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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

174 hedge funds and large institutions have $1.46B invested in First Trust Financials AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 64 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+19
Holders Change %
+12.26%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
36
Increased
64
Reduced
54
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$14.2M
2
First Trust Advisors
First Trust Advisors
Illinois
+$10.8M
3
Wells Fargo
Wells Fargo
California
+$5.74M
4
VBFG
Vishria Bird Financial Group
Tennessee
+$4.95M
5
Morgan Stanley
Morgan Stanley
New York
+$4.51M

Top Sellers

1
Jane Street
Jane Street
New York
-$2.38M
2
DWA
Dorsey Wright & Associates
California
-$1.54M
3
SWA
Stratos Wealth Advisors
Ohio
-$1.4M
4
AW
ACG Wealth
Georgia
-$1.4M
5
UBS Group
UBS Group
Switzerland
-$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
176
Jane Street
New York
– -$2.38M -74,692 Closed
DWA
177
Dorsey Wright & Associates
California
– -$1.54M -48,445 Closed
SWA
178
Stratos Wealth Advisors
Ohio
– -$1.4M -44,098 Closed
GSWM
179
Golden State Wealth Management
California
– -$396K -12,454 Closed
CWP
180
Capital Wealth Planning
Florida
– -$351K -11,000 Closed
LWAC
181
Laurel Wealth Advisors (California)
California
– -$305K -9,597 Closed
TSS
182
Two Sigma Securities
New York
– -$301K -9,468 Closed
WSTAM
183
Wilbanks Smith & Thomas Asset Management
Virginia
– -$259K -8,134 Closed
SWM
184
Sequoia Wealth Management
Illinois
– -$252K -7,896 Closed
CA
185
Claro Advisors
Massachusetts
– -$213K -6,689 Closed
M&T Bank
186
M&T Bank
New York
– -$207K -6,513 Closed
LFG
187
Larson Financial Group
Missouri
– -$21K -668 Closed
4 5 6 7
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