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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

149 hedge funds and large institutions have $497M invested in First Trust Financials AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 35 increasing their positions, 64 reducing their positions, and 25 closing their positions.

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
3.33%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
32
Increased
35
Reduced
64
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$15M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.59M
3
AA
3
Advisory Alpha
Michigan
$3.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.01M
5
TRCT
5
Tower Research Capital (TRC)
New York
$2.81M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$64.4M
2
NA
2
Navellier & Associates
Nevada
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$107M
4
Ameriprise
4
Ameriprise
Minnesota
$5.42M
5
UBS Group
5
UBS Group
Switzerland
$55M
Name Market Value Shares Shares
Change 		Shares
Change %
VCM
151
Virtue Capital Management
Tennessee
– – -110,839 Closed
JWS
152
Juncture Wealth Strategies
Arizona
– – -65,778 Closed
CWM
153
Cornerstone Wealth Management
Missouri
– – -49,395 Closed
BFA
154
Beaumont Financial Advisors
Massachusetts
– – -38,276 Closed
BCM
155
Breiter Capital Management
Florida
– – -33,489 Closed
Koshinski Asset Management
156
Koshinski Asset Management
Illinois
– – -20,676 Closed
LI
157
LVZ Inc
Michigan
– – -18,969 Closed
IAA
158
Independent Advisor Alliance
North Carolina
– – -14,837 Closed
KWM
159
Kingsview Wealth Management
Oregon
– – -12,726 Closed
CC
160
Cedar Capital
Illinois
– – -8,403 Closed
MSAM
161
Moloney Securities Asset Management
Missouri
– – -8,034 Closed
Creative Planning
162
Creative Planning
Kansas
– – -7,937 Closed
ACI
163
Alpha Cubed Investments
California
– – -6,725 Closed
M&T Bank
164
M&T Bank
New York
– – -6,426 Closed
SPIA
165
Steward Partners Investment Advisory
New York
– – -4,196 Closed
BAM
166
Belpointe Asset Management
Nevada
– – -4,139 Closed
CI
167
CX Institutional
Indiana
– – -2,967 Closed
RCAG
168
Rehmann Capital Advisory Group
Michigan
– – -1,584 Closed
NFG
169
Next Financial Group
Texas
– – -712 Closed
MWPCG
170
Measured Wealth Private Client Group
New Hampshire
– – -700 Closed
William Blair & Company
171
William Blair & Company
Illinois
– – -600 Closed
CAG
172
Csenge Advisory Group
Florida
– – -260 Closed
SFM
173
Signet Financial Management
New Jersey
– – -197 Closed
Parallax Volatility Advisers
174
Parallax Volatility Advisers
California
$0 1 -2 -67%
3 4 5 6
7