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First Trust Financials AlphaDEX Fund

188 hedge funds and large institutions have $521M invested in First Trust Financials AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 78 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+6
Holders Change %
+3.3%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
53
Reduced
78
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
151
O'Shaughnessy Asset Management
Connecticut
$91.5K +$71.8K +1,355 +363%
NFA
152
Northwest Financial Advisors
Virginia
$91.5K +$91.5K +1,789 New
BAM
153
Bellevue Asset Management
Washington
$91.2K +$51 +1 +0.1%
VF
154
VitalStone Financial
Texas
$87.6K +$1.23K +24 +1%
FFA
155
Founders Financial Alliance
North Carolina
$86.7K +$51 +1 +0.1%
CFGS
156
Concourse Financial Group Securities
Alabama
$82.8K -$29.9K -585 -27%
T
157
Tidemark
California
$72.4K +$307 +6 +0.4%
AA
158
Addison Advisors
Vermont
$60.3K
US Bancorp
159
US Bancorp
Minnesota
$59.3K -$358 -7 -0.6%
BCWM
160
Bartlett & Co Wealth Management
Ohio
$56.2K
HB
161
Horizon Bancorp
Indiana
$56K
AWM
162
Avior Wealth Management
Nebraska
$51.6K +$256 +5 +0.5%
TSMHT
163
Thurston Springer Miller Herd & Titak
Indiana
$46K
CIAS
164
Capital Investment Advisory Services
North Carolina
$45.5K +$2.35K +46 +5%
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$43.4K +$32.5K +635 +297%
SS
166
Sunbelt Securities
Texas
$36K +$256 +5 +0.7%
ST
167
Smithfield Trust
Pennsylvania
$32K
LOIP
168
Live Oak Investment Partners
Texas
$31.3K -$28.3K
HCP
169
Hexagon Capital Partners
Arkansas
$26.6K
AssetMark Inc
170
AssetMark Inc
California
$24.2K
MA
171
MCF Advisors
Kentucky
$20.5K
CA
172
Continuum Advisory
Idaho
$17.7K +$56 +1 +0.3%
WIM
173
Westside Investment Management
California
$15.3K
WT
174
Washington Trust
Rhode Island
$14.8K
EWM
175
EPG Wealth Management
Georgia
$13.4K +$13.4K +262 New