds and large institutions have $388M invested in First Trust Financials AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 36 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+18
Holders Change %
+16.51%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
30
Increased
36
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BC
101
Bartlett & Co
Ohio
$41K
CIAS
102
Capital Investment Advisory Services
North Carolina
$41K +$851 +25 +2%
AA
103
Addison Advisors
Vermont
$40K +$40K +1,180 New
GRP
104
Global Retirement Partners
California
$35K -$1.5K -44 -4%
MA
105
MUFG Americas
New York
$34K
LWM
106
Liberty Wealth Management
California
$31K +$173 +5 +0.6%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$30K -$29.9K -883 -50%
HPC
108
HM Payson & Co
Maine
$21K
SFS
109
Sowell Financial Services
Arkansas
$21K
HCP
110
Hexagon Capital Partners
Arkansas
$17K
AF
111
Allworth Financial
California
$15K
MA
112
MCF Advisors
Kentucky
$14K
AA
113
AlphaMark Advisors
Kentucky
$12K
LFG
114
Larson Financial Group
Missouri
$11K +$11K +313 New
WEC
115
Winslow Evans & Crocker
Massachusetts
$11K +$11K +315 New
JPMorgan Chase & Co
116
JPMorgan Chase & Co
New York
$10K
SPWG
117
Sage Private Wealth Group
Illinois
$7K +$7K +194 New
LGA
118
Lebenthal Global Advisors
New York
$6K +$6K +200 New
Fidelity Investments
119
Fidelity Investments
Massachusetts
$5K -$23.9K -635 -83%
HR
120
Howe & Rusling
New York
$4K -$20.8K -645 -84%
William Blair & Company
121
William Blair & Company
Illinois
$4K
CAAS
122
Capital Asset Advisory Services
Michigan
$4K
EAM
123
Eukles Asset Management
Ohio
$2K
KFI
124
Key Financial Inc
Pennsylvania
$2K +$2K +53 New
ACA
125
Aptus Capital Advisors
Alabama
$1K