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First Trust Financials AlphaDEX Fund

184 hedge funds and large institutions have $692M invested in First Trust Financials AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
-14
Holders Change %
-7.07%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
55
Reduced
74
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWSG
176
GPS Wealth Strategies Group
Colorado
$6K
SSB
177
Sandy Spring Bank
Maryland
$6K +$6K +165 New
KFI
178
Key Financial Inc
Pennsylvania
$2K
CFD
179
Creative Financial Designs
Indiana
$1K
BCMLT
180
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K
ACA
181
Aptus Capital Advisors
Alabama
$1K
WT
182
Whittier Trust
California
$1K
GWANC
183
Guardian Wealth Advisors (North Carolina)
North Carolina
$1K +$1K +32 New
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$124
WIM
185
Westside Investment Management
California
$14
SFS
186
Searcy Financial Services
Kansas
-$9.77M -212,719 Closed
NA
187
Navellier & Associates
Nevada
-$5.85M -127,520 Closed
MIAN
188
Mariner Independent Advisor Network
Kansas
-$4.19M -91,393 Closed
ODFS
189
O'Donnell Financial Services
California
-$4.14M -90,143 Closed
HFP
190
Holistic Financial Partners
Indiana
-$3.22M -70,066 Closed
IWA
191
IBEX Wealth Advisors
New Jersey
-$2.99M -65,061 Closed
FEM
192
Fulcrum Equity Management
Texas
-$2.19M -47,656 Closed
CWA
193
Choice Wealth Advisors
Maine
-$1.84M -41,084 Closed
AWM
194
AE Wealth Management
Kansas
-$729K -15,888 Closed
RFWA
195
RPg Family Wealth Advisory
Massachusetts
-$647K -14,096 Closed
PAG
196
Private Advisory Group
Washington
-$614K -13,366 Closed
OWM
197
OneAscent Wealth Management
Alabama
-$501K -10,903 Closed
LS
198
Leelyn Smith
Illinois
-$474K -10,324 Closed
MW
199
Marks Wealth
Maryland
-$420K -9,156 Closed
BPA
200
Beacon Pointe Advisors
California
-$373K -8,122 Closed