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First Trust Financials AlphaDEX Fund

174 hedge funds and large institutions have $489M invested in First Trust Financials AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 93 reducing their positions, and 41 closing their positions.

Holders
174
Holders Change
-33
Holders Change %
-15.94%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
40
Reduced
93
Closed
41
Calls
$226K
Puts
$298K
Net Calls
-$72K
Net Calls Change
-$72K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$87.3M 2,316,644 -819,323 -26%
Wells Fargo
2
Wells Fargo
California
$65.6M 1,739,464 +52,612 +3%
LPL Financial
3
LPL Financial
California
$54.5M 1,446,635 -147,462 -9%
Bank of America
4
Bank of America
North Carolina
$26.6M 705,020 -146,630 -17%
Ameriprise
5
Ameriprise
Minnesota
$20M 529,372 -38,739 -7%
UBS Group
6
UBS Group
Switzerland
$17.3M 458,497 -502,212 -52%
ODG
7
O'Dell Group
Ohio
$15M 397,595 +24,354 +7%
RJA
8
Raymond James & Associates
Florida
$14.8M 392,629 -308,565 -44%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$13.8M 365,724 -59,697 -14%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$8.07M 214,051 -149,750 -41%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$7.04M 186,783 -162,963 -47%
Stifel Financial
12
Stifel Financial
Missouri
$7.01M 185,918 -117,811 -39%
Truist Financial
13
Truist Financial
North Carolina
$6.81M 180,734 -169,696 -48%
RIA
14
Regal Investment Advisors
Michigan
$6.48M 171,863 -506 -0.3%
Osaic Holdings
15
Osaic Holdings
Arizona
$6.38M 169,110 -37,176 -18%
KAS
16
Kestra Advisory Services
Texas
$6.11M 162,140 +34,878 +27%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.6M 148,515 -1,338 -0.9%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$4.67M 123,733 -11,880 -9%
CAS
19
Coppell Advisory Solutions
Texas
$4.51M 119,676 +106,815 +831%
SA
20
SFI Advisors
New Jersey
$4.04M 107,147 +728 +0.7%
HighTower Advisors
21
HighTower Advisors
Illinois
$4M 105,962 -3,653 -3%
IAA
22
Independent Advisor Alliance
North Carolina
$3.87M 102,735 +22,536 +28%
CA
23
Crumly & Associates
Illinois
$3.8M 100,671 -30,963 -24%
MML Investors Services
24
MML Investors Services
Massachusetts
$3.28M 87,074 +1,423 +2%
DADC
25
D.A. Davidson & Co
Montana
$3M 79,555 -4,979 -6%