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First Trust Financials AlphaDEX Fund

174 hedge funds and large institutions have $1.46B invested in First Trust Financials AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 64 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+19
Holders Change %
+12.26%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
36
Increased
64
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ONB
126
Old National Bancorp
Indiana
$220K -$80.5K -2,400 -27%
LNC
127
Lincoln National Corp
Pennsylvania
$215K -$108K -3,209 -33%
HB
128
Horizon Bancorp
Indiana
$207K +$207K +6,168 New
MSAM
129
Moloney Securities Asset Management
Missouri
$206K +$206K +6,140 New
IA
130
IFP Advisors
Florida
$180K -$405K -12,214 -69%
APA
131
American Portfolios Advisors
New York
$179K +$27.2K +813 +18%
WAP
132
Wealthcare Advisory Partners
Pennsylvania
$146K
Fidelity Investments
133
Fidelity Investments
Massachusetts
$138K +$41.1K +1,229 +42%
BAM
134
Belpointe Asset Management
Nevada
$134K -$211K -6,275 -61%
TFA
135
Transamerica Financial Advisors
Florida
$131K -$11.9K -352 -8%
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$126K -$14.2K -425 -10%
US Bancorp
137
US Bancorp
Minnesota
$116K +$1.27K +38 +1%
BWP
138
Baldwin Wealth Partners
Massachusetts
$104K
JAWM
139
J. Arnold Wealth Management
Ohio
$97K +$97K +2,900 New
Deutsche Bank
140
Deutsche Bank
Germany
$87K -$45.7K -1,385 -34%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$79K +$79K +2,350 New
HWA
142
Heritage Wealth Advisors
Virginia
$63.7K
RCG
143
Ruggie Capital Group
Florida
$56K -$427K -12,767 -88%
SL
144
Salomon & Ludwin
Virginia
$45K
TCWM
145
Total Clarity Wealth Management
Illinois
$42K +$42K +1,248 New
BCWM
146
Bartlett & Co Wealth Management
Ohio
$40.5K
CIAS
147
Capital Investment Advisory Services
North Carolina
$40K
CAAS
148
Capital Asset Advisory Services
Michigan
$38K +$38K +1,102 New
HR
149
Howe & Rusling
New York
$34K -$9.8K -295 -22%
TL
150
TrueWealth LLC
Georgia
$31K