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First Trust Financials AlphaDEX Fund

188 hedge funds and large institutions have $521M invested in First Trust Financials AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 78 reducing their positions, and 11 closing their positions.

Holders
188
Holders Change
+6
Holders Change %
+3.3%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
53
Reduced
78
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$98.3M 1,922,063 -27,094 -1%
Wells Fargo
2
Wells Fargo
California
$70.8M 1,384,781 +66,848 +5%
LPL Financial
3
LPL Financial
California
$69.3M 1,354,639 -29,442 -2%
UBS Group
4
UBS Group
Switzerland
$22.8M 445,046 -55,800 -11%
Bank of America
5
Bank of America
North Carolina
$22.4M 437,217 -15,474 -3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$14.2M 276,955 -69,738 -20%
RJA
7
Raymond James & Associates
Florida
$12.5M 245,115 -11,264 -4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$10.9M 212,290 -359 -0.2%
Stifel Financial
9
Stifel Financial
Missouri
$8.67M 169,567 +6,031 +4%
Ameriprise
10
Ameriprise
Minnesota
$8.47M 165,266 -8,151 -5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$7.84M 153,305 -14,196 -8%
Osaic Holdings
12
Osaic Holdings
Arizona
$7.35M 143,702 -6,132 -4%
SA
13
SFI Advisors
New Jersey
$6.64M 129,946 -1,766 -1%
VCM
14
Virtue Capital Management
Tennessee
$6.62M 129,509 -8,474 -6%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$6.23M 121,867 -14,381 -11%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$6.14M 120,132 -1,276 -1%
VAS
17
Vestmark Advisory Solutions
Massachusetts
$5.83M 114,064 -1,685 -1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$5.45M 106,645 +3,597 +3%
MCM
19
Monument Capital Management
Virginia
$5.16M 100,977 -4,570 -4%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$5.11M 99,962 -3,194 -3%
SAM
21
Secure Asset Management
Michigan
$5.01M 98,062 +13,014 +15%
Truist Financial
22
Truist Financial
North Carolina
$4.53M 88,639 -842 -0.9%
DADC
23
D.A. Davidson & Co
Montana
$4.36M 85,320 +2,100 +3%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$3.48M 67,967 +23,219 +52%
NA
25
Navellier & Associates
Nevada
$3.02M 59,065 -17,285 -23%