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First Trust Financials AlphaDEX Fund

182 hedge funds and large institutions have $483M invested in First Trust Financials AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 73 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
Holders Change %
0%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
55
Reduced
73
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SEIA
101
Signature Estate & Investment Advisors
California
$383K +$383K +8,276 New
FFL
102
Financial Freedom LLC
Ohio
$377K -$65K -1,404 -15%
CCA
103
Clearwater Capital Advisors
Illinois
$375K -$8.33K -180 -2%
SWM
104
SeaCrest Wealth Management
New York
$372K -$4.12K -89 -1%
KNW
105
Kesler Norman & Wride
Utah
$366K -$32.2K -695 -8%
PA
106
PFG Advisors
Arizona
$341K -$6.25K -135 -2%
LFAS
107
Level Four Advisory Services
Texas
$335K +$5.32K +115 +2%
BTI
108
Blue Trust Inc
Georgia
$327K
FAIM
109
Financial Advocates Investment Management
Washington
$325K +$12.3K +266 +4%
FH
110
FWG Holdings
Florida
$324K +$297 +6 +0.1%
CF
111
Centaurus Financial
California
$320K +$320K +6,922 New
PS
112
Principal Securities
Iowa
$319K -$16.7K -361 -5%
GRP
113
Global Retirement Partners
California
$307K -$1.2K -26 -0.4%
LA
114
LexAurum Advisors
Kansas
$300K -$8.84K -191 -3%
KWM
115
Kingsview Wealth Management
Oregon
$298K +$298K +6,431 New
GWP
116
Gateway Wealth Partners
Wisconsin
$282K -$21.6K -466 -7%
FFN
117
Focus Financial Network
Minnesota
$282K
Envestnet Portfolio Solutions
118
Envestnet Portfolio Solutions
Illinois
$279K -$24.6K -531 -8%
PAS
119
Park Avenue Securities
New York
$277K -$62.7K -1,355 -18%
Citigroup
120
Citigroup
New York
$276K -$60.6K -1,310 -18%
BW
121
Bison Wealth
Georgia
$269K
TA
122
TFG Advisers
Michigan
$267K +$1.44K +31 +0.5%
GWM
123
Geneos Wealth Management
Colorado
$258K -$2.32K -50 -0.9%
SIG
124
Sargent Investment Group
Maryland
$255K
IA
125
IFP Advisors
Florida
$247K +$2.55K +55 +1%