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First Trust Financials AlphaDEX Fund

209 hedge funds and large institutions have $1.05B invested in First Trust Financials AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 88 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+37
Holders Change %
+21.51%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
55
Increased
88
Reduced
40
Closed
15
Calls
$444K
Puts
Net Calls
+$444K
Net Calls Change
+$444K
Name Holding Trade Value Shares
Change
Shares
Change %
SFPG
151
Stonebridge Financial Planning Group
Florida
$264K +$13.7K +300 +5%
TA
152
TFG Advisers
Michigan
$262K -$10.3K -222 -4%
CFCI
153
Comprehensive Financial Consultants Institutional
Indiana
$258K +$258K +5,556 New
ACM
154
AlphaStar Capital Management
North Carolina
$252K -$5.14K -106 -2%
FLC
155
Fifth Lane Capital
Texas
$250K +$250K +5,407 New
MHWM
156
Montz Harcus Wealth Management
Louisiana
$246K +$246K +5,312 New
JWCA
157
J.W. Cole Advisors
Florida
$244K +$244K +5,268 New
MSAM
158
Moloney Securities Asset Management
Missouri
$238K +$1.53K +33 +0.6%
Citigroup
159
Citigroup
New York
$237K +$60.9K +1,315 +35%
BPA
160
Beacon Pointe Advisors
California
$236K -$10.2K -220 -4%
PWP
161
Pursue Wealth Partners
California
$236K +$236K +5,090 New
FFC
162
First Financial Corp
Indiana
$234K -$13.4K -290 -5%
AR
163
Apeiron RIA
Texas
$232K +$232K +5,013 New
NA
164
NewEdge Advisors
Louisiana
$226K +$226K +4,878 New
WFA
165
WMG Financial Advisors
Tennessee
$225K +$225K +4,835 New
HIS
166
Harvest Investment Services
Illinois
$212K -$3.51K -76 -2%
MIM
167
MTM Investment Management
South Carolina
$206K
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$184K +$93 +2 +0.1%
DWP
169
Destiny Wealth Partners
Florida
$170K
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$145K +$1.07K +23 +0.7%
AWM
171
Avior Wealth Management
Nebraska
$145K +$9.92K +215 +7%
AP
172
Atwood & Palmer
Missouri
$126K
BNP Paribas Financial Markets
173
BNP Paribas Financial Markets
France
$111K +$111K +2,400 New
FFA
174
Founders Financial Alliance
North Carolina
$95K
Fidelity Investments
175
Fidelity Investments
Massachusetts
$69K +$20.8K +447 +43%