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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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 |
---|---|---|---|---|---|
Morgan Stanley | 1.9M | $90M | 1% | Jun 2024 |
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Wells Fargo & Company | 1.4M | $71M | 5% | Sep 2024 |
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LPL Financial | 1.4M | $69M | -2% | Sep 2024 |
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Bank of America Corporation | 437k | $22M | -3% | Sep 2024 |
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Raymond James Financial Services Advisors | 277k | $14M | -20% | Sep 2024 |
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Raymond James & Associates | 245k | $13M | -4% | Sep 2024 |
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Royal Bank of Canada | 212k | $11M | 0% | Sep 2024 |
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Stifel Financial | 164k | $7.6M | -7% | Jun 2024 |
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Commonwealth Equity Services | 153k | $7.8M | -8% | Sep 2024 |
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Advisor Group Holdings | 144k | $7.3M | 33% | Sep 2024 |
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Cetera Investment Advisers | 136k | $6.3M | 2% | Jun 2024 |
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SFI Advisors | 130k | $6.6M | -1% | Sep 2024 |
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Virtue Capital Management | 130k | $6.6M | -3% | Sep 2024 |
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Envestnet Asset Management | 120k | $6.1M | -1% | Sep 2024 |
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Vestmark Advisory Solutions | 116k | $5.4M | 2% | Jun 2024 |
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Cambridge Investment Research Advisors | 107k | $5.5M | 3% | Sep 2024 |
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Monument Capital Management | 101k | $5.2M | -4% | Sep 2024 |
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Janney Montgomery Scott | 100k | $5.1M | -3% | Sep 2024 |
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Secure Asset Management | 98k | $5.0M | 15% | Sep 2024 |
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Independent Advisor Alliance | 90k | $4.2M | -4% | Jun 2024 |
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Branch Banking & Trust Company | 90k | $4.1M | -60% | Jun 2024 |
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D.A. Davidson & Co. | 83k | $3.9M | -1% | Jun 2024 |
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Navellier & Associates | 59k | $3.0M | -23% | Sep 2024 |
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HighTower Advisors | 59k | $2.7M | 9% | Jun 2024 |
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Kestra Advisory Services | 58k | $3.0M | -10% | Sep 2024 |
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Mml Investors Services | 57k | $2.9M | 1% | Sep 2024 |
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Schrum Private Wealth Management | 51k | $2.6M | 100% | Sep 2024 |
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Rockefeller Capital Management | 51k | $2.3M | 0% | Jun 2024 |
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Concurrent Investment Advisors | 48k | $2.4M | 4% | Sep 2024 |
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Jane Street | 45k | $2.3M | 34% | Sep 2024 |
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Brass Tax Wealth Management | 45k | $2.3M | -3% | Sep 2024 |
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Choice Wealth Advisors | 42k | $2.1M | 0% | Sep 2024 |
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Western Wealth Management | 41k | $2.1M | 1% | Sep 2024 |
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Crumly & Associates | 36k | $1.8M | -5% | Sep 2024 |
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Plotkin Financial Advisors | 35k | $1.8M | -2% | Sep 2024 |
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Pacific Sun Financial Corp | 33k | $1.7M | -1% | Sep 2024 |
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Onyx Bridge Wealth Group | 30k | $1.5M | 100% | Sep 2024 |
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Kingsview Wealth Management | 29k | $1.5M | 347% | Sep 2024 |
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Change Path | 28k | $1.4M | 2% | Sep 2024 |
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Citadel Advisors | 28k | $1.4M | 173% | Sep 2024 |
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Daymark Wealth Partners | 27k | $1.4M | -1% | Sep 2024 |
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Susquehanna International | 27k | $1.4M | -38% | Sep 2024 |
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Private Advisory | 27k | $1.4M | -2% | Sep 2024 |
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Wagner Wealth Management | 27k | $1.4M | 0% | Sep 2024 |
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Harbour Investments | 26k | $1.3M | -3% | Sep 2024 |
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Regal Investment Advisors | 26k | $1.3M | -22% | Sep 2024 |
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Jacobi Capital Management | 26k | $1.2M | -2% | Jun 2024 |
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Certified Advisory Corp | 24k | $1.2M | 0% | Sep 2024 |
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Sanctuary Advisors | 24k | $1.4M | 128% | Sep 2024 |
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Spire Wealth Management | 23k | $1.2M | 0% | Sep 2024 |
