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First Trust Financials AlphaDEX Fund

127 hedge funds and large institutions have $326M invested in First Trust Financials AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 69 reducing their positions, and 60 closing their positions.

Holders
127
Holders Change
-47
Holders Change %
-27.01%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
17
Increased
25
Reduced
69
Closed
60
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$74.2M 3,508,523 -1,748,322 -33%
Wells Fargo
2
Wells Fargo
California
$48.3M 2,287,066 -2,238,027 -49%
UBS Group
3
UBS Group
Switzerland
$29.3M 1,385,067 -835,706 -38%
Bank of America
4
Bank of America
North Carolina
$25.3M 1,196,918 -1,078,061 -47%
LPL Financial
5
LPL Financial
California
$19.6M 925,590 -129,335 -12%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$16.7M 791,863 -156,124 -16%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$8.86M 419,182 +386,509 +1,183%
RJA
8
Raymond James & Associates
Florida
$7.15M 338,031 -538,134 -61%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$6.29M 297,495 -36,856 -11%
Truist Financial
10
Truist Financial
North Carolina
$6.01M 284,267 -138,366 -33%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.55M 262,635 +4,948 +2%
RW
12
RVW Wealth
California
$5.29M 249,993 +249,993 New
Ameriprise
13
Ameriprise
Minnesota
$4.33M 203,729 -201,649 -50%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.31M 203,963 +203,963 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.01M 189,912 -394,120 -67%
HCIA
16
Hochman Cole Investment Advisors
Illinois
$3.41M 161,365 -26,857 -14%
Goldman Sachs
17
Goldman Sachs
New York
$2.81M 133,079 +72,769 +121%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$2.59M 122,417 -181,440 -60%
TRCT
19
Tower Research Capital (TRC)
New York
$2.49M 117,887 +117,787 +117,787%
MML Investors Services
20
MML Investors Services
Massachusetts
$2.25M 106,461 -343,269 -76%
BRWA
21
B. Riley Wealth Advisors
Florida
$2.18M 103,078 +103,078 New
Stifel Financial
22
Stifel Financial
Missouri
$2.14M 101,105 -32,400 -24%
Citadel Advisors
23
Citadel Advisors
Florida
$2.06M 97,528 +97,528 New
PFS
24
Prospera Financial Services
Texas
$2M 94,472 -39,422 -29%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.91M 90,284 -347,165 -79%