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First Trust Financials AlphaDEX Fund

188 hedge funds and large institutions have $521M invested in First Trust Financials AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 78 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+6
Holders Change %
+3.3%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
53
Reduced
78
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KNW
101
Kesler Norman & Wride
Utah
$404K -$256 -5 -0.1%
SPC
102
Sigma Planning Corp
Michigan
$402K -$98.5K -1,926 -20%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$397K -$140K -2,733 -26%
SEIA
104
Signature Estate & Investment Advisors
California
$397K -$26.2K -512 -6%
CA
105
CoreCap Advisors
Michigan
$392K -$33.6K -658 -8%
LFAS
106
Level Four Advisory Services
Texas
$382K
PA
107
PFG Advisors
Arizona
$377K -$102 -2 -0%
SPIA
108
Steward Partners Investment Advisory
New York
$375K -$701K -13,715 -65%
GRP
109
Global Retirement Partners
California
$369K +$30.2K +590 +9%
FAIM
110
Financial Advocates Investment Management
Washington
$362K +$2.71K +53 +0.8%
FH
111
FWG Holdings
Florida
$350K +$214 +4 +0.1%
JIP
112
Jaffetilchin Investment Partners
Florida
$341K +$341K +6,672 New
LA
113
LexAurum Advisors
Kansas
$331K +$358 +7 +0.1%
BTI
114
Blue Trust Inc
Georgia
$319K
GWP
115
Gateway Wealth Partners
Wisconsin
$311K -$920 -18 -0.3%
PS
116
Principal Securities
Iowa
$298K -$54K -1,057 -15%
TA
117
TFG Advisers
Michigan
$297K +$1.48K +29 +0.5%
BRWA
118
B. Riley Wealth Advisors
Florida
$293K -$345K -6,777 -54%
FFN
119
Focus Financial Network
Minnesota
$290K
GWM
120
Geneos Wealth Management
Colorado
$285K
PAS
121
Park Avenue Securities
New York
$285K -$21.3K -416 -7%
SIG
122
Sargent Investment Group
Maryland
$281K
VVP
123
Venture Visionary Partners
Ohio
$266K
PCIA
124
Prime Capital Investment Advisors
Kansas
$254K
RFA
125
Register Financial Advisors
Georgia
$248K +$51 +1 +0%