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First Trust Financials AlphaDEX Fund

182 hedge funds and large institutions have $507M invested in First Trust Financials AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 83 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-4
Holders Change %
-2.15%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
49
Reduced
83
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JIP
101
Jaffetilchin Investment Partners
Florida
$358K +$358K +7,537 New
PA
102
PFG Advisors
Arizona
$356K +$475 +10 +0.1%
PAS
103
Park Avenue Securities
New York
$349K -$20.6K -433 -6%
Citigroup
104
Citigroup
New York
$346K +$52.2K +1,099 +18%
PS
105
Principal Securities
Iowa
$345K -$998 -21 -0.3%
BTI
106
Blue Trust Inc
Georgia
$327K
TA
107
TrueWealth Advisors
Alabama
$326K -$67K -1,410 -17%
FAIM
108
Financial Advocates Investment Management
Washington
$321K -$1.71K -36 -0.5%
LA
109
LexAurum Advisors
Kansas
$317K -$3.99K -84 -1%
GRP
110
Global Retirement Partners
California
$316K +$12K +253 +4%
Envestnet Portfolio Solutions
111
Envestnet Portfolio Solutions
Illinois
$312K +$85.3K +1,796 +38%
GWP
112
Gateway Wealth Partners
Wisconsin
$312K -$4.71K -99 -1%
LFAS
113
Level Four Advisory Services
Texas
$308K
FH
114
FWG Holdings
Florida
$308K +$141 +3 +0%
AR
115
Apeiron RIA
Texas
$296K
IW
116
Imprint Wealth
South Carolina
$292K +$292K +6,202 New
RJT
117
Raymond James Trust
Florida
$289K
TA
118
TFG Advisers
Michigan
$273K +$2.95K +62 +1%
BW
119
Bison Wealth
Georgia
$269K -$25.4K -534 -9%
GWM
120
Geneos Wealth Management
Colorado
$267K
SIG
121
Sargent Investment Group
Maryland
$261K -$19K -400 -7%
RFG
122
REAP Financial Group
Texas
$255K +$8.36K +176 +3%
IA
123
IFP Advisors
Florida
$251K
FFN
124
Focus Financial Network
Minnesota
$251K -$61.8K -1,397 -20%
VVP
125
Venture Visionary Partners
Ohio
$247K