FXO icon

First Trust Financials AlphaDEX Fund

209 hedge funds and large institutions have $1.05B invested in First Trust Financials AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 88 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+37
Holders Change %
+21.51%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
55
Increased
88
Reduced
40
Closed
15
Calls
$444K
Puts
Net Calls
+$444K
Net Calls Change
+$444K
Name Holding Trade Value Shares
Change
Shares
Change %
HR
201
Howe & Rusling
New York
$5K
CWS
202
Confluence Wealth Services
Pennsylvania
$4K +$4K +104 New
KFI
203
Key Financial Inc
Pennsylvania
$2K
IPW
204
IronBridge Private Wealth
Texas
$2K
WT
205
Whittier Trust
California
$2K
AssetMark Inc
206
AssetMark Inc
California
$2K +$2K +48 New
ACA
207
Aptus Capital Advisors
Alabama
$1K
WIM
208
Westside Investment Management
California
$16
BBHC
209
Brown Brothers Harriman & Co
New York
$5
IAA
210
Independent Advisor Alliance
North Carolina
-$1.48M -33,407 Closed
FTUS
211
Flow Traders U.S.
New York
-$961K -21,724 Closed
PA
212
PFG Advisors
Arizona
-$312K -7,059 Closed
Comerica Bank
213
Comerica Bank
Texas
-$203K -4,204 Closed
OFG
214
Oxford Financial Group
Indiana
-$80K -1,815 Closed
OSAM
215
O'Shaughnessy Asset Management
Connecticut
-$76K -1,728 Closed
BC
216
Bartlett & Co
Ohio
-$54K -1,210 Closed
BCWM
217
Bartlett & Co Wealth Management
Ohio
-$53.5K -1,210 Closed
GRP
218
Global Retirement Partners
California
-$52K -1,164 Closed
MA
219
MUFG Americas
New York
-$44K -1,000 Closed
LWM
220
Liberty Wealth Management
California
-$40K -909 Closed
First Manhattan
221
First Manhattan
New York
-$18K -425 Closed
MA
222
MCF Advisors
Kentucky
-$18K -400 Closed
GKWIM
223
Gerber Kawasaki Wealth & Investment Management
California
-$6K -139 Closed