Who owns First Trust Financials AlphaDEX Fd?
- Ticker: FXO
- CUSIP Number: 33734X135
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Analyze quarterly positions in First Trust Financials AlphaDEX with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of First Trust Financials AlphaDEX stock
Who bought or sold First Trust Financials AlphaDEX Fd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1.5M | $65M | -9% | Dec 2023 |
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| Bank of America Corporation | 472k | $20M | -7% | Dec 2023 |
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| UBS Group | 440k | $19M | 1% | Dec 2023 |
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| Raymond James Financial Services Advisors | 305k | $13M | -4% | Dec 2023 |
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| Raymond James & Associates | 290k | $13M | -18% | Dec 2023 |
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| Stifel Financial | 171k | $7.4M | -17% | Dec 2023 |
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| Commonwealth Equity Services | 139k | $6.0M | -5% | Dec 2023 |
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| Advisor Group Holdings | 136k | $5.9M | -17% | Dec 2023 |
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| Royal Bank of Canada | 136k | $5.9M | -14% | Dec 2023 |
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| Janney Montgomery Scott | 123k | $5.3M | 3% | Dec 2023 |
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| Vestmark Advisory Solutions | 110k | $4.7M | 7% | Dec 2023 |
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| Independent Advisor Alliance | 105k | $4.5M | 1% | Dec 2023 |
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| Branch Banking & Trust Company | 102k | $4.4M | -13% | Dec 2023 |
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| SFI Advisors | 97k | $4.2M | -13% | Dec 2023 |
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| Navellier & Associates | 89k | $3.8M | 5% | Dec 2023 |
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| Crumly & Associates | 85k | $3.7M | -15% | Dec 2023 |
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| D.A. Davidson & Co. | 84k | $3.6M | 1% | Dec 2023 |
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| Concurrent Investment Advisors | 80k | $3.5M | 100% | Dec 2023 |
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| Cambridge Investment Research Advisors | 79k | $3.4M | -5% | Dec 2023 |
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| HighTower Advisors | 74k | $3.2M | -15% | Dec 2023 |
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| Kestra Advisory Services | 64k | $2.8M | -60% | Dec 2023 |
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| Rockefeller Capital Management | 54k | $2.4M | -2% | Dec 2023 |
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| Bnp Paribas Arbitrage, Snc | 50k | $2.2M | 0% | Dec 2023 |
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| Lincoln National | 50k | $2.2M | 1% | Dec 2023 |
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| Secure Asset Management | 48k | $2.1M | -18% | Dec 2023 |
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| Western Wealth Management | 43k | $1.8M | -4% | Dec 2023 |
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| Creative Planning | 41k | $1.8M | -8% | Dec 2023 |
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| International Assets Investment Management | 40k | $1.9M | -11% | Mar 2024 |
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| Choice Wealth Advisors | 38k | $1.6M | -2% | Dec 2023 |
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| Pacific Sun Financial Corp | 34k | $1.5M | -2% | Dec 2023 |
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| Koshinski Asset Management | 33k | $1.4M | 54% | Dec 2023 |
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| Daymark Wealth Partners | 29k | $1.2M | 2% | Dec 2023 |
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| Prospera Financial Services | 27k | $1.2M | -13% | Dec 2023 |
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| Wagner Wealth Management | 27k | $1.2M | -9% | Dec 2023 |
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| Kesler, Norman & Wride | 27k | $1.2M | 0% | Dec 2023 |
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| Ballew Advisors | 26k | $1.2M | -9% | Mar 2024 |
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| Steward Partners Investment Advisory | 26k | $1.1M | -2% | Dec 2023 |
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| DB Wealth Management Group | 26k | $1.1M | -15% | Dec 2023 |
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| Schrum Private Wealth Management | 26k | $1.1M | -3% | Dec 2023 |
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| Harbour Investments | 26k | $1.1M | -2% | Dec 2023 |
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| Certified Advisory Corp | 24k | $1.0M | 0% | Dec 2023 |
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| Change Path | 24k | $1.0M | 331% | Dec 2023 |
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| Spire Wealth Management | 24k | $1.0M | -39% | Dec 2023 |
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| Citadel Advisors | 21k | $915k | -43% | Dec 2023 |
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| SignalPoint Asset Management | 21k | $1.0M | 0% | Mar 2024 |
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| National Bank Of Canada /fi/ | 21k | $895k | -5% | Dec 2023 |
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| Private Advisor | 19k | $805k | -60% | Dec 2023 |
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| Cutter & CO Brokerage | 18k | $798k | -13% | Dec 2023 |
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| Benjamin F. Edwards & Company | 17k | $751k | -4% | Dec 2023 |
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| Kestra Private Wealth Services | 16k | $690k | -5% | Dec 2023 |
