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First Trust Financials AlphaDEX Fund

142 hedge funds and large institutions have $654M invested in First Trust Financials AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 13 closing their positions.

Holders
142
Holders Change
+2
Holders Change %
+1.43%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
16
Increased
50
Reduced
54
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$139M 4,428,409 -469,508 -10%
Wells Fargo
2
Wells Fargo
California
$96.1M 3,066,478 -384,763 -11%
UBS Group
3
UBS Group
Switzerland
$69.5M 2,217,354 -201,893 -8%
Bank of America
4
Bank of America
North Carolina
$51.7M 1,650,725 -18,681 -1%
LPL Financial
5
LPL Financial
California
$39.1M 1,246,758 +99,577 +9%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$27.6M 879,558 +261,229 +42%
NA
7
Navellier & Associates
Nevada
$21.4M 681,513 +18,770 +3%
RJA
8
Raymond James & Associates
Florida
$19.2M 611,443 -84,047 -12%
Ameriprise
9
Ameriprise
Minnesota
$13.2M 420,258 +10,965 +3%
FI
10
FormulaFolio Investments
Michigan
$12.6M 401,871 +33,296 +9%
AG
11
Advisor Group
Arizona
$9.52M 303,715 +997 +0.3%
CS
12
Credit Suisse
Switzerland
$9.05M 288,955 +47,708 +20%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$8.83M 281,743 -194,895 -41%
SB
14
Suntrust Banks
Georgia
$7.75M 247,304 +29,070 +13%
CCA
15
Clearwater Capital Advisors
Illinois
$7.46M 238,144 -1,390 -0.6%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$7.22M 230,471 +10,465 +5%
HCIA
17
Hochman Cole Investment Advisors
Illinois
$6.24M 199,199 +781 +0.4%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$6.02M 192,112 -25,716 -12%
SAM
19
Shamrock Asset Management
Texas
$4.79M 153,007 -120 -0.1%
AA
20
Advisory Alpha
Michigan
$4.7M 145,960 +14,646 +11%
MML Investors Services
21
MML Investors Services
Massachusetts
$4.63M 147,896 +3,381 +2%
BTS
22
BB&T Securities
Virginia
$3.55M 113,193 -7,779 -6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.16M 100,972 -688 -0.7%
FEG
24
Financial Enhancement Group
Indiana
$3.15M 100,463 +2,477 +3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.94M 93,921 -2,339 -2%