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First Trust Financials AlphaDEX Fund

182 hedge funds and large institutions have $507M invested in First Trust Financials AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 83 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-4
Holders Change %
-2.15%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
49
Reduced
83
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KFI
176
Key Financial Inc
Pennsylvania
$2.52K
CAM
177
Creekmur Asset Management
Illinois
$2.28K
DFA
178
DHJJ Financial Advisors
Illinois
$2.2K
WT
179
Whittier Trust
California
$1.66K
GWANC
180
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.52K
ACA
181
Aptus Capital Advisors
Alabama
$1.52K
Jones Financial Companies
182
Jones Financial Companies
Missouri
$522
IRC
183
Investors Research Corp
Georgia
$190 +$190 +4 New
Goldman Sachs
184
Goldman Sachs
New York
-$543K -12,534 Closed
OC
185
Oppenheimer & Co
New York
-$448K -10,360 Closed
Renaissance Technologies
186
Renaissance Technologies
New York
-$411K -9,500 Closed
Two Sigma Investments
187
Two Sigma Investments
New York
-$320K -7,400 Closed
AWM
188
AE Wealth Management
Kansas
-$328K -7,388 Closed
EP
189
Eudaimonia Partners
Tennessee
-$244K -5,627 Closed
TC
190
Trilogy Capital
California
-$242K -5,588 Closed
AAS
191
Avantax Advisory Services
Texas
-$233K -5,390 Closed
PBF
192
Petix & Botte Financial
California
-$202K -4,672 Closed
NFA
193
Northwest Financial Advisors
Virginia
-$76.3K -1,763 Closed
PCMC
194
Planning Capital Management Corporation
Pennsylvania
-$69.3K -1,600 Closed
ODG
195
O'Dell Group
Ohio
-$56K -1,294 Closed
ASN
196
Advisory Services Network
Georgia
-$39.7K -918 Closed
GI
197
Gradient Investments
Minnesota
-$7.32K -169 Closed
FMII
198
Farmers & Merchants Investments Inc
Nebraska
-$4.07K -94 Closed