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First Trust Financials AlphaDEX Fund

152 hedge funds and large institutions have $641M invested in First Trust Financials AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 51 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+25
Holders Change %
+19.69%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
41
Increased
51
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HFP
101
Holistic Financial Partners
Indiana
$242K +$242K +5,814 New
FTUS
102
Flow Traders U.S.
New York
$240K +$240K +5,765 New
TA
103
TFG Advisers
Michigan
$234K -$22K -529 -9%
IWM
104
IHT Wealth Management
Illinois
$229K +$229K +5,497 New
KPWS
105
Kestra Private Wealth Services
Texas
$224K -$4.95M -119,274 -96%
SFPG
106
Stonebridge Financial Planning Group
Florida
$223K
FFC
107
First Financial Corp
Indiana
$222K -$19.5K -469 -8%
DWP
108
Destiny Wealth Partners
Florida
$222K
US Bancorp
109
US Bancorp
Minnesota
$220K -$48.7K -1,170 -18%
APA
110
American Portfolios Advisors
New York
$220K +$15.9K +381 +8%
HFS
111
Howard Financial Services
Texas
$216K +$216K +5,200 New
MSAM
112
Moloney Securities Asset Management
Missouri
$210K +$210K +5,059 New
SPIA
113
Steward Partners Investment Advisory
New York
$207K +$32.9K +790 +19%
Creative Planning
114
Creative Planning
Kansas
$206K +$206K +4,946 New
IA
115
IFP Advisors
Florida
$188K +$165 +4 +0.1%
MIM
116
MTM Investment Management
South Carolina
$186K
CF
117
Centaurus Financial
California
$153K +$153K +3,671 New
AP
118
Atwood & Palmer
Missouri
$128K
MCC
119
Money Concepts Capital
Florida
$116K +$4.68K +112 +4%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$99K
FFA
121
Founders Financial Alliance
North Carolina
$93K -$117K -2,573 -56%
BEI
122
Benjamin Edwards Inc
Missouri
$84K +$373 +9 +0.4%
SFS
123
Sowell Financial Services
Arkansas
$74K +$46K +1,005 +164%
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$64K +$27.2K +655 +74%
BCWM
125
Bartlett & Co Wealth Management
Ohio
$50.3K