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First Trust Financials AlphaDEX Fund

186 hedge funds and large institutions have $537M invested in First Trust Financials AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 40 increasing their positions, 89 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+11
Holders Change %
+6.29%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
40
Reduced
89
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
T
151
Tidemark
California
$70.7K +$70.7K +1,634 New
CIAS
152
Capital Investment Advisory Services
North Carolina
$70.5K -$30K -692 -30%
PCMC
153
Planning Capital Management Corporation
Pennsylvania
$69.3K +$69.3K +1,600 New
US Bancorp
154
US Bancorp
Minnesota
$62.7K -$1.47K -34 -2%
ODG
155
O'Dell Group
Ohio
$56K +$56K +1,294 New
BCWM
156
Bartlett & Co Wealth Management
Ohio
$53.2K
BC
157
Bartlett & Co
Ohio
$53K
AA
158
Addison Advisors
Vermont
$51.1K
VF
159
VitalStone Financial
Texas
$51K +$39K +905 +327%
BEI
160
Benjamin Edwards Inc
Missouri
$49K +$436 +10 +0.9%
ASN
161
Advisory Services Network
Georgia
$39.7K +$39.7K +918 New
JPMorgan Chase & Co
162
JPMorgan Chase & Co
New York
$37.7K
Fidelity Investments
163
Fidelity Investments
Massachusetts
$32.9K -$7.97K -184 -19%
SS
164
Sunbelt Securities
Texas
$30.1K +$173 +4 +0.6%
LOIP
165
Live Oak Investment Partners
Texas
$26.5K -$23.2K
WT
166
Washington Trust
Rhode Island
$23.7K
FFA
167
Farther Finance Advisors
California
$22.6K -$85.6K -1,978 -79%
HCP
168
Hexagon Capital Partners
Arkansas
$22.6K
PWMG
169
Provence Wealth Management Group
California
$21.6K
MA
170
MCF Advisors
Kentucky
$17.3K
WIM
171
Westside Investment Management
California
$15.8K
AA
172
AlphaMark Advisors
Kentucky
$15K
LFG
173
Larson Financial Group
Missouri
$14.8K -$216 -5 -1%
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$13.8K -$20.1K -465 -59%
EWM
175
EPG Wealth Management
Georgia
$11.1K -$4.19K -97 -27%