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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

101 hedge funds and large institutions have $660M invested in First Trust Financials AlphaDEX Fund in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 20 reducing their positions, and 11 closing their positions.

Holders
101
Holders Change
+13
Holders Change %
+14.77%
% of All Funds
2.65%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
25
Increased
48
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$127M
2
HA
2
Hays Advisory
Tennessee
$22.9M
3
SAM
3
Shamrock Asset Management
Texas
$17.9M
4
UBS Group
4
UBS Group
Switzerland
$60.8M
5
LPL Financial
5
LPL Financial
California
$28.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$888K
2
CI
2
Cavalier Investments
Georgia
$0
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$0
4
CS
4
Credit Suisse
Switzerland
$1.13M
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$147M 6,326,715 +355,287 +6%
Wells Fargo
2
Wells Fargo
California
$127M 5,460,501 +1,211,094 +29%
UBS Group
3
UBS Group
Switzerland
$60.8M 2,624,841 +632,852 +32%
Bank of America
4
Bank of America
North Carolina
$50.6M 2,181,588 +389,685 +22%
AIM
5
Astor Investment Management
Illinois
$38.6M 1,665,047 -1,098 -0.1%
LPL Financial
6
LPL Financial
California
$28.3M 1,232,441 +570,794 +86%
HA
7
Hays Advisory
Tennessee
$22.9M 987,487 +987,487 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$18.2M 786,695 +298,705 +61%
SAM
9
Shamrock Asset Management
Texas
$17.9M 772,323 +772,323 New
ACM
10
Aviance Capital Management
Florida
$17.6M 758,572 +93,595 +14%
RJA
11
Raymond James & Associates
Florida
$12.8M 552,345 +59,518 +12%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$11M 473,730 +80,716 +21%
Stifel Financial
13
Stifel Financial
Missouri
$6.75M 290,996 +58,721 +25%
UCFA
14
United Capital Financial Advisors
Texas
$6.61M 285,242 -29,338 -9%
Ameriprise
15
Ameriprise
Minnesota
$6.21M 269,086 +68,813 +34%
SAM
16
SignalPoint Asset Management
Missouri
$5.26M 226,850 +45,966 +25%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4.75M 204,884 +62,027 +43%
HCIA
18
Hochman Cole Investment Advisors
Illinois
$4.65M 200,784 +200,784 New
BTS
19
BB&T Securities
Virginia
$4.61M 198,663 -25,307 -11%
FHA
20
First Horizon Advisors
Tennessee
$4.35M 187,455 +187,455 New
Citadel Advisors
21
Citadel Advisors
Florida
$4.13M 178,045 +33,866 +23%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$4.11M 177,103 +4,126 +2%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$3.32M 143,354 -27,231 -16%
AIG
24
American International Group
New York
$2.63M 113,276 +19,244 +20%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.51M 108,230 +35,817 +49%
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