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First Trust Financials AlphaDEX Fund

145 hedge funds and large institutions have $534M invested in First Trust Financials AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+1
Holders Change %
+0.69%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
23
Increased
53
Reduced
51
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NC
126
NewSquare Capital
Pennsylvania
$30K
TL
127
TrueWealth LLC
Georgia
$29K
FANJ
128
Financial Architects (New Jersey)
New Jersey
$28K +$10.9K +342 +64%
Deutsche Bank
129
Deutsche Bank
Germany
$28K +$16.9K +564 +151%
LWM
130
Liberty Wealth Management
California
$27K +$95 +3 +0.4%
NFG
131
Next Financial Group
Texas
$21K +$21K +674 New
GRP
132
Global Retirement Partners
California
$16K +$6.08K +187 +61%
RIA
133
Realta Investment Advisors
Delaware
$15K +$15K +467 New
AF
134
Allworth Financial
California
$14K
AA
135
AlphaMark Advisors
Kentucky
$11K +$6.29K +200 +133%
TIM
136
Tortoise Investment Management
New York
$10K
FHA
137
Flagship Harbor Advisors
Massachusetts
$8K -$11.6K -400 -59%
SIS
138
Sound Income Strategies
Florida
$5K
RWA
139
Redhawk Wealth Advisors
Minnesota
$5K +$5K +153 New
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$3K
TFS
141
TrustCore Financial Services
Tennessee
$2K
WT
142
Whittier Trust
California
$1K
WIM
143
Westside Investment Management
California
$23 +$23 +728 New
AA
144
Advisory Alpha
Michigan
-$3.48M -110,717 Closed
Jane Street
145
Jane Street
New York
-$1.4M -46,162 Closed
BCM
146
Breiter Capital Management
Florida
-$897K -28,891 Closed
SS
147
Simplicity Solutions
Minnesota
-$545K -18,017 Closed
SWM
148
Sequoia Wealth Management
Illinois
-$536K -17,660 Closed
MAFM
149
Mid Atlantic Financial Management
Pennsylvania
-$245K -8,085 Closed
FHC
150
First Heartland Consultants
Missouri
-$209K -6,905 Closed