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First Trust Financials AlphaDEX Fund

155 hedge funds and large institutions have $1.32B invested in First Trust Financials AlphaDEX Fund in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 59 increasing their positions, 44 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+10
Holders Change %
+6.9%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
59
Reduced
44
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$108K -$25.3K -800 -19%
FEG
127
Financial Enhancement Group
Indiana
$105K -$3.59M -112,929 -97%
BWP
128
Baldwin Wealth Partners
Massachusetts
$99K
Fidelity Investments
129
Fidelity Investments
Massachusetts
$92K +$45.5K +1,432 +98%
ASN
130
Advisory Services Network
Georgia
$86K
HWA
131
Heritage Wealth Advisors
Virginia
$60K
HR
132
Howe & Rusling
New York
$42K -$7.33K -230 -15%
SL
133
Salomon & Ludwin
Virginia
$42K
BCWM
134
Bartlett & Co Wealth Management
Ohio
$38.5K
BC
135
Bartlett & Co
Ohio
$38K
CIAS
136
Capital Investment Advisory Services
North Carolina
$38K
TL
137
TrueWealth LLC
Georgia
$29K
LWM
138
Liberty Wealth Management
California
$27K +$157 +5 +0.6%
NFG
139
Next Financial Group
Texas
$21K
LFG
140
Larson Financial Group
Missouri
$21K +$21K +668 New
FANJ
141
Financial Architects (New Jersey)
New Jersey
$17K -$10.9K -342 -39%
BWL
142
Bogart Wealth LLC
Virginia
$16K -$32K -1,000 -67%
GRP
143
Global Retirement Partners
California
$16K
AF
144
Allworth Financial
California
$14K
AA
145
AlphaMark Advisors
Kentucky
$11K
FIB
146
First Interstate Bank
Montana
$11K +$11K +350 New
TIM
147
Tortoise Investment Management
New York
$10K
FHA
148
Flagship Harbor Advisors
Massachusetts
$8K
SIS
149
Sound Income Strategies
Florida
$5K
1NWS
150
1 North Wealth Services
Maryland
$5K +$5K +158 New