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First Trust Financials AlphaDEX Fund

143 hedge funds and large institutions have $686M invested in First Trust Financials AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 50 reducing their positions, and 17 closing their positions.

Holders
143
Holders Change
+1
Holders Change %
+0.7%
% of All Funds
3.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
19
Increased
56
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$147M 4,610,277 +181,868 +4%
Wells Fargo
2
Wells Fargo
California
$105M 3,296,125 +229,647 +7%
UBS Group
3
UBS Group
Switzerland
$71M 2,219,683 +2,329 +0.1%
Bank of America
4
Bank of America
North Carolina
$54.1M 1,692,772 +42,047 +3%
LPL Financial
5
LPL Financial
California
$39M 1,219,719 -27,039 -2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$25.1M 785,018 -94,540 -11%
NA
7
Navellier & Associates
Nevada
$22.2M 695,006 +13,493 +2%
RJA
8
Raymond James & Associates
Florida
$16M 499,359 -112,084 -18%
Ameriprise
9
Ameriprise
Minnesota
$15.3M 477,967 +57,709 +14%
AG
10
Advisor Group
Arizona
$12.6M 394,894 +91,179 +30%
FI
11
FormulaFolio Investments
Michigan
$10.6M 332,096 -69,775 -17%
CS
12
Credit Suisse
Switzerland
$8.56M 267,780 -21,175 -7%
SB
13
Suntrust Banks
Georgia
$8.02M 250,921 +3,617 +1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$7.96M 248,855 -32,888 -12%
CCA
15
Clearwater Capital Advisors
Illinois
$7.51M 234,841 -3,303 -1%
Stifel Financial
16
Stifel Financial
Missouri
$6.82M 213,370 +173,384 +434%
HCIA
17
Hochman Cole Investment Advisors
Illinois
$6.35M 198,688 -511 -0.3%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$6.15M 192,396 +130,304 +210%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$5.99M 187,233 -4,879 -3%
MML Investors Services
20
MML Investors Services
Massachusetts
$5.49M 171,530 +23,634 +16%
BTS
21
BB&T Securities
Virginia
$5.24M 163,850 +50,657 +45%
SAM
22
Shamrock Asset Management
Texas
$4.46M 139,532 -13,475 -9%
Jane Street
23
Jane Street
New York
$3.6M 112,570 +112,570 New
VCM
24
Virtue Capital Management
Tennessee
$3.55M 110,839 +45,257 +69%
FEG
25
Financial Enhancement Group
Indiana
$3.51M 109,772 +9,309 +9%