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Benjamin F. Edwards & Company | 22k | $1.0M | 43% | Jun 2024 |
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Montis Financial | 22k | $1.1M | 100% | Sep 2024 |
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Benjamin Edwards | 22k | $1.1M | 676% | Sep 2024 |
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Garden State Investment Advisory Services | 22k | $1.1M | 100% | Sep 2024 |
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Ballew Advisors | 22k | $1.1M | -2% | Sep 2024 |
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Steward Partners Investment Advisory | 21k | $974k | -7% | Jun 2024 |
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Atria Investments | 21k | $1.1M | 116% | Sep 2024 |
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Creative Planning | 21k | $1.0M | -1% | Sep 2024 |
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SignalPoint Asset Management | 20k | $1.0M | -4% | Sep 2024 |
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Summit Financial | 20k | $1.0M | 128% | Sep 2024 |
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Coppell Advisory Solutions | 20k | $1.0M | -10% | Sep 2024 |
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Koshinski Asset Management | 19k | $982k | -1% | Sep 2024 |
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Private Advisor | 19k | $948k | 6% | Sep 2024 |
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Prospera Financial Services | 18k | $901k | -17% | Sep 2024 |
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1858 Wealth Management | 17k | $891k | 10% | Sep 2024 |
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We Are One Seven | 17k | $890k | 39% | Sep 2024 |
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GeoWealth Management | 17k | $869k | 100% | Sep 2024 |
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Ameritas Advisory Services | 16k | $828k | 0% | Sep 2024 |
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Brian McDonald | 16k | $797k | -9% | Sep 2024 |
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Cutter & CO Brokerage | 16k | $796k | -1% | Sep 2024 |
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Tower Research Capital | 15k | $673k | 25% | Jun 2024 |
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Vishria Bird Financial Group | 15k | $742k | 0% | Sep 2024 |
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Nbc Securities | 15k | $741k | -3% | Sep 2024 |
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Stratos Wealth Partners | 14k | $726k | -76% | Sep 2024 |
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KKM Financial | 13k | $682k | -8% | Sep 2024 |
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HF Advisory Group | 13k | $665k | -12% | Sep 2024 |
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Pensionmark Financial Group | 13k | $640k | 32% | Sep 2024 |
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Kestra Private Wealth Services | 12k | $625k | -6% | Sep 2024 |
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GPS Wealth Strategies Group | 12k | $600k | 1% | Sep 2024 |
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Southland Equity Partners | 12k | $598k | 13% | Sep 2024 |
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Davenport & Co | 12k | $592k | 100% | Sep 2024 |
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National Bank Of Canada /fi/ | 11k | $580k | 0% | Sep 2024 |
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Mariner Wealth Advisors | 11k | $562k | -1% | Sep 2024 |
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Goss Wealth Management | 11k | $507k | 112% | Jun 2024 |
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William Blair $ Company | 11k | $557k | 0% | Sep 2024 |
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Great Valley Advisor Group | 11k | $538k | -3% | Sep 2024 |
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J.w. Cole Advisors | 10k | $534k | 2% | Sep 2024 |
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Argent Trust | 10k | $511k | 0% | Sep 2024 |
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MAI Wealth Advisors | 9.7k | $496k | -2% | Sep 2024 |
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Resources Investment Advisors | 9.7k | $495k | -1% | Sep 2024 |
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Stephens | 9.6k | $490k | 0% | Sep 2024 |
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Jones Financial Companies, L.L | 9.1k | $466k | 82936% | Sep 2024 |
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CWM | 9.1k | $463k | -23% | Sep 2024 |
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Integrated Wealth Concepts | 8.6k | $441k | 0% | Sep 2024 |
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Equitable Holdings | 8.6k | $397k | -9% | Jun 2024 |
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Centaurus Financial | 8.2k | $418k | 18% | Sep 2024 |
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Bsc Private Wealth Management | 8.0k | $411k | -1% | Sep 2024 |
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SeaCrest Wealth Management | 8.0k | $410k | 0% | Sep 2024 |
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Kesler, Norman & Wride | 7.9k | $404k | 0% | Sep 2024 |
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Sigma Planning | 7.9k | $403k | -20% | Sep 2024 |
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Pnc Financial Services | 7.8k | $397k | -26% | Sep 2024 |
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Signature Estate and Investment Advisors | 7.8k | $397k | -6% | Sep 2024 |
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CoreCap Advisors | 7.7k | $392k | -8% | Sep 2024 |
