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First Trust Financials AlphaDEX Fund

182 hedge funds and large institutions have $507M invested in First Trust Financials AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 83 reducing their positions, and 15 closing their positions.

Holders
182
Holders Change
-4
Holders Change %
-2.15%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
49
Reduced
83
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$91.7M 1,929,966 -2,068,284 -52%
LPL Financial
2
LPL Financial
California
$64.3M 1,352,199 +26,377 +2%
Wells Fargo
3
Wells Fargo
California
$62.2M 1,307,910 -195,298 -13%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22.8M 480,563 +175,641 +58%
Bank of America
5
Bank of America
North Carolina
$22.6M 475,303 +3,191 +0.7%
UBS Group
6
UBS Group
Switzerland
$19.6M 411,601 -28,586 -6%
RJA
7
Raymond James & Associates
Florida
$15.5M 325,706 +35,969 +12%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$11.7M 245,806 +140,256 +133%
Truist Financial
9
Truist Financial
North Carolina
$10.8M 226,337 +124,840 +123%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$8.9M 187,339 +51,240 +38%
Stifel Financial
11
Stifel Financial
Missouri
$8.33M 175,204 +4,510 +3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$7.7M 162,119 +23,266 +17%
Ameriprise
13
Ameriprise
Minnesota
$6.56M 138,051 -36,631 -21%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$6.37M 134,041 +101,820 +316%
SA
15
SFI Advisors
New Jersey
$6.07M 127,772 +30,438 +31%
VCM
16
Virtue Capital Management
Tennessee
$5.99M 134,046 +134,046 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$5.76M 121,271 -1,842 -1%
VAS
18
Vestmark Advisory Solutions
Massachusetts
$5.39M 113,504 +3,936 +4%
Osaic Holdings
19
Osaic Holdings
Arizona
$5.15M 108,313 -28,021 -21%
IAA
20
Independent Advisor Alliance
North Carolina
$4.47M 94,157 -10,601 -10%
DADC
21
D.A. Davidson & Co
Montana
$3.99M 84,025 +355 +0.4%
MCM
22
Monument Capital Management
Virginia
$3.87M 81,366 +66,825 +460%
NA
23
Navellier & Associates
Nevada
$3.83M 80,537 -8,063 -9%
GS
24
GTS Securities
New York
$3.82M 80,376 +73,732 +1,110%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.5M 73,678 -5,188 -7%