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First Trust Financials AlphaDEX Fund

149 hedge funds and large institutions have $497M invested in First Trust Financials AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 35 increasing their positions, 64 reducing their positions, and 25 closing their positions.

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
3.33%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
32
Increased
35
Reduced
64
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$107M 3,966,362 -643,915 -14%
Wells Fargo
2
Wells Fargo
California
$64.4M 2,382,810 -913,315 -28%
UBS Group
3
UBS Group
Switzerland
$55M 2,037,039 -182,644 -8%
Bank of America
4
Bank of America
North Carolina
$42.2M 1,561,429 -131,343 -8%
LPL Financial
5
LPL Financial
California
$32.7M 1,209,468 -10,251 -0.8%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$20.5M 760,277 -24,741 -3%
CS
7
Credit Suisse
Switzerland
$15M 556,676 +288,896 +108%
RJA
8
Raymond James & Associates
Florida
$11.1M 412,263 -87,096 -17%
FI
9
FormulaFolio Investments
Michigan
$10.6M 332,096
AG
10
Advisor Group
Arizona
$9.17M 339,548 -55,346 -14%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$6.76M 250,275 +1,420 +0.6%
CCA
12
Clearwater Capital Advisors
Illinois
$6.02M 222,819 -12,022 -5%
SB
13
Suntrust Banks
Georgia
$5.87M 217,253 -33,668 -13%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.59M 206,890 +196,626 +1,916%
Ameriprise
15
Ameriprise
Minnesota
$5.42M 200,556 -277,411 -58%
HCIA
16
Hochman Cole Investment Advisors
Illinois
$5.32M 196,816 -1,872 -0.9%
Citadel Advisors
17
Citadel Advisors
Florida
$5.01M 185,630 +87,994 +90%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$5M 185,197 -2,036 -1%
MML Investors Services
19
MML Investors Services
Massachusetts
$4.58M 169,442 -2,088 -1%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$4.15M 153,788 -38,608 -20%
FEG
21
Financial Enhancement Group
Indiana
$3.52M 109,997 +225 +0.2%
UCFA
22
United Capital Financial Advisors
Texas
$3.2M 118,373 +14,988 +14%
AA
23
Advisory Alpha
Michigan
$3.2M 105,561 +105,143 +25,154%
TRCT
24
Tower Research Capital (TRC)
New York
$2.81M 103,951 +44,093 +74%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.59M 96,055 +1,572 +2%