FXO icon

First Trust Financials AlphaDEX Fund

209 hedge funds and large institutions have $1.05B invested in First Trust Financials AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 88 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+37
Holders Change %
+21.51%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
55
Increased
88
Reduced
40
Closed
15
Calls
$444K
Puts
Net Calls
+$444K
Net Calls Change
+$444K
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
126
Geneos Wealth Management
Colorado
$460K -$46.5K -1,004 -9%
LS
127
Leelyn Smith
Illinois
$455K +$455K +9,836 New
APA
128
American Portfolios Advisors
New York
$442K -$1.16K -25 -0.3%
EH
129
Equitable Holdings
New York
$439K +$45.5K +983 +12%
TRCT
130
Tower Research Capital (TRC)
New York
$439K +$304K +6,558 +225%
CBFP
131
Cedar Brook Financial Partners
Ohio
$421K -$13.9K -301 -3%
SWM
132
SeaCrest Wealth Management
New York
$417K +$51.8K +1,119 +14%
WI
133
Wintrust Investments
Illinois
$413K +$35.9K +774 +10%
KWM
134
Kingsview Wealth Management
Oregon
$399K
LA
135
LexAurum Advisors
Kansas
$391K -$1.44M -31,157 -79%
PAG
136
Private Advisory Group
Washington
$377K -$268K -5,799 -42%
LWM
137
Laidlaw Wealth Management
New York
$373K
SFS
138
Security Financial Services
Indiana
$372K +$372K +8,030 New
MW
139
Marks Wealth
Maryland
$355K +$355K +7,664 New
KA
140
Kovack Advisors
Florida
$355K +$355K +7,670 New
RA
141
RFG Advisory
Alabama
$344K +$55.5K +1,201 +19%
PWM
142
Purus Wealth Management
California
$340K -$27.7K -599 -8%
WW
143
Waterfront Wealth
Kansas
$327K -$19.7K -425 -6%
SWP
144
Stratos Wealth Partners
Ohio
$321K -$2.21M -47,713 -87%
SIG
145
Sargent Investment Group
Maryland
$319K +$22.2K +480 +7%
QCIG
146
Quad-Cities Investment Group
Iowa
$314K +$18.7K +403 +6%
IA
147
IFP Advisors
Florida
$308K -$14K -303 -4%
AWM
148
Axxcess Wealth Management
California
$294K +$294K +6,349 New
LWA
149
Lineweaver Wealth Advisors
Ohio
$292K -$41.3K -895 -12%
WDC
150
Woodward Diversified Capital
California
$265K +$265K +5,724 New