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First Trust Financials AlphaDEX Fund

186 hedge funds and large institutions have $537M invested in First Trust Financials AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 40 increasing their positions, 89 reducing their positions, and 16 closing their positions.

Holders
186
Holders Change
+11
Holders Change %
+6.29%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
40
Reduced
89
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$339K -$39K -900 -10%
PAS
102
Park Avenue Securities
New York
$336K +$16.7K +386 +5%
AWM
103
AE Wealth Management
Kansas
$328K +$74.1K +1,670 +29%
PA
104
PFG Advisors
Arizona
$324K -$3.98K -92 -1%
Two Sigma Investments
105
Two Sigma Investments
New York
$320K +$320K +7,400 New
PS
106
Principal Securities
Iowa
$315K +$315K +7,271 New
LFAS
107
Level Four Advisory Services
Texas
$308K -$26K -601 -8%
FFN
108
Focus Financial Network
Minnesota
$306K -$52.3K -1,207 -15%
FAIM
109
Financial Advocates Investment Management
Washington
$294K -$12.7K -293 -4%
LA
110
LexAurum Advisors
Kansas
$292K -$45.5K -1,051 -13%
GWP
111
Gateway Wealth Partners
Wisconsin
$288K +$51.3K +1,184 +22%
GS
112
GTS Securities
New York
$288K +$288K +6,644 New
FH
113
FWG Holdings
Florida
$286K +$306 +7 +0.1%
GRP
114
Global Retirement Partners
California
$273K +$237K +5,552 +650%
AR
115
Apeiron RIA
Texas
$269K -$55.6K -1,284 -17%
BW
116
Bison Wealth
Georgia
$268K +$15.2K +351 +6%
Citigroup
117
Citigroup
New York
$267K -$113K -2,610 -30%
RJT
118
Raymond James Trust
Florida
$263K
BTI
119
Blue Trust Inc
Georgia
$261K
SIG
120
Sargent Investment Group
Maryland
$255K -$10.8K -250 -4%
TA
121
TFG Advisers
Michigan
$246K -$6.41K -148 -3%
GWM
122
Geneos Wealth Management
Colorado
$244K
EP
123
Eudaimonia Partners
Tennessee
$244K -$17.5K -405 -7%
TC
124
Trilogy Capital
California
$242K -$18.2K -420 -7%
AAS
125
Avantax Advisory Services
Texas
$233K -$26.7K -616 -10%