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PFG Advisors | 7.4k | $377k | -2% | Sep 2024 |
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Level Four Advisory Services | 7.2k | $335k | 2% | Jun 2024 |
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Global Retirement Partners | 7.2k | $369k | 9% | Sep 2024 |
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Financial Advocates Investment Management | 7.1k | $362k | 1% | Sep 2024 |
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Ronald Blue Trust | 6.9k | $319k | 0% | Sep 2024 |
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Jaffetilchin Investment Partners | 6.7k | $341k | 100% | Sep 2024 |
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Fortress Wealth Group | 6.6k | $350k | 0% | Sep 2024 |
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LexAurum Advisors | 6.5k | $331k | 0% | Sep 2024 |
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Gateway Wealth Partners | 6.1k | $311k | 0% | Sep 2024 |
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Principal Securities | 5.8k | $298k | -15% | Sep 2024 |
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TFG Advisers | 5.8k | $297k | 1% | Sep 2024 |
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National Asset Management | 5.8k | $293k | -54% | Sep 2024 |
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Focus Financial Network | 5.7k | $290k | 0% | Sep 2024 |
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Geneos Wealth Management | 5.6k | $258k | -1% | Jun 2024 |
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Park Avenue Securities | 5.6k | $285k | -7% | Sep 2024 |
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Sargent Investment Group | 5.5k | $281k | 0% | Sep 2024 |
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IFP Advisors | 5.3k | $247k | 1% | Jun 2024 |
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Venture Visionary Partners | 5.2k | $266k | 0% | Sep 2024 |
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Prime Capital Investment Advisors | 5.0k | $254k | 0% | Sep 2024 |
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Register Financial Advisors | 4.9k | $248k | 0% | Sep 2024 |
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Financial Freedom | 4.8k | $247k | -41% | Sep 2024 |
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Raymond James Trust | 4.7k | $243k | 0% | Sep 2024 |
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WMG Financial Advisors | 4.7k | $242k | 0% | Sep 2024 |
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Citigroup | 4.7k | $241k | -21% | Sep 2024 |
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Petix & Botte | 4.7k | $239k | 0% | Sep 2024 |
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ROI Financial Advisors | 4.6k | $238k | 0% | Sep 2024 |
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CI Private Wealth | 4.5k | $232k | 100% | Sep 2024 |
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Lakeview Capital Partners | 4.4k | $224k | -23% | Sep 2024 |
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Purus Wealth Management | 4.4k | $224k | -1% | Sep 2024 |
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Private Trust Co Na | 4.4k | $202k | 1% | Jun 2024 |
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Meridian Wealth Management | 4.2k | $216k | 100% | Sep 2024 |
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MTM Investment Management | 4.2k | $218k | 0% | Sep 2024 |
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Stonebridge Financial Planning Group | 4.1k | $210k | 100% | Sep 2024 |
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Bellwether Advisors | 4.1k | $208k | 100% | Sep 2024 |
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Dan Callahan | 3.0k | $156k | 0% | Sep 2024 |
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Jpmorgan Chase & Co | 2.9k | $148k | 501% | Sep 2024 |
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Parkside Financial Bank & Trust | 2.7k | $138k | 100% | Sep 2024 |
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Hanson McClain Advisors | 2.5k | $128k | 0% | Sep 2024 |
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Farther Finance Advisors | 2.2k | $112k | -4% | Sep 2024 |
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Bellevue Asset Management | 1.8k | $91k | 0% | Sep 2024 |
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O'shaughnessy Asset Management | 1.7k | $92k | 363% | Sep 2024 |
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VitalStone Financial | 1.7k | $88k | 1% | Sep 2024 |
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Founders Financial Alliance | 1.7k | $87k | 0% | Sep 2024 |
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Proequities | 1.6k | $83M | -27% | Sep 2024 |
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Tidemark | 1.4k | $72k | 0% | Sep 2024 |
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Addison Advisors | 1.2k | $60k | 0% | Sep 2024 |
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Horizon Bancorp | 1.1k | $50k | -52% | Jun 2024 |
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Who sold out of First Trust Financials AlphaDEX?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
International Assets Investment Management | Jun 2024 | 39k | $1.8M |
Flow Traders US | Jun 2024 | 36k | $1.6M |
Retirement Network | Jun 2024 | 12k | $560k |
RPg Family Wealth Advisory | Jun 2024 | 9.6k | $446k |
Apeiron RIA | Mar 2024 | 6.2k | $296k |
Envestnet Portfolio Solutions | Jun 2024 | 6.0k | $279k |
Ashton Thomas Private Wealth | Jun 2024 | 2.0k | $93k |