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First Trust Financials AlphaDEX Fund

207 hedge funds and large institutions have $653M invested in First Trust Financials AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 77 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-6
Holders Change %
-2.82%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
65
Reduced
77
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OBWG
151
Onyx Bridge Wealth Group
New York
$222K +$23K +616 +12%
TA
152
TFG Advisers
Michigan
$216K +$1.12K +30 +0.5%
CFGS
153
Concourse Financial Group Securities
Alabama
$211K -$307K -8,225 -59%
SFPG
154
Stonebridge Financial Planning Group
Florida
$207K
FIA
155
Foundations Investment Advisors
Arizona
$201K +$201K +5,392 New
WCM
156
WealthBridge Capital Management
Ohio
$201K +$201K +5,385 New
US Bancorp
157
US Bancorp
Minnesota
$183K +$6.46K +173 +4%
IA
158
IFP Advisors
Florida
$182K -$227K -7,115 -56%
CF
159
Centaurus Financial
California
$177K +$177K +4,745 New
FFC
160
First Financial Corp
Indiana
$177K -$597 -16 -0.3%
AP
161
Atwood & Palmer
Missouri
$172K +$69.8K +1,870 +69%
BAM
162
Bellevue Asset Management
Washington
$170K -$12.8K -344 -7%
MIM
163
MTM Investment Management
South Carolina
$167K
FFA
164
Founders Financial Alliance
North Carolina
$159K +$82.4K +2,218 +108%
BA
165
Bellwether Advisors
Nebraska
$152K
AWM
166
Avior Wealth Management
Nebraska
$152K +$485 +13 +0.3%
FFA
167
Farther Finance Advisors
California
$116K +$3.25K +87 +3%
PTC
168
Private Trust Company
Ohio
$107K
BAM
169
Belpointe Asset Management
Nevada
$89.1K -$784 -21 -0.9%
CIAS
170
Capital Investment Advisory Services
North Carolina
$86.3K -$709 -19 -0.8%
Citigroup
171
Citigroup
New York
$68.7K -$44.2K -1,184 -39%
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$49.3K -$38.3K -1,025 -44%
BCWM
173
Bartlett & Co Wealth Management
Ohio
$45.2K
BC
174
Bartlett & Co
Ohio
$45K
AA
175
Addison Advisors
Vermont
$44.1K