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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

198 hedge funds and large institutions have $998M invested in First Trust Financials AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 81 increasing their positions, 68 reducing their positions, and 28 closing their positions.

Holders
198
Holders Change
-11
Holders Change %
-5.26%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
19
Increased
81
Reduced
68
Closed
28
Calls
$459K
Puts
–
Net Calls
+$459K
Net Calls Change
+$15K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$63.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$73.3M
3
Wells Fargo
3
Wells Fargo
California
$112M
4
LPL Financial
4
LPL Financial
California
$99.2M
5
PAG
5
Private Advisor Group
New Jersey
$8.38M

Top Sellers

1
CCFM
1
Clear Creek Financial Management
Washington
$0
2
EE
2
EWG Elevate
California
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.39M
4
DADC
4
D.A. Davidson & Co
Montana
$3.7M
5
Bank of America
5
Bank of America
North Carolina
$46.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$213M 4,635,921 +8,064 +0.2%
Wells Fargo
2
Wells Fargo
California
$112M 2,442,728 +304,186 +14%
LPL Financial
3
LPL Financial
California
$99.2M 2,161,546 +237,264 +12%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$73.3M 1,596,185 +319,753 +25%
UBS Group
5
UBS Group
Switzerland
$63.6M 1,385,422 +476,928 +52%
Bank of America
6
Bank of America
North Carolina
$46.8M 1,019,013 -228,642 -18%
Osaic Holdings
7
Osaic Holdings
Arizona
$30.8M 542,949 +94,219 +21%
RJA
8
Raymond James & Associates
Florida
$19.6M 426,009 +65,827 +18%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$19.1M 416,530 -206,205 -33%
Ameriprise
10
Ameriprise
Minnesota
$17.2M 373,097 -190,778 -34%
Truist Financial
11
Truist Financial
North Carolina
$15.6M 339,997 -104,709 -24%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$12.9M 281,597 -10,803 -4%
KAS
13
Kestra Advisory Services
Texas
$12.7M 277,272 +52,302 +23%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$12M 261,000 +49,492 +23%
Stifel Financial
15
Stifel Financial
Missouri
$11.4M 247,721 -8,517 -3%
SFS
16
Searcy Financial Services
Kansas
$9.77M 212,719 -192,977 -48%
PAG
17
Private Advisor Group
New Jersey
$8.38M 182,602 +155,126 +565%
Goldman Sachs
18
Goldman Sachs
New York
$7.37M 160,517 +76,038 +90%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$7.29M 158,803 -8,879 -5%
RIA
20
Regal Investment Advisors
Michigan
$6.71M 146,037 -2,858 -2%
NA
21
Navellier & Associates
Nevada
$5.85M 127,520 +2,326 +2%
PFS
22
Prospera Financial Services
Texas
$5.8M 126,331 -14,644 -10%
GIA
23
Gladstone Institutional Advisory
Florida
$5.55M 120,944 +92,909 +331%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$5.39M 117,335 -261,155 -69%
WWM
25
Western Wealth Management
Colorado
$5.1M 111,187 +65,161 +142%
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