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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

198 hedge funds and large institutions have $998M invested in First Trust Financials AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 81 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
-11
Holders Change %
-5.26%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
19
Increased
81
Reduced
68
Closed
28
Calls
$459K
Puts
–
Net Calls
+$459K
Net Calls Change
+$15K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$63.6M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$73.3M
3
Wells Fargo
Wells Fargo
California
$112M
4
LPL Financial
LPL Financial
California
$99.2M
5
PAG
Private Advisor Group
New Jersey
$8.38M

Top Sellers

1
CCFM
Clear Creek Financial Management
Washington
$0
2
EE
EWG Elevate
California
$0
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.39M
4
DADC
D.A. Davidson & Co
Montana
$3.7M
5
Bank of America
Bank of America
North Carolina
$46.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
176
Addison Advisors
Vermont
$54K – – –
S
177
SignatureFD
Georgia
$39K – – –
GRP
178
Global Retirement Partners
California
$30K +$30K +714 New
WT
179
Washington Trust
Rhode Island
$25K – – –
AA
180
AlphaMark Advisors
Kentucky
$25K +$9.09K +200 +57%
HCP
181
Hexagon Capital Partners
Arkansas
$24K +$783 +17 +3%
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$22K – – –
AF
183
Allworth Financial
California
$20K – – –
MA
184
MCF Advisors
Kentucky
$18K +$18K +400 New
TAM
185
Tucker Asset Management
Colorado
$16.2K +$16.2K +353 New
EWM
186
EPG Wealth Management
Georgia
$16K +$47 +1 +0.3%
GCM
187
Gables Capital Management
Florida
$9K – – –
SPWG
188
Sage Private Wealth Group
Illinois
$9K +$45 +1 +0.5%
GWSG
189
GPS Wealth Strategies Group
Colorado
$7K +$7K +151 New
BBHC
190
Brown Brothers Harriman & Co
New York
$5K – – –
HR
191
Howe & Rusling
New York
$5K – – –
Qube Research & Technologies (QRT)
192
Qube Research & Technologies (QRT)
United Kingdom
$4K -$877K -17,101 -100%
WT
193
Whittier Trust
California
$2K – – –
KFI
194
Key Financial Inc
Pennsylvania
$2K – – –
ACA
195
Aptus Capital Advisors
Alabama
$1K – – –
BCMLT
196
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K +$1K +12 New
CFD
197
Creative Financial Designs
Indiana
$1K +$1K +20 New
WIM
198
Westside Investment Management
California
$16 – – –
CCFM
199
Clear Creek Financial Management
Washington
– -$14.6M -315,418 Closed
EE
200
EWG Elevate
California
– -$13.4M -288,454 Closed
6 7
8
9 10