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First Trust Financials AlphaDEX Fund

229 hedge funds and large institutions have $2.64B invested in First Trust Financials AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 85 increasing their positions, 57 reducing their positions, and 6 closing their positions.

Holders
229
Holders Change
+41
Holders Change %
+21.81%
% of All Funds
3.05%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
51
Increased
85
Reduced
57
Closed
6
Calls
$406K
Puts
Net Calls
+$406K
Net Calls Change
+$406K
Name Holding Trade Value Shares
Change
Shares
Change %
GM
101
GeoWealth Management
Illinois
$742K -$179K -3,299 -19%
MWM
102
MinichMacGregor Wealth Management
New York
$699K +$699K +12,910 New
T
103
Transce3nd
Texas
$695K +$695K +12,718 New
KPWS
104
Kestra Private Wealth Services
Texas
$668K +$7.31K +135 +1%
OIA
105
OneDigital Investment Advisors
Kansas
$668K +$144K +2,660 +27%
HAG
106
HF Advisory Group
Maryland
$653K -$51.2K -946 -7%
National Bank of Canada
107
National Bank of Canada
Quebec, Canada
$637K +$22.2K +410 +4%
SEP
108
Southland Equity Partners
Missouri
$633K
GWSG
109
GPS Wealth Strategies Group
Colorado
$602K -$33.2K -613 -5%
Mariner
110
Mariner
Kansas
$595K
William Blair & Company
111
William Blair & Company
Illinois
$590K
JWCA
112
J.W. Cole Advisors
Florida
$571K +$6.39K +118 +1%
ATC
113
Argent Trust Co
Tennessee
$541K
SI
114
Stephens Inc
Arkansas
$524K +$5.9K +109 +1%
MCM
115
MAI Capital Management
Ohio
$523K -$2K -37 -0.4%
GVAG
116
Great Valley Advisor Group
Delaware
$521K -$49.3K -910 -9%
GWM
117
Geneos Wealth Management
Colorado
$506K +$205K +3,778 +68%
OC
118
Oppenheimer & Co
New York
$500K +$500K +9,235 New
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$471K +$50K +923 +12%
EH
120
Equitable Holdings
New York
$469K
IWC
121
Integrated Wealth Concepts
Massachusetts
$467K +$54 +1 +0%
ATPW
122
Ashton Thomas Private Wealth
Arizona
$465K +$465K +8,583 New
GRP
123
Global Retirement Partners
California
$454K +$62.7K +1,158 +16%
SEIA
124
Signature Estate & Investment Advisors
California
$440K +$20.2K +374 +5%
KA
125
Kovack Advisors
Florida
$440K +$440K +8,137 New