FXO icon

First Trust Financials AlphaDEX Fund

229 hedge funds and large institutions have $2.64B invested in First Trust Financials AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 85 increasing their positions, 57 reducing their positions, and 6 closing their positions.

Holders
229
Holders Change
+41
Holders Change %
+21.81%
% of All Funds
3.05%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
51
Increased
85
Reduced
57
Closed
6
Calls
$406K
Puts
Net Calls
+$406K
Net Calls Change
+$406K
Name Market Value Shares Shares
Change
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.03B 19,033 -165 -0.9%
First Trust Advisors
2
First Trust Advisors
Illinois
$815M 15,055,890 +15,055,890 New
Morgan Stanley
3
Morgan Stanley
New York
$134M 2,479,795 +557,732 +29%
Wells Fargo
4
Wells Fargo
California
$103M 1,895,196 +510,415 +37%
LPL Financial
5
LPL Financial
California
$79.3M 1,465,260 +110,621 +8%
Raymond James Financial
6
Raymond James Financial
Florida
$38.1M 704,330 +704,330 New
UBS Group
7
UBS Group
Switzerland
$26.6M 491,143 +46,097 +10%
Bank of America
8
Bank of America
North Carolina
$24M 443,160 +5,943 +1%
ASN
9
Advisory Services Network
Georgia
$18.6M 343,460 +343,460 New
NA
10
NewEdge Advisors
Louisiana
$17.8M 328,568 +315,630 +2,440%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$15.6M 287,716 +75,426 +36%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$14.7M 272,452 +152,320 +127%
Ameriprise
13
Ameriprise
Minnesota
$14.6M 269,507 +104,241 +63%
DADC
14
D.A. Davidson & Co
Montana
$12.7M 235,077 +149,757 +176%
ODG
15
O'Dell Group
Ohio
$12.2M 224,809 +224,809 New
Truist Financial
16
Truist Financial
North Carolina
$12.1M 223,587 +134,948 +152%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$10.8M 200,134 +46,829 +31%
Stifel Financial
18
Stifel Financial
Missouri
$10.6M 195,573 +26,006 +15%
Osaic Holdings
19
Osaic Holdings
Arizona
$10.2M 188,652 +44,950 +31%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$8.66M 159,988 +92,021 +135%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$8.42M 155,497 +48,852 +46%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$8.12M 150,000 +150,000 New
BEI
23
Benjamin Edwards Inc
Missouri
$8.01M 147,953 +126,284 +583%
VCM
24
Virtue Capital Management
Tennessee
$6.82M 125,934 -3,575 -3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$6.82M 125,922 +4,055 +3%