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First Trust Financials AlphaDEX Fund

90 hedge funds and large institutions have $765M invested in First Trust Financials AlphaDEX Fund in 2015 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
90
Holders Change
+11
Holders Change %
+13.92%
% of All Funds
2.43%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
19
Increased
47
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FSIM
1
F-Squared Investment Management
Massachusetts
$183M 7,709,499 +7,709,499 New
Morgan Stanley
2
Morgan Stanley
New York
$133M 5,605,401 +1,544,810 +38%
Wells Fargo
3
Wells Fargo
California
$91.4M 3,853,393 +1,508,636 +64%
UBS Group
4
UBS Group
Switzerland
$52.7M 2,221,185 +741,272 +50%
Bank of America
5
Bank of America
North Carolina
$39.8M 1,675,963 -45,921 -3%
AIM
6
Astor Investment Management
Illinois
$38.3M 1,615,673 +201,590 +14%
PPA
7
Parametric Portfolio Associates
Washington
$29.2M 1,229,951 +1,229,951 New
DIA
8
Dana Investment Advisors
Wisconsin
$24.8M 179,489 +179,489 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$20.1M 848,906 +190,120 +29%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$19.4M 816,180 +275,067 +51%
LPL Financial
11
LPL Financial
California
$15.3M 635,933 +160,369 +34%
RJA
12
Raymond James & Associates
Florida
$13.1M 550,156 -152,553 -22%
BFA
13
Beaumont Financial Advisors
Massachusetts
$12.7M 536,261 -831,142 -61%
Stifel Financial
14
Stifel Financial
Missouri
$8.97M 377,915 +222,035 +142%
UCFA
15
United Capital Financial Advisors
Texas
$7.65M 322,293 -16,334 -5%
BTS
16
BB&T Securities
Virginia
$7.61M 320,643 +205,974 +180%
SAM
17
SignalPoint Asset Management
Missouri
$4.35M 184,046
Ameriprise
18
Ameriprise
Minnesota
$4.28M 180,549 +147,736 +450%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$4.03M 169,690 +80,613 +90%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$3.82M 160,935 -38,352 -19%
WA
21
WESPAC Advisors
California
$3.03M 127,860 +127,860 New
ONB
22
Old National Bancorp
Indiana
$2.74M 115,543 -32,649 -22%
NA
23
Navellier & Associates
Nevada
$2.7M 113,679 +28,444 +33%
Goldman Sachs
24
Goldman Sachs
New York
$2.35M 99,028 +99,028 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.22M 93,552 +79,191 +551%