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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

198 hedge funds and large institutions have $998M invested in First Trust Financials AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 81 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
-11
Holders Change %
-5.26%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
19
Increased
81
Reduced
68
Closed
28
Calls
$459K
Puts
–
Net Calls
+$459K
Net Calls Change
+$15K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$63.6M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$73.3M
3
Wells Fargo
Wells Fargo
California
$112M
4
LPL Financial
LPL Financial
California
$99.2M
5
PAG
Private Advisor Group
New Jersey
$8.38M

Top Sellers

1
CCFM
Clear Creek Financial Management
Washington
$0
2
EE
EWG Elevate
California
$0
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.39M
4
DADC
D.A. Davidson & Co
Montana
$3.7M
5
Bank of America
Bank of America
North Carolina
$46.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
126
Security Financial Services
Indiana
$369K – – –
FTUS
127
Flow Traders U.S.
New York
$361K +$361K +7,863 New
FH
128
FWG Holdings
Florida
$347K -$478K -10,397 -58%
QCIG
129
Quad-Cities Investment Group
Iowa
$346K +$34.8K +759 +11%
PWM
130
Purus Wealth Management
California
$337K – – –
Renaissance Technologies
131
Renaissance Technologies
New York
$326K -$620K -13,500 -66%
IA
132
IFG Advisory
Georgia
$322K +$322K +7,019 New
SIG
133
Sargent Investment Group
Maryland
$316K – – –
WFA
134
WMG Financial Advisors
Tennessee
$304K +$81.8K +1,780 +37%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$299K -$163K -3,564 -35%
WW
136
Waterfront Wealth
Kansas
$299K -$15.6K -350 -5%
AWM
137
Axxcess Wealth Management
California
$291K -$966 -21 -0.3%
LWA
138
Lineweaver Wealth Advisors
Ohio
$291K +$505 +11 +0.2%
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
$282K -$3.23M -70,442 -92%
US Bancorp
140
US Bancorp
Minnesota
$279K -$491K -10,694 -64%
MCC
141
Money Concepts Capital
Florida
$275K +$229K +4,984 +493%
IWM
142
IHT Wealth Management
Illinois
$269K -$1.3M -28,317 -83%
JWCA
143
J.W. Cole Advisors
Florida
$264K +$21.8K +474 +9%
TA
144
TFG Advisers
Michigan
$261K +$873 +19 +0.3%
SFPG
145
Stonebridge Financial Planning Group
Florida
$248K -$18.4K -400 -7%
VVP
146
Venture Visionary Partners
Ohio
$246K -$1.05M -23,000 -81%
Citigroup
147
Citigroup
New York
$238K +$2.85K +62 +1%
MSAM
148
Moloney Securities Asset Management
Missouri
$237K +$782 +17 +0.3%
CFCI
149
Comprehensive Financial Consultants Institutional
Indiana
$236K – – –
EP
150
Eudaimonia Partners
Tennessee
$231K +$231K +5,040 New
4 5
6
7 8