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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

182 hedge funds and large institutions have $483M invested in First Trust Financials AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 73 reducing their positions, and 12 closing their positions.

Holders
182
Holders Change
–
Holders Change %
0%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
55
Reduced
73
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$23.2M
2
SAM
2
Secure Asset Management
Michigan
$3.94M
3
SWP
3
Stratos Wealth Partners
Ohio
$2.71M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.94M
5
Ameriprise
5
Ameriprise
Minnesota
$8.03M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$4.14M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$16M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.62M
4
RJA
4
Raymond James & Associates
Florida
$11.9M
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$90.2M 1,949,157 +19,191 +1%
LPL Financial
2
LPL Financial
California
$64.1M 1,384,081 +31,882 +2%
Wells Fargo
3
Wells Fargo
California
$61M 1,317,933 +10,023 +0.8%
UBS Group
4
UBS Group
Switzerland
$23.2M 500,846 +89,245 +22%
Bank of America
5
Bank of America
North Carolina
$21M 452,691 -22,612 -5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$16M 346,693 -133,870 -28%
RJA
7
Raymond James & Associates
Florida
$11.9M 256,379 -69,327 -21%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.84M 212,649 +25,310 +14%
Ameriprise
9
Ameriprise
Minnesota
$8.03M 173,417 +35,366 +26%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$7.75M 167,501 +5,382 +3%
Stifel Financial
11
Stifel Financial
Missouri
$7.57M 163,536 -11,668 -7%
Osaic Holdings
12
Osaic Holdings
Arizona
$6.94M 149,834 +41,521 +38%
VCM
13
Virtue Capital Management
Tennessee
$6.84M 137,983 +3,937 +3%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$6.31M 136,248 +2,207 +2%
SA
15
SFI Advisors
New Jersey
$6.1M 131,712 +3,940 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.62M 121,408 -124,398 -51%
VAS
17
Vestmark Advisory Solutions
Massachusetts
$5.36M 115,749 +2,245 +2%
MCM
18
Monument Capital Management
Virginia
$4.89M 105,547 +24,181 +30%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$4.78M 103,156 -18,115 -15%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$4.77M 103,048 +29,370 +40%
IAA
21
Independent Advisor Alliance
North Carolina
$4.19M 90,414 -3,743 -4%
Truist Financial
22
Truist Financial
North Carolina
$4.14M 89,481 -136,856 -60%
SAM
23
Secure Asset Management
Michigan
$3.94M 85,048 +45,600 +116%
DADC
24
D.A. Davidson & Co
Montana
$3.85M 83,220 -805 -1%
NA
25
Navellier & Associates
Nevada
$3.53M 76,350 -4,187 -5%
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