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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LPL Financial | 1.4M | $64M | 2% | Jun 2024 |
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Wells Fargo & Company | 1.3M | $61M | 1% | Jun 2024 |
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Bank of America Corporation | 453k | $21M | -5% | Jun 2024 |
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UBS Group | 412k | $20M | -6% | Mar 2024 |
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Raymond James Financial Services Advisors | 347k | $16M | -28% | Jun 2024 |
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Raymond James & Associates | 256k | $12M | -21% | Jun 2024 |
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Royal Bank of Canada | 213k | $9.8M | 14% | Jun 2024 |
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Commonwealth Equity Services | 168k | $7.8M | 3% | Jun 2024 |
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Stifel Financial | 164k | $7.6M | -7% | Jun 2024 |
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Ameriprise Financial | 138k | $6.6M | 100% | Mar 2024 |
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Cetera Investment Advisers | 136k | $6.3M | 2% | Jun 2024 |
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Virtue Capital Management | 134k | $6.0M | 100% | Mar 2024 |
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SFI Advisors | 132k | $6.1M | 3% | Jun 2024 |
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Envestnet Asset Management | 121k | $5.6M | -51% | Jun 2024 |
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Vestmark Advisory Solutions | 116k | $5.4M | 2% | Jun 2024 |
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Advisor Group Holdings | 108k | $5.1M | -21% | Mar 2024 |
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Monument Capital Management | 106k | $4.9M | 30% | Jun 2024 |
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Janney Montgomery Scott | 103k | $4.8M | -15% | Jun 2024 |
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Cambridge Investment Research Advisors | 103k | $4.8M | 40% | Jun 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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Secure Asset Management | 85k | $3.9M | 116% | Jun 2024 |
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D.A. Davidson & Co. | 83k | $3.9M | -1% | Jun 2024 |
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Gts Securities | 80k | $3.8M | 1110% | Mar 2024 |
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Navellier & Associates | 76k | $3.5M | -5% | Jun 2024 |
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Kestra Advisory Services | 65k | $3.0M | 0% | Jun 2024 |
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HighTower Advisors | 59k | $2.7M | 9% | Jun 2024 |
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Stratos Wealth Partners | 59k | $2.7M | 340% | Jun 2024 |
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Mml Investors Services | 57k | $2.6M | -3% | Jun 2024 |
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Rockefeller Capital Management | 51k | $2.3M | 0% | Jun 2024 |
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Concurrent Investment Advisors | 46k | $2.1M | 4% | Jun 2024 |
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Coppell Advisory Solutions Corp. | 45k | $2.1M | 100% | Mar 2024 |
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Susquehanna International | 44k | $2.0M | 35% | Jun 2024 |
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Choice Wealth Advisors | 42k | $1.9M | -1% | Jun 2024 |
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Western Wealth Management | 40k | $1.9M | 0% | Jun 2024 |
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International Assets Investment Management | 39k | $1.8M | -2% | Jun 2024 |
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Crumly & Associates | 38k | $1.8M | -13% | Jun 2024 |
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Flow Traders US | 36k | $1.6M | 634% | Jun 2024 |
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Jane Street | 33k | $1.5M | 100% | Jun 2024 |
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Pacific Sun Financial Corp | 33k | $1.5M | 0% | Jun 2024 |
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Regal Investment Advisors | 33k | $1.5M | -5% | Jun 2024 |
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Daymark Wealth Partners | 28k | $1.3M | -4% | Mar 2024 |
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Change Path | 28k | $1.3M | 9% | Jun 2024 |
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Private Advisory | 27k | $1.3M | 100% | Jun 2024 |
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Baird Financial | 27k | $1.3M | 92% | Mar 2024 |
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Wagner Wealth Management | 27k | $1.2M | 1% | Jun 2024 |
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Harbour Investments | 27k | $1.2M | 4% | Jun 2024 |
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Schrum Private Wealth Management | 26k | $1.2M | 0% | Jun 2024 |
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Jacobi Capital Management | 26k | $1.2M | -2% | Jun 2024 |
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Certified Advisory Corp | 24k | $1.1M | 0% | Jun 2024 |
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Spire Wealth Management | 23k | $1.1M | 0% | Jun 2024 |
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Benjamin F. Edwards & Company | 22k | $1.0M | 43% | Jun 2024 |
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Ballew Advisors | 22k | $1.1M | -17% | Jun 2024 |
