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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

174 hedge funds and large institutions have $489M invested in First Trust Financials AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 93 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-33
Holders Change %
-15.94%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
40
Reduced
93
Closed
41
Calls
$226K
Puts
$298K
Net Calls
-$72K
Net Calls Change
-$72K

Top Buyers

1
CAS
Coppell Advisory Solutions
Texas
$4.51M
2
Wells Fargo
Wells Fargo
California
$65.6M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.9M
4
TRCT
Tower Research Capital (TRC)
New York
$2.16M
5
KAS
Kestra Advisory Services
Texas
$6.11M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$87.3M
2
UBS Group
UBS Group
Switzerland
$17.3M
3
PS
Portfolio Strategies
New York
$0
4
Millennium Management
Millennium Management
New York
$1.22M
5
AWM
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
126
Laidlaw Wealth Management
New York
$228K -$75.4K -2,000 -25%
IA
127
IFP Advisors
Florida
$223K +$8.48K +225 +4%
BW
128
Bison Wealth
Georgia
$222K +$222K +5,894 New
TA
129
TFG Advisers
Michigan
$220K +$1.7K +45 +0.8%
WS
130
Wedbush Securities
California
$217K -$87.2K -2,315 -29%
PTC
131
Private Trust Company
Ohio
$210K +$102K +2,700 +94%
PWM
132
Purus Wealth Management
California
$208K -$68.4K -1,815 -25%
Citigroup
133
Citigroup
New York
$172K +$103K +2,721 +148%
BAM
134
Bellevue Asset Management
Washington
$172K – – –
FFA
135
Founders Financial Alliance
North Carolina
$170K +$9.39K +249 +6%
FFC
136
First Financial Corp
Indiana
$169K -$9.16K -243 -5%
MIM
137
MTM Investment Management
South Carolina
$159K -$9.05K -240 -5%
FFA
138
Farther Finance Advisors
California
$116K -$1.17K -31 -1%
US Bancorp
139
US Bancorp
Minnesota
$105K -$79.8K -2,116 -43%
AP
140
Atwood & Palmer
Missouri
$103K -$70.5K -1,870 -41%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$92.5K -$547K -14,258 -86%
AWM
142
Avior Wealth Management
Nebraska
$87.9K -$65.2K -1,729 -43%
CIAS
143
Capital Investment Advisory Services
North Carolina
$87.3K +$151 +4 +0.2%
RIA
144
Realta Investment Advisors
Delaware
$75.7K -$352K -9,351 -82%
Fidelity Investments
145
Fidelity Investments
Massachusetts
$48.7K +$29.8K +791 +158%
CFGS
146
Concourse Financial Group Securities
Alabama
$47.7K -$165K -4,380 -78%
BC
147
Bartlett & Co
Ohio
$46K – – –
BCWM
148
Bartlett & Co Wealth Management
Ohio
$45.6K – – –
AA
149
Addison Advisors
Vermont
$44.5K – – –
PIAS
150
PCA Investment Advisory Services
Ohio
$41.3K +$41.3K +1,096 New
4 5
6
7 8