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First Trust Financials AlphaDEX Fund

172 hedge funds and large institutions have $848M invested in First Trust Financials AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
172
Holders Change
-2
Holders Change %
-1.15%
% of All Funds
3.02%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
18
Increased
61
Reduced
56
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$181M 4,095,228 +111,203 +3%
Wells Fargo
2
Wells Fargo
California
$101M 2,292,385 -2,003 -0.1%
LPL Financial
3
LPL Financial
California
$70.7M 1,598,393 +228,111 +17%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$61.9M 1,398,178 -224,408 -14%
Bank of America
5
Bank of America
North Carolina
$45.1M 1,018,959 -217,225 -18%
UBS Group
6
UBS Group
Switzerland
$43.3M 978,436 -110,327 -10%
Ameriprise
7
Ameriprise
Minnesota
$22.1M 499,090 -503,018 -50%
Osaic Holdings
8
Osaic Holdings
Arizona
$22M 496,089 +159,036 +47%
Truist Financial
9
Truist Financial
North Carolina
$18.9M 427,100 +22,658 +6%
DADC
10
D.A. Davidson & Co
Montana
$14.7M 331,904 +264,784 +394%
RJA
11
Raymond James & Associates
Florida
$14.4M 325,491 +22,738 +8%
CA
12
Crumly & Associates
Illinois
$13.1M 297,150 +63,306 +27%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$12.1M 273,823 +2,284 +0.8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$10.6M 239,492 +2,962 +1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$10.5M 236,873 -86,736 -27%
Stifel Financial
16
Stifel Financial
Missouri
$9.33M 210,898 -50,546 -19%
SFS
17
Searcy Financial Services
Kansas
$8.67M 196,027 +25,334 +15%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$8.46M 191,187 +34,181 +22%
AWM
19
AE Wealth Management
Kansas
$7.52M 169,896 +155,204 +1,056%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$7.25M 163,935 -6,910 -4%
NA
21
Navellier & Associates
Nevada
$7.22M 163,201 -7,564 -4%
KAS
22
Kestra Advisory Services
Texas
$6.69M 151,241 +124,028 +456%
RIA
23
Regal Investment Advisors
Michigan
$6.36M 143,690 -17,111 -11%
PFS
24
Prospera Financial Services
Texas
$6.14M 138,846 +3,773 +3%
MML Investors Services
25
MML Investors Services
Massachusetts
$5.76M 130,081 +2,409 +2%