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 |
|---|---|---|---|---|---|
| Morgan Stanley | 1.9M | $92M | -9% | Mar 2024 |
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| LPL Financial | 1.4M | $64M | -3% | Mar 2024 |
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| Wells Fargo & Company | 1.3M | $62M | -13% | Mar 2024 |
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| Raymond James Financial Services Advisors | 481k | $23M | 58% | Mar 2024 |
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| Bank of America Corporation | 475k | $23M | 1% | Mar 2024 |
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| UBS Group | 412k | $20M | -6% | Mar 2024 |
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| Raymond James & Associates | 326k | $16M | 12% | Mar 2024 |
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| Envestnet Asset Management | 246k | $12M | 125% | Mar 2024 |
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| Branch Banking & Trust Company | 226k | $11M | 123% | Mar 2024 |
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| Royal Bank of Canada | 187k | $8.9M | 38% | Mar 2024 |
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| Stifel Financial | 175k | $8.3M | 3% | Mar 2024 |
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| Commonwealth Equity Services | 162k | $7.7M | 17% | Mar 2024 |
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| Ameriprise Financial | 138k | $6.6M | -40% | Mar 2024 |
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| Virtue Capital Management | 134k | $6.0M | 100% | Mar 2024 |
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| SFI Advisors | 128k | $6.1M | 31% | Mar 2024 |
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| Janney Montgomery Scott | 121k | $5.8M | -1% | Mar 2024 |
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| Vestmark Advisory Solutions | 114k | $5.4M | 4% | Mar 2024 |
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| Advisor Group Holdings | 108k | $5.1M | -21% | Mar 2024 |
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| Independent Advisor Alliance | 94k | $4.5M | -10% | Mar 2024 |
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| D.A. Davidson & Co. | 84k | $4.0M | 0% | Mar 2024 |
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| Monument Capital Management | 81k | $3.9M | 460% | Mar 2024 |
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| Navellier & Associates | 81k | $3.8M | -9% | Mar 2024 |
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| Gts Securities | 80k | $3.8M | 1110% | Mar 2024 |
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| Cambridge Investment Research Advisors | 74k | $3.5M | -7% | Mar 2024 |
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| Kestra Advisory Services | 64k | $2.8M | -60% | Dec 2023 |
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| Lincoln National | 63k | $3.0M | 27% | Mar 2024 |
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| Rockefeller Capital Management | 54k | $2.4M | -2% | Dec 2023 |
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| HighTower Advisors | 54k | $2.5M | -27% | Mar 2024 |
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| Bnp Paribas Arbitrage, Snc | 50k | $2.4M | 0% | Mar 2024 |
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| Coppell Advisory Solutions Corp. | 45k | $2.1M | 100% | Mar 2024 |
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| Concurrent Investment Advisors | 44k | $2.1M | -45% | Mar 2024 |
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| Crumly & Associates | 44k | $2.1M | -48% | Mar 2024 |
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| Choice Wealth Advisors | 43k | $2.0M | 13% | Mar 2024 |
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| Western Wealth Management | 40k | $1.9M | -6% | Mar 2024 |
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| International Assets Investment Management | 40k | $1.9M | -11% | Mar 2024 |
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| Secure Asset Management | 39k | $1.9M | -17% | Mar 2024 |
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| Regal Investment Advisors | 34k | $1.6M | -77% | Mar 2024 |
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| Pacific Sun Financial Corp | 33k | $1.6M | -2% | Mar 2024 |
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| Susquehanna International | 32k | $1.5M | -74% | Mar 2024 |
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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 | $1.3M | -2% | Mar 2024 |
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| Ballew Advisors | 26k | $1.2M | -9% | Mar 2024 |
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| Jacobi Capital Management | 26k | $1.2M | -5% | Mar 2024 |
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| DB Wealth Management Group | 26k | $1.1M | -15% | Dec 2023 |
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| Schrum Private Wealth Management | 26k | $1.2M | 0% | Mar 2024 |
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| Harbour Investments | 26k | $1.1M | -2% | Dec 2023 |
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| Citadel Advisors | 25k | $1.2M | 17% | Mar 2024 |
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| Certified Advisory Corp | 24k | $1.1M | 0% | Mar 2024 |
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| Change Path | 24k | $1.0M | 331% | Dec 2023 |
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| Steward Partners Investment Advisory | 23k | $1.1M | -13% | Mar 2024 |
