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First Trust Financials AlphaDEX Fund

207 hedge funds and large institutions have $653M invested in First Trust Financials AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 77 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-6
Holders Change %
-2.82%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
65
Reduced
77
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
176
Advisory Services Network
Georgia
$33.7K -$29.3K -786 -47%
JPMorgan Chase & Co
177
JPMorgan Chase & Co
New York
$26K
AIM
178
Anchor Investment Management
South Carolina
$25.2K +$25.2K +675 New
SS
179
Sunbelt Securities
Texas
$25K +$25K +681 New
GRP
180
Global Retirement Partners
California
$25K
LOIP
181
Live Oak Investment Partners
Texas
$22.8K -$25.1K
WT
182
Washington Trust
Rhode Island
$20.5K
HCP
183
Hexagon Capital Partners
Arkansas
$19.4K
Fidelity Investments
184
Fidelity Investments
Massachusetts
$18.7K -$4.93K -132 -21%
AWM
185
Accel Wealth Management
Iowa
$17.2K +$75 +2 +0.4%
GTAM
186
Global Trust Asset Management
Florida
$17.1K
MA
187
MCF Advisors
Kentucky
$14.9K
WIM
188
Westside Investment Management
California
$13.6K
Commonwealth Equity Services
189
Commonwealth Equity Services
Massachusetts
$13.6K +$5.95K +159,290 +78%
LFG
190
Larson Financial Group
Missouri
$13.2K -$299 -8 -2%
EWM
191
EPG Wealth Management
Georgia
$13K +$75 +2 +0.6%
AA
192
AlphaMark Advisors
Kentucky
$13K
FHA
193
First Horizon Advisors
Tennessee
$10.8K
TAM
194
Tucker Asset Management
Colorado
$10.3K +$10.3K +275 New
WAM
195
Worth Asset Management
Texas
$9.37K
NC
196
NewSquare Capital
Pennsylvania
$9.33K +$9.33K +250 New
GCM
197
Gables Capital Management
Florida
$7.47K
GI
198
Gradient Investments
Minnesota
$6.31K -$17.6K -471 -74%
NFSG
199
Newbridge Financial Services Group
Florida
$3.66K
BWA
200
BDO Wealth Advisors
Florida
$2.84K +$2.84K +76 New