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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 %
WP
201
WealthPLAN Partners
Nebraska
$2.2K +$2.2K +59 New
KFI
202
Key Financial Inc
Pennsylvania
$1.98K
WT
203
Whittier Trust
California
$1.31K
ACA
204
Aptus Capital Advisors
Alabama
$1.2K
GWANC
205
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.2K
CFD
206
Creative Financial Designs
Indiana
$747
AF
207
Allworth Financial
California
$635 -$15.4K -413 -96%
BlackRock
208
BlackRock
New York
$37 +$37 +1 New
FEG
209
Financial Enhancement Group
Indiana
-$4.99M -108,203 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
210
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$2.05M -50,000 Closed
Citadel Advisors
211
Citadel Advisors
Florida
-$1.81M -44,115 Closed
BIP
212
Blueprint Investment Partners
North Carolina
-$1.58M -38,626 Closed
CI
213
CX Institutional
Indiana
-$1.47M -35,821 Closed
Mercer Global Advisors
214
Mercer Global Advisors
Colorado
-$1.09M -26,714 Closed
IWA
215
IBEX Wealth Advisors
New Jersey
-$881K -21,502 Closed
KeyBank National Association
216
KeyBank National Association
Ohio
-$819K -20,000 Closed
IAG
217
Investmark Advisory Group
Connecticut
-$554K -13,527 Closed
PAS
218
Park Avenue Securities
New York
-$357K -8,722 Closed
ACP
219
Aveo Capital Partners
Colorado
-$344K -8,409 Closed
CWA
220
Capital Wealth Alliance
Arizona
-$340K -8,307 Closed
Renaissance Technologies
221
Renaissance Technologies
New York
-$332K -8,100 Closed
AW
222
Atlas Wealth
Ohio
-$278K -6,796 Closed
DC
223
Davenport & Co
Virginia
-$273K -6,657 Closed
IAS
224
Insigneo Advisory Services
Florida
-$258K -6,310 Closed
QCIG
225
Quad-Cities Investment Group
Iowa
-$257K -6,282 Closed