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First Trust Financials AlphaDEX Fund

207 hedge funds and large institutions have $653M invested in First Trust Financials AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 77 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-6
Holders Change %
-2.82%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
65
Reduced
77
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFL
126
Financial Freedom LLC
Ohio
$350K +$67K +1,796 +24%
HB
127
Horizon Bancorp
Indiana
$330K
SG
128
StoneX Group
New York
$318K +$6.31K +169 +2%
SWP
129
Stratos Wealth Partners
Ohio
$317K -$42.2K -1,129 -12%
RFWA
130
RPg Family Wealth Advisory
Massachusetts
$316K -$95.4K -2,555 -23%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$304K +$49.4K +1,325 +19%
WS
132
Wedbush Securities
California
$302K -$32.7K -875 -10%
LWM
133
Laidlaw Wealth Management
New York
$301K +$37 +1 +0%
SFS
134
Security Financial Services
Indiana
$300K
AR
135
Apeiron RIA
Texas
$298K +$298K +7,971 New
LA
136
LexAurum Advisors
Kansas
$294K -$7.17K -192 -2%
AFWM
137
AMJ Financial Wealth Management
Virginia
$285K +$285K +7,633 New
JWCA
138
J.W. Cole Advisors
Florida
$284K +$37.3K +998 +15%
CFCI
139
Comprehensive Financial Consultants Institutional
Indiana
$284K +$85.6K +2,294 +43%
PA
140
PFG Advisors
Arizona
$282K -$1.64K -44 -0.6%
PWM
141
Purus Wealth Management
California
$273K
CWM
142
Catalyst Wealth Management
Georgia
$267K +$267K +7,160 New
UCFA
143
United Capital Financial Advisors
Texas
$266K -$319K -8,546 -54%
IA
144
IFG Advisory
Georgia
$256K -$37.6K -1,006 -13%
FH
145
FWG Holdings
Florida
$253K +$149 +4 +0.1%
SIG
146
Sargent Investment Group
Maryland
$238K
RJT
147
Raymond James Trust
Florida
$237K +$237K +6,361 New
AAS
148
Avantax Advisory Services
Texas
$237K +$14.6K +392 +7%
IWM
149
IHT Wealth Management
Illinois
$235K -$2.84K -76 -1%
EP
150
Eudaimonia Partners
Tennessee
$232K