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First Trust Financials AlphaDEX Fund

209 hedge funds and large institutions have $1.05B invested in First Trust Financials AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 88 increasing their positions, 40 reducing their positions, and 15 closing their positions.

Holders
209
Holders Change
+37
Holders Change %
+21.51%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
55
Increased
88
Reduced
40
Closed
15
Calls
$444K
Puts
Net Calls
+$444K
Net Calls Change
+$444K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$214M 4,627,857 +532,629 +13%
Wells Fargo
2
Wells Fargo
California
$99M 2,138,542 -153,843 -7%
LPL Financial
3
LPL Financial
California
$89.1M 1,924,282 +325,889 +20%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$59.1M 1,276,432 -121,746 -9%
Bank of America
5
Bank of America
North Carolina
$57.7M 1,247,655 +228,696 +22%
UBS Group
6
UBS Group
Switzerland
$42M 908,494 -69,942 -7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$28.8M 622,735 +431,548 +226%
Ameriprise
8
Ameriprise
Minnesota
$26.1M 563,875 +64,785 +13%
Osaic Holdings
9
Osaic Holdings
Arizona
$20.8M 448,730 -47,359 -10%
Truist Financial
10
Truist Financial
North Carolina
$20.6M 444,706 +17,606 +4%
SFS
11
Searcy Financial Services
Kansas
$18.8M 405,696 +209,669 +107%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$17.5M 378,490 +141,617 +60%
RJA
13
Raymond James & Associates
Florida
$16.7M 360,182 +34,691 +11%
DADC
14
D.A. Davidson & Co
Montana
$15.7M 338,246 +6,342 +2%
CCFM
15
Clear Creek Financial Management
Washington
$14.6M 315,418 +315,418 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$13.5M 292,400 +18,577 +7%
EE
17
EWG Elevate
California
$13.4M 288,454 +288,454 New
Stifel Financial
18
Stifel Financial
Missouri
$11.9M 256,238 +45,340 +21%
CA
19
Crumly & Associates
Illinois
$10.8M 233,726 -63,424 -21%
KAS
20
Kestra Advisory Services
Texas
$10.4M 224,970 +73,729 +49%
AWM
21
AE Wealth Management
Kansas
$10.2M 220,907 +51,011 +30%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$9.79M 211,508 -27,984 -12%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$7.76M 167,682 +3,747 +2%
RIA
24
Regal Investment Advisors
Michigan
$6.89M 148,895 +5,205 +4%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$6.81M 147,242 +56,969 +63%