FXO icon

First Trust Financials AlphaDEX Fund

184 hedge funds and large institutions have $692M invested in First Trust Financials AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
-14
Holders Change %
-7.07%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
55
Reduced
74
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
126
Purus Wealth Management
California
$285K
SIG
127
Sargent Investment Group
Maryland
$268K
JWCA
128
J.W. Cole Advisors
Florida
$248K +$24.8K +638 +11%
PA
129
PFG Advisors
Arizona
$245K +$245K +6,309 New
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$240K -$13.5K -346 -5%
IWC
131
Integrated Wealth Concepts
Massachusetts
$236K -$261K -6,711 -52%
TA
132
TFG Advisers
Michigan
$222K +$934 +24 +0.4%
IPW
133
IronBridge Private Wealth
Texas
$222K +$222K +5,721 New
CAP
134
Columbia Advisory Partners
Washington
$221K +$221K +5,677 New
NWMG
135
National Wealth Management Group
Ohio
$217K -$370K -9,531 -63%
SFPG
136
Stonebridge Financial Planning Group
Florida
$216K +$5.84K +150 +3%
CFCI
137
Comprehensive Financial Consultants Institutional
Indiana
$209K -$7.56K -194 -3%
VVP
138
Venture Visionary Partners
Ohio
$209K
FAIM
139
Financial Advocates Investment Management
Washington
$202K +$24.7K +635 +14%
US Bancorp
140
US Bancorp
Minnesota
$199K -$36.9K -950 -16%
TCWM
141
Total Clarity Wealth Management
Illinois
$196K +$8.32K +214 +4%
FEG
142
Financial Enhancement Group
Indiana
$186K -$3.89M -100,323 -95%
FFC
143
First Financial Corp
Indiana
$186K -$7.07K -182 -4%
MIM
144
MTM Investment Management
South Carolina
$176K
Citigroup
145
Citigroup
New York
$165K -$35.7K -920 -18%
DWP
146
Destiny Wealth Partners
Florida
$143K
CF
147
Centaurus Financial
California
$131K -$7.41K -191 -5%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$123K -$21.1K -544 -15%
AWM
149
Avior Wealth Management
Nebraska
$122K -$7.38K -191 -6%
AP
150
Atwood & Palmer
Missouri
$106K