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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

174 hedge funds and large institutions have $489M invested in First Trust Financials AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 93 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-33
Holders Change %
-15.94%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
40
Reduced
93
Closed
41
Calls
$226K
Puts
$298K
Net Calls
-$72K
Net Calls Change
-$72K

Top Buyers

1
CAS
Coppell Advisory Solutions
Texas
$4.51M
2
Wells Fargo
Wells Fargo
California
$65.6M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.9M
4
TRCT
Tower Research Capital (TRC)
New York
$2.16M
5
KAS
Kestra Advisory Services
Texas
$6.11M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$87.3M
2
UBS Group
UBS Group
Switzerland
$17.3M
3
PS
Portfolio Strategies
New York
$0
4
Millennium Management
Millennium Management
New York
$1.22M
5
AWM
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
176
Portfolio Strategies
New York
– -$14.3M -384,081 Closed
AWM
177
AE Wealth Management
Kansas
– -$12M -320,211 Closed
IAIM
178
International Assets Investment Management
Florida
– -$6.6M -133,285 Closed
GCA
179
Genesee Capital Advisors
New York
– -$3.6M -96,496 Closed
NA
180
Navellier & Associates
Nevada
– -$3.35M -89,849 Closed
GIA
181
Gladstone Institutional Advisory
Florida
– -$2.84M -76,099 Closed
FAM
182
Flaharty Asset Management
Florida
– -$1.76M -47,161 Closed
CWM
183
Concentrum Wealth Management
California
– -$1.7M -45,505 Closed
WFA
184
WMG Financial Advisors
Tennessee
– -$1.36M -36,516 Closed
GSIAS
185
Garden State Investment Advisory Services
New Jersey
– -$1.1M -29,373 Closed
NP
186
Nilsine Partners
Colorado
– -$1M -26,868 Closed
WAP
187
Wealthcare Advisory Partners
Pennsylvania
– -$960K -25,729 Closed
TSS
188
Two Sigma Securities
New York
– -$803K -21,502 Closed
VWA
189
Visionary Wealth Advisors
Illinois
– -$790K -21,173 Closed
FEM
190
Fulcrum Equity Management
Texas
– -$638K -17,078 Closed
HF
191
HRT Financial
New York
– -$552K -14,812 Closed
WI
192
Wintrust Investments
Illinois
– -$511K -13,694 Closed
LS
193
Leelyn Smith
Illinois
– -$458K -12,272 Closed
PAG
194
Private Advisory Group
Washington
– -$397K -10,638 Closed
JIP
195
Jaffetilchin Investment Partners
Florida
– -$385K -10,305 Closed
AFWM
196
AMJ Financial Wealth Management
Virginia
– -$285K -7,633 Closed
CFCI
197
Comprehensive Financial Consultants Institutional
Indiana
– -$284K -7,610 Closed
UCFA
198
United Capital Financial Advisors
Texas
– -$266K -7,137 Closed
IA
199
IFG Advisory
Georgia
– -$256K -6,848 Closed
IWM
200
IHT Wealth Management
Illinois
– -$235K -6,297 Closed
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