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| Nbc Securities | 15k | $715k | -1% | Mar 2024 |
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| HF Advisory Group | 15k | $649k | 3% | Dec 2023 |
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| Monument Capital Management | 15k | $630k | 100% | Dec 2023 |
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| Vishria Bird Financial Group | 15k | $628k | 0% | Dec 2023 |
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| 1858 Wealth Management | 14k | $623k | 100% | Mar 2024 |
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| Baird Financial | 14k | $607k | 34% | Dec 2023 |
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| Stratos Wealth Partners | 13k | $632k | -32% | Mar 2024 |
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| We Are One Seven | 13k | $567k | 5% | Dec 2023 |
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| Great Valley Advisor Group | 13k | $553k | -49% | Dec 2023 |
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| Goldman Sachs Group | 13k | $543k | 100% | Dec 2023 |
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| Flow Traders US | 12k | $513k | -49% | Dec 2023 |
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| GPS Wealth Strategies Group | 12k | $502k | -2% | Dec 2023 |
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| Ameritas Advisory Services | 11k | $487k | -32% | Dec 2023 |
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| William Blair $ Company | 11k | $472k | 0% | Dec 2023 |
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| RPg Family Wealth Advisory | 11k | $461k | 5% | Dec 2023 |
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| Southland Equity Partners | 11k | $499k | -6% | Mar 2024 |
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| Argent Trust | 10k | $433k | 0% | Dec 2023 |
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| J.w. Cole Advisors | 10k | $431k | 5% | Dec 2023 |
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| National Asset Management | 9.9k | $429k | -21% | Dec 2023 |
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| MAI Wealth Advisors | 9.9k | $428k | -1% | Dec 2023 |
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| CWM | 9.7k | $459k | 24% | Mar 2024 |
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| Pensionmark Financial Group | 9.6k | $417k | 2% | Dec 2023 |
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| Financial Freedom | 9.5k | $413k | 0% | Dec 2023 |
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| Pnc Financial Services | 8.9k | $384k | -10% | Dec 2023 |
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| CoreCap Advisors | 8.7k | $377k | -2% | Dec 2023 |
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| Cedar Brook Financial Partners | 8.3k | $394k | 0% | Mar 2024 |
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| Bsc Private Wealth Management | 8.3k | $358k | -23% | Dec 2023 |
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| TrueWealth Advisors | 8.3k | $358k | -26% | Dec 2023 |
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| SeaCrest Wealth Management | 8.1k | $353k | -11% | Dec 2023 |
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| Security Financial Services | 8.0k | $382k | 0% | Mar 2024 |
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| Sigma Planning | 7.9k | $343k | -60% | Dec 2023 |
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| PFG Advisors | 7.5k | $324k | -1% | Dec 2023 |
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| Two Sigma Investments | 7.4k | $320k | 100% | Dec 2023 |
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| AE Wealth Management | 7.4k | $328k | 29% | Dec 2023 |
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| Park Avenue Securities | 7.3k | $349k | -6% | Mar 2024 |
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| Principal Securities | 7.3k | $315k | 100% | Dec 2023 |
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| Level Four Advisory Services | 7.1k | $308k | -8% | Dec 2023 |
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| Focus Financial Network | 7.1k | $306k | 100% | Dec 2023 |
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| Ronald Blue Trust | 6.9k | $261k | 0% | Dec 2023 |
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| Financial Advocates Investment Management | 6.8k | $294k | -4% | Dec 2023 |
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| LexAurum Advisors | 6.7k | $292k | -13% | Dec 2023 |
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| Gts Securities | 6.6k | $288k | 100% | Dec 2023 |
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| Fortress Wealth Group | 6.5k | $286k | 0% | Dec 2023 |
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| Global Retirement Partners | 6.4k | $273k | 650% | Dec 2023 |
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| Apeiron RIA | 6.2k | $296k | 0% | Mar 2024 |
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| Lakeview Capital Partners | 6.2k | $268k | 6% | Dec 2023 |
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| Citigroup | 6.2k | $267k | -30% | Dec 2023 |
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| Raymond James Trust | 6.1k | $263k | 0% | Dec 2023 |
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| Sargent Investment Group | 5.9k | $255k | -4% | Dec 2023 |
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| Geneos Wealth Management | 5.6k | $244k | 0% | Dec 2023 |
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| Eudaimonia Partners | 5.6k | $244k | -7% | Dec 2023 |
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| Trilogy Capital | 5.6k | $242k | -7% | Dec 2023 |
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| H D Vest Advisory Services | 5.4k | $233k | -10% | Dec 2023 |
