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First Trust Financials AlphaDEX Fund

182 hedge funds and large institutions have $507M invested in First Trust Financials AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 83 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-4
Holders Change %
-2.15%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
49
Reduced
83
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
151
Capital Investment Advisory Services
North Carolina
$76K -$1.43K -30 -2%
T
152
Tidemark
California
$73.7K -$3.95K -83 -5%
US Bancorp
153
US Bancorp
Minnesota
$64.6K -$4.23K -89 -6%
Fidelity Investments
154
Fidelity Investments
Massachusetts
$59.1K +$22.9K +482 +63%
AA
155
Addison Advisors
Vermont
$56.1K
BCWM
156
Bartlett & Co Wealth Management
Ohio
$52.3K -$5.23K -110 -9%
SS
157
Sunbelt Securities
Texas
$33.2K +$95 +2 +0.3%
ST
158
Smithfield Trust
Pennsylvania
$30K -$108K -2,725 -78%
HCP
159
Hexagon Capital Partners
Arkansas
$24.8K
AssetMark Inc
160
AssetMark Inc
California
$22.5K +$22.5K +474 New
MA
161
MCF Advisors
Kentucky
$19K
LFG
162
Larson Financial Group
Missouri
$15.8K -$523 -11 -3%
RIA
163
Realta Investment Advisors
Delaware
$14.8K +$14.8K +312 New
CA
164
Continuum Advisory
Idaho
$14.6K +$14.6K +311 New
WIM
165
Westside Investment Management
California
$14.3K -$3.04K -64 -18%
WT
166
Washington Trust
Rhode Island
$13.7K -$12.3K -259 -47%
EWM
167
EPG Wealth Management
Georgia
$12.3K +$48 +1 +0.4%
MG
168
Mather Group
Illinois
$11.8K +$11.8K +272 New
AA
169
AlphaMark Advisors
Kentucky
$10K -$7.5K -150 -43%
JPMorgan Chase & Co
170
JPMorgan Chase & Co
New York
$8.32K -$33K -695 -80%
TFGT
171
TS Financial Group (TSFG)
Illinois
$6K +$780 +16 +15%
CJ
172
Caitlin John
Michigan
$5.51K
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$5.42K -$9.74K -205 -64%
NFSG
174
Newbridge Financial Services Group
Florida
$4.66K
HNB
175
Huntington National Bank
Ohio
$3.23K -$2.94K