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First Trust Financials AlphaDEX Fund

207 hedge funds and large institutions have $653M invested in First Trust Financials AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 77 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-6
Holders Change %
-2.82%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
65
Reduced
77
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KPWS
101
Kestra Private Wealth Services
Texas
$543K +$173K +4,636 +47%
VBFG
102
Vishria Bird Financial Group
Tennessee
$542K -$30.1K -806 -5%
WI
103
Wintrust Investments
Illinois
$511K -$80.5K -2,158 -14%
AWM
104
Apollon Wealth Management
South Carolina
$497K +$497K +13,323 New
CASC
105
Coppell Advisory Solutions Corp
Texas
$473K +$462K +12,553 +4,076%
CAS
106
Coppell Advisory Solutions
Texas
$473K +$462K +12,553 +4,076%
SEP
107
Southland Equity Partners
Missouri
$469K -$204K -5,478 -30%
CCA
108
Clearwater Capital Advisors
Illinois
$463K -$22.2K -594 -5%
LS
109
Leelyn Smith
Illinois
$458K +$458K +12,272 New
OWA
110
Outlook Wealth Advisors
Texas
$439K +$130K +3,469 +42%
RIA
111
Realta Investment Advisors
Delaware
$424K +$349K +9,354 +466%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$421K -$90.9K -2,435 -18%
William Blair & Company
113
William Blair & Company
Illinois
$412K -$8.1K -217 -2%
FAIM
114
Financial Advocates Investment Management
Washington
$410K -$697K -18,674 -63%
PAG
115
Private Advisory Group
Washington
$397K +$397K +10,638 New
JIP
116
Jaffetilchin Investment Partners
Florida
$385K +$385K +10,305 New
WIA
117
World Investment Advisors
California
$378K -$18.4K -492 -5%
CBFP
118
Cedar Brook Financial Partners
Ohio
$376K +$2.58K +69 +0.7%
JPMPWA
119
J.P. Morgan Private Wealth Advisors
California
$374K -$416K -11,136 -53%
ATC
120
Argent Trust Co
Tennessee
$373K
SWM
121
SeaCrest Wealth Management
New York
$366K -$2.91K -78 -0.8%
KWM
122
Kingsview Wealth Management
Oregon
$366K +$6.72K +180 +2%
SI
123
Stephens Inc
Arkansas
$362K -$74.6K -1,998 -17%
LFAS
124
Level Four Advisory Services
Texas
$362K +$51.9K +1,390 +17%
NA
125
NewEdge Advisors
Louisiana
$358K -$659K -17,648 -65%