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First Trust Financials AlphaDEX Fund

184 hedge funds and large institutions have $692M invested in First Trust Financials AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 74 reducing their positions, and 33 closing their positions.

Holders
184
Holders Change
-14
Holders Change %
-7.07%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
55
Reduced
74
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$146M 3,750,382 -885,539 -19%
LPL Financial
2
LPL Financial
California
$77.1M 1,983,407 -178,139 -8%
Wells Fargo
3
Wells Fargo
California
$74M 1,903,805 -538,923 -22%
UBS Group
4
UBS Group
Switzerland
$56.2M 1,447,381 +61,959 +4%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$36.1M 928,700 -667,485 -42%
Bank of America
6
Bank of America
North Carolina
$34.9M 898,724 -120,289 -12%
RJA
7
Raymond James & Associates
Florida
$24.4M 627,626 +201,617 +47%
Stifel Financial
8
Stifel Financial
Missouri
$10.6M 273,681 +25,960 +10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10M 258,069 -2,931 -1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$9.79M 251,875 -29,722 -11%
Ameriprise
11
Ameriprise
Minnesota
$9.27M 238,445 -134,652 -36%
Truist Financial
12
Truist Financial
North Carolina
$9.09M 233,989 -106,008 -31%
KAS
13
Kestra Advisory Services
Texas
$8.84M 227,487 -49,785 -18%
Osaic Holdings
14
Osaic Holdings
Arizona
$8.5M 218,797 -324,152 -60%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$8.41M 216,592 -199,938 -48%
PAG
16
Private Advisor Group
New Jersey
$6.74M 173,535 -9,067 -5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$6.45M 165,926 +48,591 +41%
DADC
18
D.A. Davidson & Co
Montana
$6.4M 164,798 +84,228 +105%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$6.36M 160,741 +1,938 +1%
RIA
20
Regal Investment Advisors
Michigan
$5.94M 152,756 +6,719 +5%
CA
21
Crumly & Associates
Illinois
$5.52M 142,160 +62,130 +78%
HighTower Advisors
22
HighTower Advisors
Illinois
$5.21M 133,906 +36,198 +37%
BRWA
23
B. Riley Wealth Advisors
Florida
$4.15M 106,764 +95,728 +867%
WWM
24
Western Wealth Management
Colorado
$4.09M 105,190 -5,997 -5%
TA
25
TrueWealth Advisors
Alabama
$3.81M 98,045 +18,586 +23%