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First Trust Financials AlphaDEX Fund

182 hedge funds and large institutions have $507M invested in First Trust Financials AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 83 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-4
Holders Change %
-2.15%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
49
Reduced
83
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCIA
126
Prime Capital Investment Advisors
Kansas
$246K
NA
127
NewEdge Advisors
Louisiana
$246K +$126K +2,643 +104%
DC
128
Davenport & Co
Virginia
$242K +$242K +5,090 New
FTUS
129
Flow Traders U.S.
New York
$231K -$334K -7,006 -59%
RFA
130
Register Financial Advisors
Georgia
$231K +$855 +18 +0.4%
WFA
131
WMG Financial Advisors
Tennessee
$225K
RFA
132
ROI Financial Advisors
Oregon
$220K +$220K +4,623 New
AWS
133
Atria Wealth Solutions
New York
$211K +$211K +4,437 New
PWM
134
Purus Wealth Management
California
$210K +$210K +4,412 New
PTC
135
Private Trust Company
Ohio
$205K -$23.9K -502 -10%
MIM
136
MTM Investment Management
South Carolina
$201K
FFC
137
First Financial Corp
Indiana
$163K -$50.1K -1,054 -23%
IPW
138
Impact Partnership Wealth
Georgia
$159K
AF
139
Allworth Financial
California
$119K +$119K +2,500 New
BEI
140
Benjamin Edwards Inc
Missouri
$116K +$62.7K +1,320 +118%
CFGS
141
Concourse Financial Group Securities
Alabama
$110K -$3.52K -74 -3%
FFA
142
Farther Finance Advisors
California
$109K +$84.1K +1,790 +343%
HB
143
Horizon Bancorp
Indiana
$107K -$1.47K -31 -1%
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$99.8K
AWM
145
Avior Wealth Management
Nebraska
$98.8K -$8.94K -188 -8%
BAM
146
Bellevue Asset Management
Washington
$92.1K -$28.8K -606 -24%
FFO
147
Fortitude Family Office
Arizona
$86.5K
FFA
148
Founders Financial Alliance
North Carolina
$80.5K
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$78.2K -$10.2K -215 -12%
VF
150
VitalStone Financial
Texas
$76K +$19.8K +415 +35%