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First Trust Financials AlphaDEX Fund

175 hedge funds and large institutions have $434M invested in First Trust Financials AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 84 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
42
Reduced
84
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CW
126
CreativeOne Wealth
Kansas
$211K -$551K -14,582 -72%
IA
127
IFP Advisors
Florida
$209K -$15K -396 -7%
PWM
128
Purus Wealth Management
California
$208K
GWP
129
Gateway Wealth Partners
Wisconsin
$207K +$207K +5,473 New
NA
130
NewEdge Advisors
Louisiana
$180K -$89.6K -2,369 -33%
FFC
131
First Financial Corp
Indiana
$170K
MIM
132
MTM Investment Management
South Carolina
$160K
BAM
133
Bellevue Asset Management
Washington
$159K -$13.4K -353 -8%
IPW
134
Impact Partnership Wealth
Georgia
$126K +$126K +3,340 New
FFA
135
Farther Finance Advisors
California
$94.6K -$21.5K -569 -19%
CIAS
136
Capital Investment Advisory Services
North Carolina
$87.8K +$227 +6 +0.3%
HB
137
Horizon Bancorp
Indiana
$86K -$292K -7,757 -77%
AWM
138
Avior Wealth Management
Nebraska
$85.7K -$2.46K -65 -3%
RIA
139
Realta Investment Advisors
Delaware
$75.7K
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$74K -$21.9K -550 -23%
FFA
141
Founders Financial Alliance
North Carolina
$67.5K -$103K -2,735 -61%
OSAM
142
O'Shaughnessy Asset Management
Connecticut
$65.4K +$65.4K +1,728 New
US Bancorp
143
US Bancorp
Minnesota
$56.1K -$49.7K -1,313 -47%
CFGS
144
Concourse Financial Group Securities
Alabama
$48.3K +$492 +13 +1%
BC
145
Bartlett & Co
Ohio
$46K
BCWM
146
Bartlett & Co Wealth Management
Ohio
$45.8K
AA
147
Addison Advisors
Vermont
$44.6K
RW
148
RVW Wealth
California
$44.2K +$44.2K +1,168 New
BEI
149
Benjamin Edwards Inc
Missouri
$42K -$1.02M -27,032 -96%
Fidelity Investments
150
Fidelity Investments
Massachusetts
$35.8K -$13.2K -348 -27%