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First Trust Financials AlphaDEX Fund

186 hedge funds and large institutions have $537M invested in First Trust Financials AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 40 increasing their positions, 89 reducing their positions, and 16 closing their positions.

Holders
186
Holders Change
+11
Holders Change %
+6.29%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
40
Reduced
89
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$173M 3,998,250 +1,873,654 +88%
Wells Fargo
2
Wells Fargo
California
$65.1M 1,503,208 -154,239 -9%
LPL Financial
3
LPL Financial
California
$57.4M 1,325,822 -66,364 -5%
Bank of America
4
Bank of America
North Carolina
$20.4M 472,112 -37,143 -7%
UBS Group
5
UBS Group
Switzerland
$19.1M 440,187 +5,065 +1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$13.2M 304,922 -13,690 -4%
RJA
7
Raymond James & Associates
Florida
$12.5M 289,737 -63,821 -18%
Ameriprise
8
Ameriprise
Minnesota
$7.56M 174,682 -54,126 -24%
Stifel Financial
9
Stifel Financial
Missouri
$7.39M 170,694 -35,397 -17%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6.01M 138,853 -6,670 -5%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.9M 136,334 -27,102 -17%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.89M 136,099 -21,773 -14%
MML Investors Services
13
MML Investors Services
Massachusetts
$5.45M 125,875 +32,043 +34%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$5.33M 123,113 +3,341 +3%
CAN
15
Cetera Advisor Networks
California
$4.95M 114,352 +59,788 +110%
VAS
16
Vestmark Advisory Solutions
Massachusetts
$4.74M 109,568 +7,512 +7%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.57M 105,550 -3,633 -3%
IAA
18
Independent Advisor Alliance
North Carolina
$4.53M 104,758 +675 +0.6%
Truist Financial
19
Truist Financial
North Carolina
$4.39M 101,497 -15,511 -13%
SA
20
SFI Advisors
New Jersey
$4.21M 97,334 -14,857 -13%
NA
21
Navellier & Associates
Nevada
$3.84M 88,600 +4,107 +5%
CA
22
Crumly & Associates
Illinois
$3.66M 84,546 -14,537 -15%
DADC
23
D.A. Davidson & Co
Montana
$3.62M 83,670 +825 +1%
CIA
24
Concurrent Investment Advisors
Florida
$3.47M 80,089 +80,089 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.41M 78,866 -4,051 -5%