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First Trust Financials AlphaDEX Fund

182 hedge funds and large institutions have $483M invested in First Trust Financials AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 73 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
Holders Change %
0%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
55
Reduced
73
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCWM
151
Bartlett & Co Wealth Management
Ohio
$50.9K
HB
152
Horizon Bancorp
Indiana
$50K -$53.8K -1,168 -52%
AWM
153
Avior Wealth Management
Nebraska
$46.5K -$49.7K -1,074 -52%
TSMHT
154
Thurston Springer Miller Herd & Titak
Indiana
$41.7K +$41.7K +900 New
CIAS
155
Capital Investment Advisory Services
North Carolina
$39.1K -$34.9K -754 -47%
SS
156
Sunbelt Securities
Texas
$32.3K
ST
157
Smithfield Trust
Pennsylvania
$29K
LOIP
158
Live Oak Investment Partners
Texas
$28.3K
TAM
159
Tucker Asset Management
Colorado
$26.2K +$26.2K +567 New
HCP
160
Hexagon Capital Partners
Arkansas
$24.1K
JPMorgan Chase & Co
161
JPMorgan Chase & Co
New York
$22.2K +$14.1K +305 +174%
AssetMark Inc
162
AssetMark Inc
California
$21.9K
MA
163
MCF Advisors
Kentucky
$18.5K
OSAM
164
O'Shaughnessy Asset Management
Connecticut
$17.3K -$80K -1,728 -82%
RIA
165
Realta Investment Advisors
Delaware
$14.5K +$46 +1 +0.3%
CA
166
Continuum Advisory
Idaho
$14.5K +$46 +1 +0.3%
WIM
167
Westside Investment Management
California
$13.9K
WT
168
Washington Trust
Rhode Island
$13.4K
MG
169
Mather Group
Illinois
$12.9K
EWM
170
EPG Wealth Management
Georgia
$12K -$12.3K -259 Closed
LFG
171
Larson Financial Group
Missouri
$10.9K -$4.44K -96 -29%
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$9.91K +$4.63K +100 +88%
AA
173
AlphaMark Advisors
Kentucky
$9K
BTC
174
Bank & Trust Company
Illinois
$8.38K +$8.38K +181 New
TFGT
175
TS Financial Group (TSFG)
Illinois
$6K +$48 +1 +0.8%