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| Spire Wealth Management | 23k | $1.1M | -5% | Mar 2024 |
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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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| Creative Planning | 20k | $966k | -50% | Mar 2024 |
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| Koshinski Asset Management | 20k | $936k | -40% | Mar 2024 |
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| Private Advisor | 18k | $873k | -1% | Mar 2024 |
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| Brian McDonald | 17k | $815k | 11% | Mar 2024 |
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| Cutter & CO Brokerage | 17k | $798k | -9% | Mar 2024 |
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| Benjamin F. Edwards & Company | 16k | $741k | -10% | Mar 2024 |
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| Nbc Securities | 15k | $715k | -1% | Mar 2024 |
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| Kestra Private Wealth Services | 15k | $698k | -8% | Mar 2024 |
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| HF Advisory Group | 15k | $694k | -3% | Mar 2024 |
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| Vishria Bird Financial Group | 15k | $690k | 0% | Mar 2024 |
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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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| GPS Wealth Strategies Group | 12k | $578k | 5% | Mar 2024 |
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| Great Valley Advisor Group | 12k | $556k | -8% | Mar 2024 |
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| Tower Research Capital | 12k | $553k | -88% | Mar 2024 |
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| Resources Investment Advisors | 12k | $552k | -35% | Mar 2024 |
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| Ameritas Advisory Services | 11k | $487k | -32% | Dec 2023 |
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| William Blair $ Company | 11k | $518k | 0% | Mar 2024 |
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| Sigma Planning | 11k | $505k | 34% | Mar 2024 |
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| Southland Equity Partners | 11k | $499k | -6% | Mar 2024 |
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| J.w. Cole Advisors | 10k | $485k | 2% | Mar 2024 |
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| Argent Trust | 10k | $475k | 0% | Mar 2024 |
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| National Asset Management | 9.9k | $429k | -21% | Dec 2023 |
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| MAI Wealth Advisors | 9.8k | $468k | 0% | Mar 2024 |
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| CWM | 9.7k | $459k | 24% | Mar 2024 |
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| Pensionmark Financial Group | 9.6k | $457k | 0% | Mar 2024 |
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| Stephens | 9.6k | $455k | 0% | Mar 2024 |
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| Financial Freedom | 9.5k | $454k | 0% | Mar 2024 |
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| Integrated Wealth Concepts | 8.9k | $423k | -29% | Mar 2024 |
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| CoreCap Advisors | 8.7k | $377k | -2% | Dec 2023 |
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| Kesler, Norman & Wride | 8.6k | $409k | -68% | Mar 2024 |
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| Pnc Financial Services | 8.5k | $402k | -5% | Mar 2024 |
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| Cedar Brook Financial Partners | 8.3k | $394k | 0% | Mar 2024 |
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| Bsc Private Wealth Management | 8.3k | $393k | 0% | Mar 2024 |
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| SeaCrest Wealth Management | 8.1k | $386k | 0% | Mar 2024 |
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| Security Financial Services | 8.0k | $382k | 0% | Mar 2024 |
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| RPg Family Wealth Advisory | 7.9k | $375k | -26% | Mar 2024 |
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| Jaffetilchin Investment Partners | 7.5k | $358k | 100% | Mar 2024 |
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| PFG Advisors | 7.5k | $356k | 0% | Mar 2024 |
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| Park Avenue Securities | 7.3k | $349k | -6% | Mar 2024 |
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| Citigroup | 7.3k | $346k | 18% | Mar 2024 |
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| Principal Securities | 7.3k | $345k | 0% | Mar 2024 |
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| Level Four Advisory Services | 7.1k | $308k | 0% | Mar 2024 |
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| Focus Financial Network | 7.1k | $306k | 100% | Dec 2023 |
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| Ronald Blue Trust | 6.9k | $327k | 0% | Mar 2024 |
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| TrueWealth Advisors | 6.9k | $326k | -17% | Mar 2024 |
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| Financial Advocates Investment Management | 6.8k | $321k | -1% | Mar 2024 |
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| LexAurum Advisors | 6.7k | $292k | -13% | Dec 2023 |
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| Global Retirement Partners | 6.7k | $316k | 4% | Mar 2024 |
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| Envestnet Portfolio Solutions | 6.6k | $312k | 38% | Mar 2024 |