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Coppell Advisory Solutions | 22k | $1.0M | 685% | Jun 2024 |
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Prospera Financial Services | 21k | $983k | -4% | Jun 2024 |
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SignalPoint Asset Management | 21k | $976k | 0% | Jun 2024 |
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Steward Partners Investment Advisory | 21k | $974k | -7% | Jun 2024 |
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Creative Planning | 21k | $955k | 1% | Jun 2024 |
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Koshinski Asset Management | 19k | $897k | -1% | Jun 2024 |
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Private Advisor | 18k | $812k | -4% | Jun 2024 |
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Brian McDonald | 17k | $794k | 0% | Jun 2024 |
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Ameritas Advisory Services | 16k | $749k | -2% | Jun 2024 |
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1858 Wealth Management | 16k | $731k | 10% | Jun 2024 |
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Cutter & CO Brokerage | 16k | $725k | -7% | Jun 2024 |
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Nbc Securities | 15k | $692k | -1% | Jun 2024 |
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HF Advisory Group | 15k | $682k | 1% | Jun 2024 |
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Tower Research Capital | 15k | $673k | 25% | Jun 2024 |
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Vishria Bird Financial Group | 15k | $672k | 0% | Jun 2024 |
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KKM Financial | 15k | $689k | 100% | Mar 2024 |
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Kestra Private Wealth Services | 13k | $601k | -12% | Jun 2024 |
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National Asset Management | 13k | $581k | 0% | Jun 2024 |
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We Are One Seven | 13k | $579k | -2% | Jun 2024 |
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Retirement Network | 12k | $560k | 100% | Jun 2024 |
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CWM | 12k | $541k | 21% | Jun 2024 |
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GPS Wealth Strategies Group | 12k | $539k | -4% | Jun 2024 |
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National Bank Of Canada /fi/ | 11k | $524k | -43% | Jun 2024 |
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Mariner Wealth Advisors | 11k | $515k | 100% | Jun 2024 |
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Goss Wealth Management | 11k | $507k | 112% | Jun 2024 |
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William Blair $ Company | 11k | $504k | 0% | Jun 2024 |
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Great Valley Advisor Group | 11k | $503k | -7% | Jun 2024 |
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Pnc Financial Services | 11k | $486k | 24% | Jun 2024 |
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Sanctuary Advisors | 11k | $474k | 100% | Jun 2024 |
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Southland Equity Partners | 10k | $477k | -2% | Jun 2024 |
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J.w. Cole Advisors | 10k | $472k | 0% | Jun 2024 |
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Citadel Advisors | 10k | $472k | -59% | Jun 2024 |
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Argent Trust | 10k | $463k | 0% | Jun 2024 |
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MAI Wealth Advisors | 9.9k | $457k | 0% | Jun 2024 |
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Sigma Planning | 9.8k | $454k | -8% | Jun 2024 |
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Resources Investment Advisors | 9.8k | $452k | -16% | Jun 2024 |
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RPg Family Wealth Advisory | 9.6k | $446k | 22% | Jun 2024 |
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Atria Investments | 9.6k | $445k | 100% | Jun 2024 |
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Stephens | 9.6k | $443k | 0% | Jun 2024 |
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Pensionmark Financial Group | 9.5k | $438k | -1% | Jun 2024 |
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Summit Financial | 8.8k | $405k | 100% | Jun 2024 |
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Integrated Wealth Concepts | 8.6k | $400k | -3% | Jun 2024 |
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Equitable Holdings | 8.6k | $397k | -9% | Jun 2024 |
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CoreCap Advisors | 8.3k | $386k | -1% | Jun 2024 |
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Signature Estate and Investment Advisors | 8.3k | $383k | 100% | Jun 2024 |
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Financial Freedom | 8.1k | $377k | -15% | Jun 2024 |
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Bsc Private Wealth Management | 8.1k | $375k | -2% | Jun 2024 |
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SeaCrest Wealth Management | 8.0k | $372k | -1% | Jun 2024 |
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Kesler, Norman & Wride | 7.9k | $366k | -8% | Jun 2024 |
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PFG Advisors | 7.5k | $356k | 0% | Mar 2024 |
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Level Four Advisory Services | 7.2k | $335k | 2% | Jun 2024 |
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Financial Advocates Investment Management | 7.0k | $325k | 4% | Jun 2024 |
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Ronald Blue Trust | 6.9k | $327k | 0% | Jun 2024 |