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| Wealthsource Partners | 5.4k | $232k | -16% | Dec 2023 |
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| IFP Advisors | 5.3k | $229k | -4% | Dec 2023 |
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| Venture Visionary Partners | 5.2k | $225k | 100% | Dec 2023 |
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| Prime Capital Investment Advisors | 5.2k | $224k | 100% | Dec 2023 |
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| Register Financial Advisors | 4.9k | $231k | 0% | Mar 2024 |
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| Private Trust Co Na | 4.8k | $209k | -17% | Dec 2023 |
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| Envestnet Portfolio Solutions | 4.8k | $206k | 100% | Dec 2023 |
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| WMG Financial Advisors | 4.7k | $205k | 100% | Dec 2023 |
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| Petix & Botte | 4.7k | $202k | 100% | Dec 2023 |
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| Purus Wealth Management | 4.4k | $210k | 100% | Mar 2024 |
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| MTM Investment Management | 4.2k | $183k | 0% | Dec 2023 |
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| Smithfield Trust Company | 3.5k | $145k | 100% | Dec 2023 |
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| Dan Callahan | 3.4k | $163k | -23% | Mar 2024 |
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| Impact Partnership Wealth | 3.3k | $145k | 0% | Dec 2023 |
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| Coppell Advisory Solutions | 2.8k | $120k | 799% | Dec 2023 |
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| Bellevue Asset Management | 2.5k | $110k | -39% | Dec 2023 |
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| Proequities | 2.4k | $104M | 87% | Dec 2023 |
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| Horizon Bancorp | 2.3k | $99k | 0% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 2.3k | $98k | 0% | Dec 2023 |
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| O'shaughnessy Asset Management | 2.1k | $91k | 22% | Dec 2023 |
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| Bank Of Montreal | 1.9k | $81k | 0% | Dec 2023 |
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| Fortitude Family Office | 1.8k | $87k | 0% | Mar 2024 |
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| Northwest Financial Advisors | 1.8k | $76k | 100% | Dec 2023 |
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| Founders Financial Alliance | 1.7k | $73k | -5% | Dec 2023 |
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| Tidemark | 1.6k | $71k | 100% | Dec 2023 |
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| Capital Investment Advisory Services | 1.6k | $71k | -30% | Dec 2023 |
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| Planning Capital Management Corp | 1.6k | $69k | 100% | Dec 2023 |
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| Us Bancorp | 1.4k | $63k | -2% | Dec 2023 |
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| O'Dell Group | 1.3k | $56k | 100% | Dec 2023 |
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| Bartlett & Co. | 1.2k | $53k | 0% | Dec 2023 |
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| Bartlett & Co. Wealth Management | 1.2k | $53k | 0% | Dec 2023 |
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| VitalStone Financial | 1.2k | $51k | 327% | Dec 2023 |
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| Addison Advisors | 1.2k | $51k | 0% | Dec 2023 |
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| Benjamin Edwards | 1.1k | $49k | 1% | Dec 2023 |
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| Advisory Services Network | 918.00 | $40k | 100% | Dec 2023 |
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| Jpmorgan Chase & Co | 870.00 | $38k | 0% | Dec 2023 |
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| Sunbelt Securities | 698.00 | $33k | 0% | Mar 2024 |
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| Live Oak Investment Partners | 612.00 | $27k | 0% | Dec 2023 |
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| Washington Trust Company | 548.00 | $24k | 0% | Dec 2023 |
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| Farther Finance Advisors | 522.00 | $23k | -79% | Dec 2023 |
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| Hexagon Capital Partners | 521.00 | $23k | 0% | Dec 2023 |
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| Provence Wealth Management Group | 500.00 | $22k | 0% | Dec 2023 |
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| MCF Advisors | 400.00 | $19k | 0% | Mar 2024 |
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| Westside Investment Management | 364.00 | $16k | 0% | Dec 2023 |
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| AlphaMark Advisors | 350.00 | $15k | 0% | Dec 2023 |
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| Larson Financial Group | 343.00 | $15k | -1% | Dec 2023 |
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| Mather Group | 272.00 | $12k | 100% | Mar 2024 |
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| EPG Wealth Management | 258.00 | $11k | -27% | Dec 2023 |
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Who sold out of First Trust Financials AlphaDEX?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| IronBridge Private Wealth | Sep 2023 | 97k | $3.7M |
| Jane Street | Sep 2023 | 74k | $2.8M |
| Credit Suisse | Sep 2023 | 31k | $1.2M |
| Paragon Private Wealth Management | Sep 2023 | 14k | $532k |
| Kingsview Wealth Management | Sep 2023 | 9.6k | $363k |
| Outlook Wealth Advisors | Sep 2023 | 9.5k | $360k |
| Two Sigma Securities | Sep 2023 | 9.1k | $345k |
| Fulcrum Equity Management | Sep 2023 | 6.9k | $261k |
| Coastal Investment Advisors | Sep 2023 | 2.0k | $76k |
| Savior | Sep 2023 | 871.00 | $33k |