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First Trust Financials AlphaDEX Fund

175 hedge funds and large institutions have $434M invested in First Trust Financials AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 84 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
42
Reduced
84
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SL
151
Savior LLC
Massachusetts
$33K -$208K -5,499 -86%
JPMorgan Chase & Co
152
JPMorgan Chase & Co
New York
$32.9K +$6.62K +175 +25%
GRP
153
Global Retirement Partners
California
$31.3K +$5.13K +140 +20%
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$29.7K -$4.31K -114 -13%
SS
155
Sunbelt Securities
Texas
$26.2K +$151 +4 +0.6%
LOIP
156
Live Oak Investment Partners
Texas
$23.2K -$23.1K
WT
157
Washington Trust
Rhode Island
$20.7K
HCP
158
Hexagon Capital Partners
Arkansas
$19.7K
PWMG
159
Provence Wealth Management Group
California
$18.9K +$18.9K +500 New
GTAM
160
Global Trust Asset Management
Florida
$17.4K
MA
161
MCF Advisors
Kentucky
$15.1K
WIM
162
Westside Investment Management
California
$13.8K
EWM
163
EPG Wealth Management
Georgia
$13.4K +$114 +3 +0.9%
LFG
164
Larson Financial Group
Missouri
$13.2K
AA
165
AlphaMark Advisors
Kentucky
$13K
CAS
166
Coppell Advisory Solutions
Texas
$12.6K -$4.89M -119,368 -100%
VF
167
VitalStone Financial
Texas
$10K +$10K +277 New
TFA
168
Transamerica Financial Advisors
Florida
$9K +$9K +229 New
GI
169
Gradient Investments
Minnesota
$6.39K
TFGT
170
TS Financial Group (TSFG)
Illinois
$4K -$26.4K -706 -87%
NFSG
171
Newbridge Financial Services Group
Florida
$3.71K
KFI
172
Key Financial Inc
Pennsylvania
$2.01K
DFA
173
DHJJ Financial Advisors
Illinois
$1.75K +$1.75K +46 New
WT
174
Whittier Trust
California
$1.32K
GWANC
175
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.21K