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First Trust Financials AlphaDEX Fund

229 hedge funds and large institutions have $2.64B invested in First Trust Financials AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 85 increasing their positions, 57 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+41
Holders Change %
+21.81%
% of All Funds
3.05%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
51
Increased
85
Reduced
57
Closed
6
Calls
$406K
Puts
Net Calls
+$406K
Net Calls Change
+$406K
Name Holding Trade Value Shares
Change
Shares
Change %
LOIP
201
Live Oak Investment Partners
Texas
$33.1K -$31.3K
HCP
202
Hexagon Capital Partners
Arkansas
$28.2K
AssetMark Inc
203
AssetMark Inc
California
$25.7K
HNB
204
Huntington National Bank
Ohio
$24.7K -$3.48K
MA
205
MCF Advisors
Kentucky
$21.7K
RIA
206
Realta Investment Advisors
Delaware
$19.9K +$19.9K +365 New
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$19.7K -$26.3K -485 -57%
CA
208
Continuum Advisory
Idaho
$17K +$108 +2 +0.6%
WIM
209
Westside Investment Management
California
$16.2K
WT
210
Washington Trust
Rhode Island
$15.6K
EWM
211
EPG Wealth Management
Georgia
$14.3K +$108 +2 +0.8%
PSFG
212
Park Square Financial Group
Georgia
$14.3K +$14.3K +264 New
LC
213
Luminist Capital
Michigan
$13.2K +$13.2K +244 New
AA
214
AlphaMark Advisors
Kentucky
$11K
SAM
215
Synergy Asset Management
Washington
$10.2K +$10.2K +199 New
BTC
216
Bank & Trust Company
Illinois
$9.8K
Russell Investments Group
217
Russell Investments Group
United Kingdom
$8.07K +$1.57K +29 +24%
CAL
218
Capital Analysts LLC
Pennsylvania
$8K
TFGT
219
TS Financial Group (TSFG)
Illinois
$7K +$56 +1 +0.8%
CJ
220
Caitlin John
Michigan
$6.28K
FDW
221
Fourth Dimension Wealth
Ohio
$5.41K +$5.41K +100 New
NFSG
222
Newbridge Financial Services Group
Florida
$5.31K
LFG
223
Larson Financial Group
Missouri
$4.17K
KFI
224
Key Financial Inc
Pennsylvania
$2.87K
DFA
225
DHJJ Financial Advisors
Illinois
$2.29K -$218 -4 -9%