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First Trust Financials AlphaDEX Fund

213 hedge funds and large institutions have $694M invested in First Trust Financials AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+27
Holders Change %
+14.52%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
39
Increased
65
Reduced
76
Closed
10
Calls
$213K
Puts
Net Calls
+$213K
Net Calls Change
+$213K
Name Holding Trade Value Shares
Change
Shares
Change %
Renaissance Technologies
126
Renaissance Technologies
New York
$332K +$332K +8,100 New
LA
127
LexAurum Advisors
Kansas
$331K -$15.1K -369 -4%
LWM
128
Laidlaw Wealth Management
New York
$330K
SFS
129
Security Financial Services
Indiana
$329K
IA
130
IFG Advisory
Georgia
$321K -$41 -1 -0%
PA
131
PFG Advisors
Arizona
$311K +$41.8K +1,021 +16%
FFL
132
Financial Freedom LLC
Ohio
$311K +$311K +7,586 New
PWM
133
Purus Wealth Management
California
$300K +$41 +1 +0%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$280K +$18.2K +443 +7%
AW
135
Atlas Wealth
Ohio
$278K +$278K +6,796 New
FH
136
FWG Holdings
Florida
$277K -$32.4K -792 -10%
DC
137
Davenport & Co
Virginia
$273K +$6.36K +155 +2%
JWCA
138
J.W. Cole Advisors
Florida
$271K +$1.43K +35 +0.5%
SIG
139
Sargent Investment Group
Maryland
$263K -$19.7K -480 -7%
IWM
140
IHT Wealth Management
Illinois
$261K +$261K +6,373 New
IAS
141
Insigneo Advisory Services
Florida
$258K +$258K +6,310 New
QCIG
142
Quad-Cities Investment Group
Iowa
$257K -$32.1K -784 -11%
EP
143
Eudaimonia Partners
Tennessee
$254K
TSS
144
Two Sigma Securities
New York
$244K +$244K +5,964 New
AAS
145
Avantax Advisory Services
Texas
$244K +$244K +5,956 New
EA
146
Ergawealth Advisors
Illinois
$238K +$238K +5,803 New
TA
147
TFG Advisers
Michigan
$236K +$1.97K +48 +0.8%
VWA
148
Visionary Wealth Advisors
Illinois
$235K +$235K +5,737 New
CFCI
149
Comprehensive Financial Consultants Institutional
Indiana
$231K -$2K -46 -0.9%
SFPG
150
Stonebridge Financial Planning Group
Florida
$227K