FXO icon

First Trust Financials AlphaDEX Fund

213 hedge funds and large institutions have $694M invested in First Trust Financials AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 10 closing their positions.

Holders
213
Holders Change
+27
Holders Change %
+14.52%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
39
Increased
65
Reduced
76
Closed
10
Calls
$213K
Puts
Net Calls
+$213K
Net Calls Change
+$213K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$135M 3,307,039 -290,410 -8%
LPL Financial
2
LPL Financial
California
$70.5M 1,721,856 -429,542 -20%
Wells Fargo
3
Wells Fargo
California
$69.4M 1,693,690 -144,071 -8%
UBS Group
4
UBS Group
Switzerland
$50.7M 1,237,964 -206,569 -14%
Bank of America
5
Bank of America
North Carolina
$36M 879,758 -21,798 -2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$35.2M 860,265 -75,676 -8%
RJA
7
Raymond James & Associates
Florida
$25M 611,507 -5,182 -0.8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$13.3M 325,194 +17,719 +6%
Truist Financial
9
Truist Financial
North Carolina
$11.3M 275,386 +51,256 +23%
DADC
10
D.A. Davidson & Co
Montana
$10.7M 262,184 +24,764 +10%
Stifel Financial
11
Stifel Financial
Missouri
$9.99M 244,010 -17,364 -7%
Osaic Holdings
12
Osaic Holdings
Arizona
$9.17M 223,932 +35,461 +19%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.11M 222,450 -24,692 -10%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$8.38M 204,511 +33,575 +20%
Ameriprise
15
Ameriprise
Minnesota
$7.69M 187,850 -6,862 -4%
Goldman Sachs
16
Goldman Sachs
New York
$7.53M 183,844 +130,062 +242%
BRWA
17
B. Riley Wealth Advisors
Florida
$7.22M 176,287 +35,063 +25%
RIA
18
Regal Investment Advisors
Michigan
$6.45M 157,549 -3,464 -2%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$5.83M 142,324 -5,347 -4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$5.81M 141,936 -23,688 -14%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$5.81M 141,828 +83,782 +144%
KAS
22
Kestra Advisory Services
Texas
$5.15M 125,839 -91,727 -42%
CA
23
Crumly & Associates
Illinois
$5.14M 125,400 -63,212 -34%
FEG
24
Financial Enhancement Group
Indiana
$4.99M 108,203 +107,023 +9,070%
TA
25
TrueWealth Advisors
Alabama
$4.36M 106,475 +2,929 +3%