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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

198 hedge funds and large institutions have $998M invested in First Trust Financials AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 81 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
-11
Holders Change %
-5.26%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
19
Increased
81
Reduced
68
Closed
28
Calls
$459K
Puts
–
Net Calls
+$459K
Net Calls Change
+$15K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$63.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$73.3M
3
Wells Fargo
3
Wells Fargo
California
$112M
4
LPL Financial
4
LPL Financial
California
$99.2M
5
PAG
5
Private Advisor Group
New Jersey
$8.38M

Top Sellers

1
CCFM
1
Clear Creek Financial Management
Washington
$0
2
EE
2
EWG Elevate
California
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.39M
4
DADC
4
D.A. Davidson & Co
Montana
$3.7M
5
Bank of America
5
Bank of America
North Carolina
$46.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
101
Kingsview Wealth Management
Oregon
$599K +$204K +4,435 +51%
WIA
102
World Investment Advisors
California
$595K – – –
IWC
103
Integrated Wealth Concepts
Massachusetts
$587K +$587K +12,786 New
LFAS
104
Level Four Advisory Services
Texas
$563K -$48.7K -1,062 -8%
FFN
105
Focus Financial Network
Minnesota
$559K +$559K +12,166 New
Jane Street
106
Jane Street
New York
$530K -$632K -13,764 -54%
GWM
107
Geneos Wealth Management
Colorado
$530K +$73.8K +1,609 +16%
BRWA
108
B. Riley Wealth Advisors
Florida
$507K -$198K -4,301 -28%
IA
109
IFP Advisors
Florida
$503K +$291K +9,144 +138%
OWM
110
OneAscent Wealth Management
Alabama
$501K +$501K +10,903 New
MA
111
Mutual Advisors
Nebraska
$490K -$2.76K -60 -0.6%
LS
112
Leelyn Smith
Illinois
$474K +$22.4K +488 +5%
RA
113
RFG Advisory
Alabama
$471K +$130K +2,823 +38%
William Blair & Company
114
William Blair & Company
Illinois
$463K – – –
ATC
115
Argent Trust Co
Tennessee
$459K – – –
CBFP
116
Cedar Brook Financial Partners
Ohio
$455K +$37.1K +808 +9%
APA
117
American Portfolios Advisors
New York
$451K +$12.9K +281 +3%
CWA
118
Capital Wealth Alliance
Arizona
$444K -$122K -2,664 -22%
SWM
119
SeaCrest Wealth Management
New York
$434K +$19.6K +427 +5%
SWP
120
Stratos Wealth Partners
Ohio
$427K +$109K +2,364 +34%
EH
121
Equitable Holdings
New York
$425K -$10.2K -222 -2%
MW
122
Marks Wealth
Maryland
$420K +$68.4K +1,492 +19%
LA
123
LexAurum Advisors
Kansas
$388K +$276 +6 +0.1%
BPA
124
Beacon Pointe Advisors
California
$373K +$139K +3,020 +59%
LWM
125
Laidlaw Wealth Management
New York
$370K – – –
3 4
5
6 7