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| Fortress Wealth Group | 6.5k | $308k | 0% | Mar 2024 |
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| Apeiron RIA | 6.2k | $296k | 0% | Mar 2024 |
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| Imprint Wealth | 6.2k | $292k | 100% | Mar 2024 |
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| Raymond James Trust | 6.1k | $289k | 0% | Mar 2024 |
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| TFG Advisers | 5.7k | $273k | -1% | Mar 2024 |
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| Focus Financial Network | 5.7k | $251k | 100% | Mar 2024 |
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| Lakeview Capital Partners | 5.7k | $269k | -9% | Mar 2024 |
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| Geneos Wealth Management | 5.6k | $267k | 0% | Mar 2024 |
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| Sargent Investment Group | 5.5k | $261k | -7% | Mar 2024 |
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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 | $247k | 0% | Mar 2024 |
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| Prime Capital Investment Advisors | 5.2k | $224k | 100% | Dec 2023 |
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| Goss Wealth Management | 5.2k | $246k | 9% | Mar 2024 |
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| Davenport & Co | 5.1k | $242k | 100% | Mar 2024 |
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| Register Financial Advisors | 4.9k | $231k | 0% | Mar 2024 |
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| Flow Traders US | 4.9k | $231k | -59% | Mar 2024 |
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| WMG Financial Advisors | 4.7k | $225k | 0% | Mar 2024 |
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| ROI Financial Advisors | 4.6k | $220k | 100% | Mar 2024 |
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| Atria Wealth Solutions | 4.4k | $211k | 100% | Mar 2024 |
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| Purus Wealth Management | 4.4k | $210k | 100% | Mar 2024 |
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| Private Trust Co Na | 4.3k | $205k | -10% | Mar 2024 |
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| MTM Investment Management | 4.2k | $201k | 0% | Mar 2024 |
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| Dan Callahan | 3.4k | $163k | -23% | Mar 2024 |
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| Impact Partnership Wealth | 3.3k | $159k | 0% | Mar 2024 |
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| Coppell Advisory Solutions | 2.8k | $120k | 799% | Dec 2023 |
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| Hanson McClain Advisors | 2.5k | $119k | 100% | Mar 2024 |
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| Benjamin Edwards | 2.4k | $116k | 118% | Mar 2024 |
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| Proequities | 2.3k | $110M | -3% | Mar 2024 |
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| Farther Finance Advisors | 2.3k | $109k | 343% | Mar 2024 |
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| Horizon Bancorp | 2.3k | $107k | -1% | Mar 2024 |
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| O'shaughnessy Asset Management | 2.1k | $100k | 0% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 2.1k | $99k | -8% | Mar 2024 |
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| Bellevue Asset Management | 1.9k | $92k | -24% | Mar 2024 |
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| Fortitude Family Office | 1.8k | $87k | 0% | Mar 2024 |
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| Northwest Financial Advisors | 1.8k | $84k | 1% | Mar 2024 |
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| Founders Financial Alliance | 1.7k | $81k | 0% | Mar 2024 |
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| Bank Of Montreal | 1.6k | $78k | -12% | Mar 2024 |
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| Capital Investment Advisory Services | 1.6k | $76k | -2% | Mar 2024 |
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| VitalStone Financial | 1.6k | $76k | 35% | Mar 2024 |
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| Tidemark | 1.6k | $74k | -5% | Mar 2024 |
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| Us Bancorp | 1.4k | $65k | -6% | Mar 2024 |
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| FMR | 1.2k | $59k | 32% | Mar 2024 |
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| Bartlett & Co. | 1.2k | $53k | 0% | Dec 2023 |
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| Bartlett & Co. Wealth Management | 1.1k | $52k | -9% | Mar 2024 |
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| Smithfield Trust Company | 758.00 | $30k | -78% | Mar 2024 |
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Who sold out of First Trust Financials AlphaDEX?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Privium Fund Management | Sep 2023 | 31k | $1.2M |
| Goldman Sachs Group | Dec 2023 | 13k | $543k |
| Oppenheimer & Co | Sep 2023 | 12k | $455k |
| Two Sigma Investments | Dec 2023 | 7.4k | $320k |
| AE Wealth Management | Dec 2023 | 7.4k | $328k |
| Eudaimonia Partners | Dec 2023 | 5.6k | $244k |
| Trilogy Capital | Dec 2023 | 5.6k | $242k |
| H D Vest Advisory Services | Dec 2023 | 5.4k | $233k |
| Petix & Botte | Dec 2023 | 4.7k | $202k |
| Planning Capital Management Corp | Dec 2023 | 1.6k | $69k |
| O'Dell Group | Dec 2023 | 1.3k | $56k |