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First Trust Financials AlphaDEX Fund

188 hedge funds and large institutions have $521M invested in First Trust Financials AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 78 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+6
Holders Change %
+3.3%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
53
Reduced
78
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
176
AlphaMark Advisors
Kentucky
$10K
BTC
177
Bank & Trust Company
Illinois
$9.26K
CAL
178
Capital Analysts LLC
Pennsylvania
$8K +$8K +149 New
CJ
179
Caitlin John
Michigan
$6.55K
Russell Investments Group
180
Russell Investments Group
United Kingdom
$6.14K +$6.14K +120 New
TFGT
181
TS Financial Group (TSFG)
Illinois
$6K
NFSG
182
Newbridge Financial Services Group
Florida
$5.01K
LFG
183
Larson Financial Group
Missouri
$3.94K -$8.13K -159 -67%
HNB
184
Huntington National Bank
Ohio
$3.48K -$3.15K
KFI
185
Key Financial Inc
Pennsylvania
$2.71K
DFA
186
DHJJ Financial Advisors
Illinois
$2.37K
WT
187
Whittier Trust
California
$1.79K
GWANC
188
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.64K
ACA
189
Aptus Capital Advisors
Alabama
$1.64K
IRC
190
Investors Research Corp
Georgia
$205
IAA
191
Independent Advisor Alliance
North Carolina
-$4.19M -90,414 Closed
IAIM
192
International Assets Investment Management
Florida
-$1.81M -39,137 Closed
FTUS
193
Flow Traders U.S.
New York
-$1.65M -35,605 Closed
LS
194
Leelyn Smith
Illinois
-$559K -12,086 Closed
RFWA
195
RPg Family Wealth Advisory
Massachusetts
-$446K -9,625 Closed
Envestnet Portfolio Solutions
196
Envestnet Portfolio Solutions
Illinois
-$279K -6,033 Closed
ATPW
197
Ashton Thomas Private Wealth
Arizona
-$93.2K -2,013 Closed
TAM
198
Tucker Asset Management
Colorado
-$26.2K -567 Closed
RIA
199
Realta Investment Advisors
Delaware
-$14.5K -313 Closed
MG
200
Mather Group
Illinois
-$12.9K -272 Closed