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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

198 hedge funds and large institutions have $998M invested in First Trust Financials AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 81 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
-11
Holders Change %
-5.26%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
19
Increased
81
Reduced
68
Closed
28
Calls
$459K
Puts
–
Net Calls
+$459K
Net Calls Change
+$15K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$63.6M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$73.3M
3
Wells Fargo
Wells Fargo
California
$112M
4
LPL Financial
LPL Financial
California
$99.2M
5
PAG
Private Advisor Group
New Jersey
$8.38M

Top Sellers

1
CCFM
Clear Creek Financial Management
Washington
$0
2
EE
EWG Elevate
California
$0
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.39M
4
DADC
D.A. Davidson & Co
Montana
$3.7M
5
Bank of America
Bank of America
North Carolina
$46.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFC
151
First Financial Corp
Indiana
$229K -$3.64K -79 -2%
ACM
152
AlphaStar Capital Management
North Carolina
$226K -$13K -282 -5%
PWP
153
Pursue Wealth Partners
California
$226K – – –
DBRC
154
D.B. Root & Company
Pennsylvania
$225K +$225K +4,916 New
MHWM
155
Montz Harcus Wealth Management
Louisiana
$224K -$20.4K -444 -8%
TCWM
156
Total Clarity Wealth Management
Illinois
$222K -$734K -15,957 -77%
MHS
157
M Holdings Securities
Oregon
$219K +$219K +4,764 New
WDC
158
Woodward Diversified Capital
California
$212K -$51.2K -1,113 -19%
FAIM
159
Financial Advocates Investment Management
Washington
$209K +$209K +4,559 New
MIM
160
MTM Investment Management
South Carolina
$205K – – –
AFM
161
Andesa Financial Management
Pennsylvania
$202K +$202K +4,400 New
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$170K -$12K -262 -7%
DWP
163
Destiny Wealth Partners
Florida
$169K – – –
CF
164
Centaurus Financial
California
$164K +$164K +3,570 New
AWM
165
Avior Wealth Management
Nebraska
$153K +$9.5K +208 +7%
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$146K -$1.08K -23 -0.7%
AP
167
Atwood & Palmer
Missouri
$125K – – –
TRCT
168
Tower Research Capital (TRC)
New York
$121K -$314K -6,841 -72%
FFA
169
Founders Financial Alliance
North Carolina
$94K – – –
Fidelity Investments
170
Fidelity Investments
Massachusetts
$82K +$14K +307 +21%
CIAS
171
Capital Investment Advisory Services
North Carolina
$73K +$15.3K +334 +27%
HNWAG
172
High Net Worth Advisory Group
Florida
$69K – – –
AWM
173
Accel Wealth Management
Iowa
$56K +$139 +3 +0.2%
BC
174
Bartlett & Co
Ohio
$56K +$56K +1,210 New
BCWM
175
Bartlett & Co Wealth Management
Ohio
$55.6K +$55.6K +1,210 New
5 6
7
8 9