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First Trust Financials AlphaDEX Fund

174 hedge funds and large institutions have $901M invested in First Trust Financials AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 91 increasing their positions, 20 reducing their positions, and 11 closing their positions.

Holders
174
Holders Change
+22
Holders Change %
+14.47%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
34
Increased
91
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$174M 3,984,025 +240,350 +6%
Wells Fargo
2
Wells Fargo
California
$100M 2,294,388 +285,999 +14%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$70.9M 1,622,586 +922,409 +132%
LPL Financial
4
LPL Financial
California
$59.8M 1,370,282 +252,911 +23%
Bank of America
5
Bank of America
North Carolina
$54M 1,236,184 +83,810 +7%
UBS Group
6
UBS Group
Switzerland
$47.5M 1,088,763 +174,992 +19%
Ameriprise
7
Ameriprise
Minnesota
$43.8M 1,002,108 +445,951 +80%
EF
8
Empowered Funds
Pennsylvania
$24.2M 553,570 +553,570 New
BCI
9
Brinker Capital Investments
Pennsylvania
$22.8M 521,000
Truist Financial
10
Truist Financial
North Carolina
$17.7M 404,442 +161,927 +67%
Osaic Holdings
11
Osaic Holdings
Arizona
$14.7M 337,053 +89,456 +36%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$14.1M 323,609 +200,608 +163%
RJA
13
Raymond James & Associates
Florida
$13.2M 302,753 +33,418 +12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$11.9M 271,539 +51,019 +23%
Stifel Financial
15
Stifel Financial
Missouri
$11.4M 261,444 +94,935 +57%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$10.3M 236,530 +40,351 +21%
CA
17
Crumly & Associates
Illinois
$10.2M 233,844 +126,281 +117%
FEG
18
Financial Enhancement Group
Indiana
$7.89M 180,670 -17,804 -9%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$7.46M 170,845 +16,716 +11%
NA
20
Navellier & Associates
Nevada
$7.46M 170,765 -4,289 -2%
SFS
21
Searcy Financial Services
Kansas
$7.45M 170,693 +170,693 New
RIA
22
Regal Investment Advisors
Michigan
$7.02M 160,801 +160,801 New
IA
23
IFP Advisors
Florida
$6.92M 158,475 +153,926 +3,384%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$6.86M 157,006 +80,377 +105%
HighTower Advisors
25
HighTower Advisors
Illinois
$6.79M 155,598 +66,339 +74%