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First Trust Financials AlphaDEX Fund

152 hedge funds and large institutions have $641M invested in First Trust Financials AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 51 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
152
Holders Change
+25
Holders Change %
+19.69%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
41
Increased
51
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$156M 3,743,675 +945,768 +34%
Wells Fargo
2
Wells Fargo
California
$83.5M 2,008,389 +559,953 +39%
Bank of America
3
Bank of America
North Carolina
$47.9M 1,152,374 +466,606 +68%
LPL Financial
4
LPL Financial
California
$46.5M 1,117,371 +218,525 +24%
UBS Group
5
UBS Group
Switzerland
$38M 913,771 +334,784 +58%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$29.1M 700,177 +237,155 +51%
Ameriprise
7
Ameriprise
Minnesota
$23.1M 556,157 +454,169 +445%
BCI
8
Brinker Capital Investments
Pennsylvania
$21.7M 521,000
RJA
9
Raymond James & Associates
Florida
$11.2M 269,335 +81,778 +44%
Osaic Holdings
10
Osaic Holdings
Arizona
$10.3M 247,597 +158,847 +179%
Truist Financial
11
Truist Financial
North Carolina
$10.1M 242,515 -64,524 -21%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$9.17M 220,520 -52,566 -19%
FEG
13
Financial Enhancement Group
Indiana
$8.26M 198,474 +18,589 +10%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.16M 196,179 +78,002 +66%
NA
15
Navellier & Associates
Nevada
$7.28M 175,054 -8,483 -5%
Stifel Financial
16
Stifel Financial
Missouri
$6.93M 166,509 +108,314 +186%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$6.41M 154,129 +13,948 +10%
FEM
18
Fulcrum Equity Management
Texas
$6.14M 147,561 -22,200 -13%
PFS
19
Prospera Financial Services
Texas
$5.51M 132,452 -34,378 -21%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$5.12M 123,001 +77,740 +172%
CA
21
Crumly & Associates
Illinois
$4.48M 107,563 +107,563 New
SL
22
Savior LLC
Massachusetts
$4.24M 101,920 +101,920 New
SPC
23
Sigma Planning Corp
Michigan
$3.91M 93,988 +93,988 New
MML Investors Services
24
MML Investors Services
Massachusetts
$3.77M 90,513 -6,546 -7%
HighTower Advisors
25
HighTower Advisors
Illinois
$3.7M 89,259 +4,426 +5%