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First Trust Financials AlphaDEX Fund

155 hedge funds and large institutions have $1.32B invested in First Trust Financials AlphaDEX Fund in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 59 increasing their positions, 44 reducing their positions, and 21 closing their positions.

Holders
155
Holders Change
+10
Holders Change %
+6.9%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
59
Reduced
44
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$542M 17,037,947 +17,037,947 New
Morgan Stanley
2
Morgan Stanley
New York
$163M 5,122,334 +1,513,467 +42%
Wells Fargo
3
Wells Fargo
California
$138M 4,353,688 +1,551,886 +55%
UBS Group
4
UBS Group
Switzerland
$71.8M 2,257,681 +441,593 +24%
Bank of America
5
Bank of America
North Carolina
$70.1M 2,203,583 +624,118 +40%
LPL Financial
6
LPL Financial
California
$32.5M 1,021,654 -85,306 -8%
RJA
7
Raymond James & Associates
Florida
$27.3M 857,865 +509,273 +146%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$26.2M 822,642 +438,392 +114%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$17.7M 555,845 +199,423 +56%
NC
10
NewSquare Capital
Pennsylvania
$16.2M 510,011 +509,060 +53,529%
MML Investors Services
11
MML Investors Services
Massachusetts
$15.1M 473,298 +263,027 +125%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$13.2M 414,038 +319,769 +339%
Ameriprise
13
Ameriprise
Minnesota
$12.6M 395,829 +251,280 +174%
SB
14
Suntrust Banks
Georgia
$11.5M 361,020 +175,951 +95%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$10.2M 319,406 +174,765 +121%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$10.2M 319,197 +189,569 +146%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$8.14M 255,819 +17,040 +7%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$8.07M 253,560 +173,212 +216%
NA
19
NewEdge Advisors
Louisiana
$6.73M 211,505 +211,505 New
HCIA
20
Hochman Cole Investment Advisors
Illinois
$6.29M 197,846 -11,224 -5%
ODG
21
O'Dell Group
Ohio
$5.07M 159,484 +159,484 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$4.35M 136,729 +50,917 +59%
PFS
23
Prospera Financial Services
Texas
$4.35M 136,673 +2,296 +2%
AG
24
Advisor Group
Arizona
$3.96M 124,448 -54,732 -31%
UCFA
25
United Capital Financial Advisors
Texas
$3.79M 119,211 +1,767 +2%