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First Trust Financials AlphaDEX Fund

86 hedge funds and large institutions have $920M invested in First Trust Financials AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 17 reducing their positions, and 2 closing their positions.

Holders
86
Holders Change
+11
Holders Change %
+14.67%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
14
Increased
44
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FSIM
1
F-Squared Investment Management
Massachusetts
$355M 15,261,323 +3,002,413 +24%
Morgan Stanley
2
Morgan Stanley
New York
$98.4M 4,227,078 +473,641 +13%
Wells Fargo
3
Wells Fargo
California
$70.4M 3,026,644 +361,057 +14%
BTS
4
BB&T Securities
Virginia
$64.2M 275,874 +17,226 +7%
Bank of America
5
Bank of America
North Carolina
$46.8M 2,009,906 +336,247 +20%
PPA
6
Parametric Portfolio Associates
Washington
$43.5M 1,869,768 +347,444 +23%
UBS Group
7
UBS Group
Switzerland
$43.3M 1,861,862 +1,861,862 New
BFA
8
Beaumont Financial Advisors
Massachusetts
$30.2M 1,297,901 -97,040 -7%
AIM
9
Astor Investment Management
Illinois
$22.4M 963,671 +211,267 +28%
RJA
10
Raymond James & Associates
Florida
$17.3M 742,258 +205,639 +38%
PI
11
Placemark Investments
Illinois
$16.6M 713,753 +152,870 +27%
LPL Financial
12
LPL Financial
California
$13.1M 562,258 -5,174 -0.9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$12.3M 527,642 -98,459 -16%
Goldman Sachs
14
Goldman Sachs
New York
$11.8M 507,796 +277,535 +121%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$8.42M 362,007 +2,142 +0.6%
BUB
16
BBVA USA Bancshares
Texas
$8.09M 347,812 -41,929 -11%
Stifel Financial
17
Stifel Financial
Missouri
$7.32M 314,467 +32,465 +12%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$4.8M 206,451 +30,389 +17%
ONB
19
Old National Bancorp
Indiana
$3.8M 163,208 -28,118 -15%
VF
20
Virtu Financial
New York
$3.46M 148,745 +148,745 New
AIG
21
American International Group
New York
$2.53M 108,593 +12,978 +14%
SAM
22
SignalPoint Asset Management
Missouri
$2.27M 97,671 +2,981 +3%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.15M 92,592 +76,760 +485%
HR
24
Howe & Rusling
New York
$2.09M 89,647 +1,655 +2%
FAAS
25
First Allied Advisory Services
California
$1.94M 83,349 +13,731 +20%