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First Trust Financials AlphaDEX Fund

175 hedge funds and large institutions have $434M invested in First Trust Financials AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 84 reducing their positions, and 17 closing their positions.

Holders
175
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
42
Reduced
84
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
101
Citigroup
New York
$332K +$160K +4,223 +93%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$330K +$28.8K +760 +10%
FFN
103
Focus Financial Network
Minnesota
$313K +$4.99K +132 +2%
SFS
104
Security Financial Services
Indiana
$304K
LA
105
LexAurum Advisors
Kansas
$295K +$31.2K +826 +12%
LFAS
106
Level Four Advisory Services
Texas
$292K -$80.8K -2,135 -22%
PA
107
PFG Advisors
Arizona
$287K +$946 +25 +0.3%
AR
108
Apeiron RIA
Texas
$284K -$17.6K -464 -6%
PAS
109
Park Avenue Securities
New York
$279K +$279K +7,384 New
FAIM
110
Financial Advocates Investment Management
Washington
$268K -$53.6K -1,417 -17%
FEM
111
Fulcrum Equity Management
Texas
$261K +$261K +6,886 New
BTI
112
Blue Trust Inc
Georgia
$260K
WP
113
WealthSource Partners
California
$240K -$402K -10,625 -63%
FH
114
FWG Holdings
Florida
$237K -$8.78K -242 -4%
SIG
115
Sargent Investment Group
Maryland
$233K
RJT
116
Raymond James Trust
Florida
$230K -$18.9K -500 -8%
EP
117
Eudaimonia Partners
Tennessee
$228K -$6.43K -170 -3%
TC
118
Trilogy Capital
California
$227K +$227K +6,008 New
AAS
119
Avantax Advisory Services
Texas
$227K -$14.2K -375 -6%
CI
120
CX Institutional
Indiana
$222K +$222K +5,868 New
BW
121
Bison Wealth
Georgia
$221K -$1.82K -48 -0.8%
TA
122
TFG Advisers
Michigan
$221K
PTC
123
Private Trust Company
Ohio
$218K +$7.87K +208 +4%
AWM
124
AE Wealth Management
Kansas
$216K +$216K +5,718 New
GWM
125
Geneos Wealth Management
Colorado
$213K -$135K -3,580 -39%