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First Trust Financials AlphaDEX Fund

174 hedge funds and large institutions have $489M invested in First Trust Financials AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 93 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-33
Holders Change %
-15.94%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
40
Reduced
93
Closed
41
Calls
$226K
Puts
$298K
Net Calls
-$72K
Net Calls Change
-$72K
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$33.9K -$15.9K -423 -32%
TFGT
152
TS Financial Group (TSFG)
Illinois
$31K -$1.23M -32,236 -98%
GRP
153
Global Retirement Partners
California
$26.9K
JPMorgan Chase & Co
154
JPMorgan Chase & Co
New York
$26.2K
SS
155
Sunbelt Securities
Texas
$25.9K +$264 +7 +1%
LOIP
156
Live Oak Investment Partners
Texas
$23.1K -$22.8K
WT
157
Washington Trust
Rhode Island
$20.7K
HCP
158
Hexagon Capital Partners
Arkansas
$19.6K
GTAM
159
Global Trust Asset Management
Florida
$17.3K
MA
160
MCF Advisors
Kentucky
$15.1K
WIM
161
Westside Investment Management
California
$13.7K
EWM
162
EPG Wealth Management
Georgia
$13.3K +$113 +3 +0.9%
LFG
163
Larson Financial Group
Missouri
$13.1K -$226 -6 -2%
AA
164
AlphaMark Advisors
Kentucky
$13K
WAM
165
Worth Asset Management
Texas
$9.46K
GCM
166
Gables Capital Management
Florida
$7.54K
GI
167
Gradient Investments
Minnesota
$6.37K
GWSG
168
GPS Wealth Strategies Group
Colorado
$6.3K +$6.3K +167 New
NFSG
169
Newbridge Financial Services Group
Florida
$3.7K
BWA
170
BDO Wealth Advisors
Florida
$2.87K
WP
171
WealthPLAN Partners
Nebraska
$2.22K
KFI
172
Key Financial Inc
Pennsylvania
$2K
WT
173
Whittier Trust
California
$1.32K
ACA
174
Aptus Capital Advisors
Alabama
$1.21K
GWANC
175
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.21K