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First Trust Financials AlphaDEX Fund

174 hedge funds and large institutions have $901M invested in First Trust Financials AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 91 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+22
Holders Change %
+14.47%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
34
Increased
91
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
151
Global Retirement Partners
California
$51K +$6.13K +140 +14%
MA
152
MUFG Americas
New York
$44K
CIR
153
Clear Investment Research
Georgia
$40K +$19.6K +452 +96%
LWM
154
Liberty Wealth Management
California
$39K +$345 +8 +0.9%
S
155
SignatureFD
Georgia
$37K +$37K +840 New
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$36K
Fidelity Investments
157
Fidelity Investments
Massachusetts
$27K -$12.5K -289 -32%
WT
158
Washington Trust
Rhode Island
$26K +$2.37K +55 +10%
HCP
159
Hexagon Capital Partners
Arkansas
$22K
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$21K +$21K +475 New
AWM
161
Accel Wealth Management
Iowa
$20K +$20K +451 New
AF
162
Allworth Financial
California
$19K
MA
163
MCF Advisors
Kentucky
$17K
TAM
164
Tucker Asset Management
Colorado
$17K -$262 -6 -2%
FHA
165
First Horizon Advisors
Tennessee
$16K
AA
166
AlphaMark Advisors
Kentucky
$15K
SPWG
167
Sage Private Wealth Group
Illinois
$9K
HR
168
Howe & Rusling
New York
$5K
CAAS
169
Capital Asset Advisory Services
Michigan
$5K
IPW
170
IronBridge Private Wealth
Texas
$2K -$12.1K -254 -86%
KFI
171
Key Financial Inc
Pennsylvania
$2K
WT
172
Whittier Trust
California
$2K
ACA
173
Aptus Capital Advisors
Alabama
$1K
WIM
174
Westside Investment Management
California
$15
FTS
175
Fifth Third Securities
Ohio
-$711K -17,070 Closed