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First Trust Financials AlphaDEX Fund

172 hedge funds and large institutions have $848M invested in First Trust Financials AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
-2
Holders Change %
-1.15%
% of All Funds
3.02%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
18
Increased
61
Reduced
56
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HIS
126
Harvest Investment Services
Illinois
$206K -$13.9K -315 -6%
Comerica Bank
127
Comerica Bank
Texas
$203K +$203K +4,204 New
MIM
128
MTM Investment Management
South Carolina
$197K
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$176K +$140K +3,158 +388%
Citigroup
130
Citigroup
New York
$168K -$228K -5,150 -58%
DWP
131
Destiny Wealth Partners
Florida
$162K -$73.9K -1,676 -31%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$140K
TRCT
133
Tower Research Capital (TRC)
New York
$129K -$170K -3,854 -57%
AWM
134
Avior Wealth Management
Nebraska
$129K +$129K +2,927 New
AP
135
Atwood & Palmer
Missouri
$121K
FFA
136
Founders Financial Alliance
North Carolina
$92K -$1.08K -24 -1%
BEI
137
Benjamin Edwards Inc
Missouri
$87K
OFG
138
Oxford Financial Group
Indiana
$80K +$80K +1,815 New
OSAM
139
O'Shaughnessy Asset Management
Connecticut
$76K
BC
140
Bartlett & Co
Ohio
$54K
BCWM
141
Bartlett & Co Wealth Management
Ohio
$53.5K
AA
142
Addison Advisors
Vermont
$52K
CIAS
143
Capital Investment Advisory Services
North Carolina
$52K
GRP
144
Global Retirement Partners
California
$52K
Fidelity Investments
145
Fidelity Investments
Massachusetts
$46K +$18.4K +415 +67%
LAS
146
Lloyd Advisory Services
Georgia
$46K +$46K +1,045 New
MA
147
MUFG Americas
New York
$44K
CIR
148
Clear Investment Research
Georgia
$41K +$221 +5 +0.5%
LWM
149
Liberty Wealth Management
California
$40K +$220 +5 +0.6%
S
150
SignatureFD
Georgia
$37K