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First Trust Financials AlphaDEX Fund

186 hedge funds and large institutions have $537M invested in First Trust Financials AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 40 increasing their positions, 89 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+11
Holders Change %
+6.29%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
40
Reduced
89
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
126
WealthSource Partners
California
$232K -$43.3K -1,000 -16%
IA
127
IFP Advisors
Florida
$229K -$10.6K -246 -4%
VVP
128
Venture Visionary Partners
Ohio
$225K +$225K +5,200 New
RFG
129
REAP Financial Group
Texas
$224K +$224K +5,185 New
PCIA
130
Prime Capital Investment Advisors
Kansas
$224K +$224K +5,179 New
RFA
131
Register Financial Advisors
Georgia
$210K +$210K +4,840 New
PTC
132
Private Trust Company
Ohio
$209K -$41.4K -956 -17%
Envestnet Portfolio Solutions
133
Envestnet Portfolio Solutions
Illinois
$206K +$206K +4,768 New
WFA
134
WMG Financial Advisors
Tennessee
$205K +$205K +4,725 New
PBF
135
Petix & Botte Financial
California
$202K +$202K +4,672 New
FFC
136
First Financial Corp
Indiana
$194K
MIM
137
MTM Investment Management
South Carolina
$183K
ST
138
Smithfield Trust
Pennsylvania
$145K +$145K +3,483 New
IPW
139
Impact Partnership Wealth
Georgia
$145K
CAS
140
Coppell Advisory Solutions
Texas
$120K +$106K +2,460 +799%
BAM
141
Bellevue Asset Management
Washington
$110K -$71.6K -1,653 -39%
NA
142
NewEdge Advisors
Louisiana
$110K -$96.4K -2,228 -47%
CFGS
143
Concourse Financial Group Securities
Alabama
$104K +$48.2K +1,113 +87%
HB
144
Horizon Bancorp
Indiana
$99K
AWM
145
Avior Wealth Management
Nebraska
$98.1K
OSAM
146
O'Shaughnessy Asset Management
Connecticut
$91K +$16.1K +373 +22%
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$81.1K
FFO
148
Fortitude Family Office
Arizona
$78.8K +$78.8K +1,821 New
NFA
149
Northwest Financial Advisors
Virginia
$76.3K +$76.3K +1,763 New
FFA
150
Founders Financial Alliance
North Carolina
$73.4K -$3.85K -89 -5%