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First Trust Financials AlphaDEX Fund

149 hedge funds and large institutions have $497M invested in First Trust Financials AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 35 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
3.33%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
32
Increased
35
Reduced
64
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
126
Liberty Wealth Management
California
$22K +$22K +851 New
GWS
127
Glassman Wealth Services
Virginia
$21K -$173K -6,289 -89%
WIM
128
Westside Investment Management
California
$19.7K
FANJ
129
Financial Architects (New Jersey)
New Jersey
$19K
FHA
130
Flagship Harbor Advisors
Massachusetts
$18K -$18.7K -700 -51%
CA
131
Claro Advisors
Massachusetts
$18K +$18K +550 New
AA
132
AlphaMark Advisors
Kentucky
$12K -$2.67K -100 -18%
AF
133
Allworth Financial
California
$12K
RFWA
134
RPg Family Wealth Advisory
Massachusetts
$11.5K +$11.5K +426 New
Deutsche Bank
135
Deutsche Bank
Germany
$10K
TIM
136
Tortoise Investment Management
New York
$8K
NWM
137
Northwest Wealth Management
Iowa
$6K
WTC
138
WhitTier Trust Company
Nevada
$6K +$6K +224 New
PCG
139
Private Capital Group
Connecticut
$5K
FHA
140
First Horizon Advisors
Tennessee
$5K +$69 +3 +1%
SIS
141
Sound Income Strategies
Florida
$4K -$24.6K -955 -86%
1NWS
142
1 North Wealth Services
Maryland
$4K +$4K +158 New
RFM
143
Royal Fund Management
Florida
$3K
TFS
144
TrustCore Financial Services
Tennessee
$2K
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$2K
KCM
146
Karp Capital Management
California
$2K +$2K +83 New
WT
147
Whittier Trust
California
$1K
TFA
148
Toth Financial Advisory
Virginia
$1K +$1K +50 New
NA
149
Navellier & Associates
Nevada
-$22.2M -695,006 Closed
SAM
150
Shamrock Asset Management
Texas
-$4.46M -139,532 Closed