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Principal Securities | 6.9k | $319k | -5% | Jun 2024 |
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Global Retirement Partners | 6.6k | $307k | 0% | Jun 2024 |
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Fortress Wealth Group | 6.6k | $324k | 0% | Jun 2024 |
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LexAurum Advisors | 6.5k | $300k | -3% | Jun 2024 |
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Kingsview Wealth Management | 6.4k | $298k | 100% | Jun 2024 |
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Imprint Wealth | 6.2k | $292k | 100% | Mar 2024 |
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Gateway Wealth Partners | 6.1k | $282k | -7% | Jun 2024 |
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Envestnet Portfolio Solutions | 6.0k | $279k | -8% | Jun 2024 |
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Park Avenue Securities | 6.0k | $277k | -18% | Jun 2024 |
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Citigroup | 6.0k | $276k | -18% | Jun 2024 |
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TFG Advisers | 5.8k | $267k | 1% | Jun 2024 |
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Focus Financial Network | 5.7k | $282k | 0% | Jun 2024 |
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Lakeview Capital Partners | 5.7k | $269k | 0% | Jun 2024 |
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Geneos Wealth Management | 5.6k | $258k | -1% | Jun 2024 |
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Sargent Investment Group | 5.5k | $255k | 0% | Jun 2024 |
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IFP Advisors | 5.3k | $247k | 1% | Jun 2024 |
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Venture Visionary Partners | 5.2k | $241k | 0% | Jun 2024 |
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Prime Capital Investment Advisors | 5.0k | $230k | -4% | Jun 2024 |
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Register Financial Advisors | 4.9k | $225k | 0% | Jun 2024 |
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Raymond James Trust | 4.7k | $220k | -22% | Jun 2024 |
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WMG Financial Advisors | 4.7k | $219k | 0% | Jun 2024 |
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Petix & Botte | 4.7k | $216k | 100% | Jun 2024 |
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ROI Financial Advisors | 4.6k | $232k | 0% | Jun 2024 |
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Purus Wealth Management | 4.4k | $204k | 0% | Jun 2024 |
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Private Trust Co Na | 4.4k | $202k | 1% | Jun 2024 |
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MTM Investment Management | 4.2k | $195k | 0% | Jun 2024 |
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Dan Callahan | 3.1k | $142k | -11% | Jun 2024 |
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Benjamin Edwards | 2.8k | $129k | 14% | Jun 2024 |
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Hanson McClain Advisors | 2.5k | $122k | 0% | Jun 2024 |
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Farther Finance Advisors | 2.3k | $105k | -1% | Jun 2024 |
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Proequities | 2.2k | $102M | -5% | Jun 2024 |
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Ashton Thomas Private Wealth | 2.0k | $93k | 100% | Jun 2024 |
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Bellevue Asset Management | 1.8k | $83k | -8% | Jun 2024 |
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Northwest Financial Advisors | 1.8k | $84k | 1% | Mar 2024 |
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Founders Financial Alliance | 1.7k | $79k | 0% | Jun 2024 |
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VitalStone Financial | 1.7k | $78k | 6% | Jun 2024 |
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Bank Of Montreal | 1.6k | $78k | -12% | Mar 2024 |
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Tidemark | 1.4k | $65k | -9% | Jun 2024 |
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FMR | 1.2k | $59k | 100% | Mar 2024 |
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Addison Advisors | 1.2k | $55k | 0% | Jun 2024 |
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Us Bancorp | 1.2k | $54k | -14% | Jun 2024 |
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Bartlett & Co. Wealth Management | 1.1k | $51k | 0% | Jun 2024 |
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Horizon Bancorp | 1.1k | $50k | -52% | Jun 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 1.0k | $47k | -52% | Jun 2024 |
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Capital Investment Advisory Services | 845.00 | $39k | -47% | Jun 2024 |
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O'shaughnessy Asset Management | 373.00 | $17k | -82% | Jun 2024 |
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Who sold out of First Trust Financials AlphaDEX?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Lincoln National | Mar 2024 | 63k | $3.0M |
Bnp Paribas Arbitrage, Snc | Mar 2024 | 50k | $2.4M |
Brass Tax Wealth Management | Mar 2024 | 46k | $2.2M |
Cedar Brook Financial Partners | Mar 2024 | 8.3k | $394k |
Security Financial Services | Mar 2024 | 8.0k | $382k |
Jaffetilchin Investment Partners | Mar 2024 | 7.5k | $358k |
TrueWealth Advisors | Mar 2024 | 6.9k | $326k |
Apeiron RIA | Mar 2024 | 6.2k | $296k |
Eudaimonia Partners | Dec 2023 | 5.6k | $244k |
Davenport & Co | Mar 2024 | 5.1k | $242k |
Atria Wealth Solutions | Mar 2024 | 4.4k | $211k |
Impact Partnership Wealth | Mar 2024 | 3.3k | $159k |
Fortitude Family Office | Mar 2024 | 1.8k | $87k |