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First Trust Financials AlphaDEX Fund

152 hedge funds and large institutions have $641M invested in First Trust Financials AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 51 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+25
Holders Change %
+19.69%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
41
Increased
51
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BC
126
Bartlett & Co
Ohio
$50K
CIAS
127
Capital Investment Advisory Services
North Carolina
$50K
GRP
128
Global Retirement Partners
California
$43K
MA
129
MUFG Americas
New York
$42K
Fidelity Investments
130
Fidelity Investments
Massachusetts
$38K +$32.5K +779 +586%
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$37K +$37K +900 New
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$34K +$34K +813 New
LWM
133
Liberty Wealth Management
California
$31K
WT
134
Washington Trust
Rhode Island
$23K +$23K +548 New
HCP
135
Hexagon Capital Partners
Arkansas
$20K
CIR
136
Clear Investment Research
Georgia
$20K +$20K +472 New
AF
137
Allworth Financial
California
$18K
MA
138
MCF Advisors
Kentucky
$17K
TAM
139
Tucker Asset Management
Colorado
$16.4K +$16.4K +395 New
FHA
140
First Horizon Advisors
Tennessee
$16K +$16K +385 New
AA
141
AlphaMark Advisors
Kentucky
$15K
HPC
142
HM Payson & Co
Maine
$14K -$10.8K -266 -44%
SIS
143
Sound Income Strategies
Florida
$12.5K +$12.5K +300 New
IPW
144
IronBridge Private Wealth
Texas
$12K -$8.42M -207,722 -100%
SPWG
145
Sage Private Wealth Group
Illinois
$8K +$41 +1 +0.5%
HR
146
Howe & Rusling
New York
$5K -$391 -9 -7%
CAAS
147
Capital Asset Advisory Services
Michigan
$5K
KFI
148
Key Financial Inc
Pennsylvania
$2K
MWA
149
Moser Wealth Advisors
Washington
$2K +$2K +47 New
ACA
150
Aptus Capital Advisors
Alabama
$1K