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First Trust Financials AlphaDEX Fund

145 hedge funds and large institutions have $534M invested in First Trust Financials AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 18 closing their positions.

Holders
145
Holders Change
+1
Holders Change %
+0.69%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
23
Increased
53
Reduced
51
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$114M 3,608,867 -136,514 -4%
Wells Fargo
2
Wells Fargo
California
$88.7M 2,801,802 +119,788 +4%
UBS Group
3
UBS Group
Switzerland
$57.5M 1,816,088 -367,944 -17%
Bank of America
4
Bank of America
North Carolina
$50M 1,579,465 -96,411 -6%
LPL Financial
5
LPL Financial
California
$35M 1,106,960 -10,096 -0.9%
NA
6
Navellier & Associates
Nevada
$12.3M 389,455 +389,455 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$12.2M 384,250 -78,614 -17%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11.3M 356,422 +24,332 +7%
RJA
9
Raymond James & Associates
Florida
$11M 348,592 -70,591 -17%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.56M 238,779 +48,700 +26%
MML Investors Services
11
MML Investors Services
Massachusetts
$6.66M 210,271 +46,725 +29%
HCIA
12
Hochman Cole Investment Advisors
Illinois
$6.62M 209,070 -3,550 -2%
GA
13
Gateway Advisory
New Jersey
$6.55M 206,792 +206,792 New
SB
14
Suntrust Banks
Georgia
$5.86M 185,069 -3,224 -2%
AG
15
Advisor Group
Arizona
$5.67M 179,180 -5,758 -3%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$4.58M 144,641 -6,909 -5%
Ameriprise
17
Ameriprise
Minnesota
$4.58M 144,549 -25,087 -15%
PFS
18
Prospera Financial Services
Texas
$4.3M 134,377 +134,377 New
Baird Financial Group
19
Baird Financial Group
Wisconsin
$4.1M 129,628 +75,630 +140%
UCFA
20
United Capital Financial Advisors
Texas
$3.72M 117,444 +2,983 +3%
FEG
21
Financial Enhancement Group
Indiana
$3.68M 116,228 +7,693 +7%
CCA
22
Clearwater Capital Advisors
Illinois
$3.26M 103,090 -89,371 -46%
MFS
23
Madrona Financial Services
Washington
$3.18M 100,457 +100,457 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.98M 94,269 -6,628 -7%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$2.72M 85,812 +16,272 +23%