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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

182 hedge funds and large institutions have $483M invested in First Trust Financials AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 73 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
–
Holders Change %
0%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
55
Reduced
73
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$23.2M
2
SAM
Secure Asset Management
Michigan
$3.94M
3
SWP
Stratos Wealth Partners
Ohio
$2.71M
4
Osaic Holdings
Osaic Holdings
Arizona
$6.94M
5
Ameriprise
Ameriprise
Minnesota
$8.03M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$4.14M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$16M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.62M
4
RJA
Raymond James & Associates
Florida
$11.9M
5
LNC
Lincoln National Corp
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VVP
126
Venture Visionary Partners
Ohio
$241K – – –
RFA
127
ROI Financial Advisors
Oregon
$232K +$651 +13 +0.3%
PCIA
128
Prime Capital Investment Advisors
Kansas
$230K -$9.54K -206 -4%
RFA
129
Register Financial Advisors
Georgia
$225K – – –
RJT
130
Raymond James Trust
Florida
$220K -$61.8K -1,334 -22%
WFA
131
WMG Financial Advisors
Tennessee
$219K – – –
PBF
132
Petix & Botte Financial
California
$216K +$216K +4,672 New
RFG
133
REAP Financial Group
Texas
$211K -$37.6K -813 -15%
PWM
134
Purus Wealth Management
California
$204K – – –
PTC
135
Private Trust Company
Ohio
$202K +$1.71K +37 +0.9%
MIM
136
MTM Investment Management
South Carolina
$195K – – –
Jones Financial Companies
137
Jones Financial Companies
Missouri
$186K +$185K +4,004 +36,400%
FFC
138
First Financial Corp
Indiana
$142K -$17.4K -376 -11%
BEI
139
Benjamin Edwards Inc
Missouri
$129K +$16.2K +351 +14%
AF
140
Allworth Financial
California
$122K – – –
FFA
141
Farther Finance Advisors
California
$105K -$1.53K -33 -1%
CFGS
142
Concourse Financial Group Securities
Alabama
$102K -$5.23K -113 -5%
ATPW
143
Ashton Thomas Private Wealth
Arizona
$93.2K +$93.2K +2,013 New
BAM
144
Bellevue Asset Management
Washington
$82.5K -$7.27K -157 -8%
FFA
145
Founders Financial Alliance
North Carolina
$78.5K – – –
VF
146
VitalStone Financial
Texas
$78.2K +$4.26K +92 +6%
Fidelity Investments
147
Fidelity Investments
Massachusetts
$76.5K +$19K +411 +33%
T
148
Tidemark
California
$65.2K -$6.57K -142 -9%
AA
149
Addison Advisors
Vermont
$54.6K – – –
US Bancorp
150
US Bancorp
Minnesota
$54K -$8.98K -194 -14%
4 5
6
7 8