FXO icon

First Trust Financials AlphaDEX Fund

144 hedge funds and large institutions have $524M invested in First Trust Financials AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 65 reducing their positions, and 21 closing their positions.

Holders
144
Holders Change
-5
Holders Change %
-3.36%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
40
Reduced
65
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$113M 3,745,381 -220,981 -6%
Wells Fargo
2
Wells Fargo
California
$81.2M 2,682,014 +299,204 +13%
UBS Group
3
UBS Group
Switzerland
$66.1M 2,184,032 +146,993 +7%
Bank of America
4
Bank of America
North Carolina
$50.7M 1,675,876 +114,447 +7%
LPL Financial
5
LPL Financial
California
$33.8M 1,117,056 -92,412 -8%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$14M 462,864 -297,413 -39%
RJA
7
Raymond James & Associates
Florida
$12.7M 419,183 +6,920 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$10M 332,090 +81,815 +33%
CS
9
Credit Suisse
Switzerland
$7.69M 254,027 -302,649 -54%
HCIA
10
Hochman Cole Investment Advisors
Illinois
$6.43M 212,620 +15,804 +8%
CCA
11
Clearwater Capital Advisors
Illinois
$5.82M 192,461 -30,358 -14%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.75M 190,079 -16,811 -8%
SB
13
Suntrust Banks
Georgia
$5.7M 188,293 -28,960 -13%
AG
14
Advisor Group
Arizona
$5.6M 184,938 -154,610 -46%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$5.21M 172,106 +18,318 +12%
Ameriprise
16
Ameriprise
Minnesota
$5.13M 169,636 -30,920 -15%
MML Investors Services
17
MML Investors Services
Massachusetts
$4.95M 163,546 -5,896 -3%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$4.59M 151,550 -33,647 -18%
BTS
19
BB&T Securities
Virginia
$4.58M 151,431 +118,646 +362%
AA
20
Advisory Alpha
Michigan
$3.48M 110,717 +5,156 +5%
UCFA
21
United Capital Financial Advisors
Texas
$3.46M 114,461 -3,912 -3%
FEG
22
Financial Enhancement Group
Indiana
$3.28M 108,535 -1,462 -1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.05M 100,897 +4,842 +5%
TRCT
24
Tower Research Capital (TRC)
New York
$3M 99,029 -4,922 -5%
OC
25
Oppenheimer & Co
New York
$2.76M 91,181 +22,182 +32%