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First Trust Financials AlphaDEX Fund

186 hedge funds and large institutions have $652M invested in First Trust Financials AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 77 reducing their positions, and 12 closing their positions.

Holders
186
Holders Change
+2
Holders Change %
+1.09%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
56
Reduced
77
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$132M 3,597,449 -152,933 -4%
LPL Financial
2
LPL Financial
California
$79.2M 2,151,398 +167,991 +8%
Wells Fargo
3
Wells Fargo
California
$67.6M 1,837,761 -66,044 -3%
UBS Group
4
UBS Group
Switzerland
$53.2M 1,444,533 -2,848 -0.2%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$34.5M 935,941 +7,241 +0.8%
Bank of America
6
Bank of America
North Carolina
$33.2M 901,556 +2,832 +0.3%
RJA
7
Raymond James & Associates
Florida
$22.7M 616,689 -10,937 -2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11.3M 307,475 +49,406 +19%
Stifel Financial
9
Stifel Financial
Missouri
$9.62M 261,374 -12,307 -4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$9.1M 247,142 -4,733 -2%
DADC
11
D.A. Davidson & Co
Montana
$8.74M 237,420 +72,622 +44%
Truist Financial
12
Truist Financial
North Carolina
$8.25M 224,130 -9,859 -4%
KAS
13
Kestra Advisory Services
Texas
$8.01M 217,566 -9,921 -4%
Ameriprise
14
Ameriprise
Minnesota
$7.17M 194,712 -43,733 -18%
CA
15
Crumly & Associates
Illinois
$6.94M 188,612 +46,452 +33%
Osaic Holdings
16
Osaic Holdings
Arizona
$6.94M 188,471 -30,326 -14%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$6.29M 170,936 -45,656 -21%
IAIM
18
International Assets Investment Management
Florida
$6.29M 136,363 +4,165 +3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$6.1M 165,624 -302 -0.2%
RIA
20
Regal Investment Advisors
Michigan
$5.93M 161,013 +8,257 +5%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$5.44M 147,671 -13,070 -8%
BRWA
22
B. Riley Wealth Advisors
Florida
$5.2M 141,224 +34,460 +32%
HighTower Advisors
23
HighTower Advisors
Illinois
$4.16M 113,101 -20,805 -16%
WWM
24
Western Wealth Management
Colorado
$3.89M 105,476 +286 +0.3%
TA
25
TrueWealth Advisors
Alabama
$3.81M 103,546 +5,501 +6%