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First Trust Financials AlphaDEX Fund

132 hedge funds and large institutions have $656M invested in First Trust Financials AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 23 closing their positions.

Holders
132
Holders Change
+13
Holders Change %
+10.92%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
36
Increased
38
Reduced
43
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$145M 4,619,565 -540,036 -10%
Wells Fargo
2
Wells Fargo
California
$92.4M 2,949,195 -196,014 -6%
UBS Group
3
UBS Group
Switzerland
$66.8M 2,131,532 -308,457 -13%
Bank of America
4
Bank of America
North Carolina
$57.9M 1,847,789 -146,798 -7%
Ameriprise
5
Ameriprise
Minnesota
$32.5M 1,036,703 +38,465 +4%
LPL Financial
6
LPL Financial
California
$30.3M 967,278 +197,065 +26%
RJA
7
Raymond James & Associates
Florida
$20.4M 651,704 +10,293 +2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$17.1M 544,676 -75,225 -12%
BTS
9
BB&T Securities
Virginia
$16.1M 513,395 +416,868 +432%
CS
10
Credit Suisse
Switzerland
$11.4M 362,398 -40,433 -10%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$11.3M 361,680 -20,285 -5%
FI
12
FormulaFolio Investments
Michigan
$10.3M 327,742 +327,742 New
AG
13
Advisor Group
Arizona
$9.64M 307,723 +67,678 +28%
NA
14
Navellier & Associates
Nevada
$8.07M 257,579 -494,543 -66%
CCA
15
Clearwater Capital Advisors
Illinois
$7.76M 247,863 -3,473 -1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$7.06M 225,274 -25,640 -10%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$6.82M 217,620 +4,120 +2%
HCIA
18
Hochman Cole Investment Advisors
Illinois
$6.25M 199,557 +2,865 +1%
SB
19
Suntrust Banks
Georgia
$6.22M 199,681 +32,672 +20%
AA
20
Advisory Alpha
Michigan
$5.51M 170,836 +170,836 New
SAM
21
Shamrock Asset Management
Texas
$5.47M 174,684 +173,994 +25,217%
MML Investors Services
22
MML Investors Services
Massachusetts
$4.45M 142,041 -463 -0.3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.4M 108,433 +8,469 +8%
HighTower Advisors
24
HighTower Advisors
Illinois
$3.32M 106,239 +1,945 +2%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$3.18M 101,577 -3,330 -3%