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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

127 hedge funds and large institutions have $326M invested in First Trust Financials AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 69 reducing their positions, and 60 closing their positions.

Holders
127
Holders Change
-47
Holders Change %
-27.01%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
17
Increased
25
Reduced
69
Closed
60
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$8.86M
2
RW
2
RVW Wealth
California
$5.29M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.31M
4
TRCT
4
Tower Research Capital (TRC)
New York
$2.49M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$2.18M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
Wells Fargo
2
Wells Fargo
California
$48.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$74.2M
4
Bank of America
4
Bank of America
North Carolina
$25.3M
5
NC
5
NewSquare Capital
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
151
Claraphi Advisory Network
United States
$0 6 -14,167 -100%
RIA
152
Realta Investment Advisors
Delaware
– – -11,491 Closed
NA
153
Navellier & Associates
Nevada
– – -10,674 Closed
CWA
154
Clarus Wealth Advisors
Arizona
– – -10,438 Closed
TA
155
TFG Advisers
Michigan
– – -9,008 Closed
WIA
156
World Investment Advisors
California
– – -8,800 Closed
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
– – -8,685 Closed
NNP
158
Nachman Norwood & Parrott
South Carolina
– – -8,351 Closed
FAAS
159
First Allied Advisory Services
California
– – -7,786 Closed
KA
160
Kovack Advisors
Florida
– – -7,700 Closed
AW
161
ACG Wealth
Georgia
– – -7,599 Closed
SWM
162
SeaCrest Wealth Management
New York
– – -7,432 Closed
Renaissance Technologies
163
Renaissance Technologies
New York
– – -7,400 Closed
SIG
164
Sargent Investment Group
Maryland
– – -6,930 Closed
FWM
165
Foresight Wealth Management
Utah
– – -6,780 Closed
IA
166
IFG Advisory
Georgia
– – -6,686 Closed
Comerica Bank
167
Comerica Bank
Texas
– – -6,621 Closed
ONB
168
Old National Bancorp
Indiana
– – -6,560 Closed
LNC
169
Lincoln National Corp
Pennsylvania
– – -6,416 Closed
MSAM
170
Moloney Securities Asset Management
Missouri
– – -6,140 Closed
BAM
171
Belpointe Asset Management
Nevada
– – -3,984 Closed
TFA
172
Transamerica Financial Advisors
Florida
– – -3,887 Closed
JAWM
173
J. Arnold Wealth Management
Ohio
– – -2,900 Closed
Deutsche Bank
174
Deutsche Bank
Germany
– – -2,634 Closed
WQ
175
Wealth Quarterback
New Jersey
– – -2,026 Closed
4 5 6
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